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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Costco Wholesale Corporation · Consumer Defensive
$1,002.88
-35.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
COST trades at a lower forward P/E
(52.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
COST |
| Current Price |
$217.63 |
$1,002.88 |
| Fair Value Estimate |
$260.00 |
$648.03 |
| Upside to Fair Value |
+19.5%
|
-35.4%
|
| Market Cap |
$170.9B |
$444.9B |
| Forward P/E |
74.0x
|
52.1x
|
| EV / EBITDA |
28.4x
|
31.0x
|
| Price / Sales |
1.9x
|
1.6x
|
| Price / FCF |
-88.2x
|
49.0x
|
| Revenue Growth YoY |
+34.5%
|
+3.4%
|
| Gross Margin |
4.8%
|
12.9%
|
| Operating Margin |
-6.1%
|
3.8%
|
| Return on Equity |
41.0%
|
28.8%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
2.04%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Costco Wholesale Corporation operates a global membership-based warehouse club model with over 900 warehouses across 14 countries, generating $254 billion in fiscal 2024 revenue. The company benefits from a durable competitive moat driven by scale advantages, a loyal membership base with high renewal rates, and superior employee retention through better wages and benefits. Despite steady revenue …
Accumulation Zones
| Metric |
BA |
COST |
| Zone Low |
$195.00 |
$486.02 |
| Zone High |
$221.00 |
$550.83 |
| In Buy Zone? |
Yes
|
No
|