BA vs COST: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Costco Wholesale Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Costco Wholesale Corporation · Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
COST |
| Current Price |
$201.15 |
$896.48 |
| Fair Value Estimate |
$265.00 |
$1,117.50 |
| Upside to Fair Value |
+31.7%
|
+24.7%
|
| Market Cap |
$159.0B |
$397.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
32.7x
|
| Price / Sales |
1.7x
|
1.3x
|
| Price / FCF |
—
|
42.4x
|
| Revenue Growth YoY |
+8.0%
|
+11.1%
|
| Gross Margin |
4.7%
|
17.5%
|
| Operating Margin |
-5.4%
|
3.9%
|
| Return on Equity |
104.8%
|
28.0%
|
| Dividend Yield |
0% |
0.62% |
| FCF Yield |
—
|
2.36%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
Costco Wholesale Corporation operates a global network of membership-based warehouse clubs, selling branded and private-label merchandise across the United States, Canada, Mexico, Japan, the United Kingdom, South Korea, Taiwan, Australia, Spain, France, Iceland, and China, supplemented by pharmacies, optical centers, food courts, hearing aid centers, tire installation, 636 gas stations, and e-com…
Accumulation Zones
| Metric |
BA |
COST |
| Zone Low |
$198.75 |
$838.12 |
| Zone High |
$225.25 |
$949.88 |
| In Buy Zone? |
Yes
|
Yes
|