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 2026-04-22.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
COST trades at a lower forward P/E
(51.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
COST |
| Current Price |
$231.28 |
$999.89 |
| Fair Value Estimate |
$335.36 |
$793.02 |
| Upside to Fair Value |
+45.0%
|
-20.7%
|
| Market Cap |
$181.8B |
$443.6B |
| Forward P/E |
83.4x
|
51.9x
|
| EV / EBITDA |
30.8x
|
30.9x
|
| Price / Sales |
2.0x
|
1.6x
|
| Price / FCF |
776.7x
|
48.8x
|
| Revenue Growth YoY |
+14.0%
|
+9.2%
|
| Gross Margin |
4.8%
|
12.9%
|
| Operating Margin |
-5.9%
|
3.8%
|
| Return on Equity |
-8723.1%
|
28.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
2.05%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
Accumulation Zones
| Metric |
BA |
COST |
| Zone Low |
$251.52 |
$594.76 |
| Zone High |
$285.06 |
$674.07 |
| In Buy Zone? |
Yes
|
No
|