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 2026-07-09.
The Boeing Company Β· Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Deere & Company Β· Industrials
$596.74
-29.8% upside to fair value
Grade C High Quality
QuantHub Verdict
BA has more upside to fair value (+45.0%). DE trades at a lower forward P/E (33.7x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BA DE
Current Price $234.54 $596.74
Fair Value Estimate $340.08 $418.72
Upside to Fair Value +45.0% -29.8%
Market Cap $184.9B $161.1B
Forward P/E 96.9x 33.7x
EV / EBITDA 30.4x 19.0x
Price / Sales 2.0x 3.4x
Price / FCF -177.6x 42.8x
Revenue Growth YoY +14.0% +6.7%
Gross Margin 4.8% 35.4%
Operating Margin -5.9% 18.4%
Return on Equity -8723.1% 18.3%
Dividend Yield 0% 0%
FCF Yield β€” 2.34%
Analyst Consensus Strong Buy Hold
Investment Thesis
BA β€” The Boeing Company
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
DE β€” Deere & Company
Deere & Company operates in the agricultural machinery sector, providing durable equipment critical to farming and construction industries. The business quality is high, supported by a strong 18.3% return on equity and solid gross and operating margins of 35.4% and 18.4%, respectively. However, the stock is currently overvalued, trading approximately 30% above its fair value estimate of $418.72, …
Accumulation Zones
Metric BA DE
Zone Low $255.06 $314.04
Zone High $289.07 $355.91
In Buy Zone? Yes No
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