BA vs DE: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Deere & Company β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
The Boeing Company Β· Industrials
$231.28
+82.7% upside to fair value
Grade C
VS
Deere & Company Β· Industrials
$578.39
+22.4% upside to fair value
Grade C
QuantHub Verdict
BA has more upside to fair value (+82.7%). DE trades at a lower forward P/E (32.5x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BA DE
Current Price $231.28 $578.39
Fair Value Estimate $422.56 $708.19
Upside to Fair Value +82.7% +22.4%
Market Cap $181.8B $156.2B
Forward P/E 83.4x 32.5x
EV / EBITDA 30.8x 18.4x
Price / Sales 2.0x 3.4x
Price / FCF 776.7x 43.7x
Revenue Growth YoY +14.0% +16.3%
Gross Margin 4.8% 35.6%
Operating Margin -5.9% 18.5%
Return on Equity -8723.1% 18.9%
Dividend Yield 0% 0%
FCF Yield 0.13% 2.29%
Analyst Consensus Strong Buy Buy
Investment Thesis
BA β€” The Boeing Company
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 …
DE β€” Deere & Company
Deere & Company is a leading manufacturer of agricultural, construction, and forestry machinery, with a strong position in production and precision agriculture, small agriculture and turf, and construction and forestry segments. The company benefits from a durable competitive moat driven by its brand, intangible assets, and switching costs, supported by a CEO with deep institutional knowledge and…
Accumulation Zones
Metric BA DE
Zone Low $316.92 $531.14
Zone High $359.18 $601.96
In Buy Zone? Yes Yes
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