BA vs ETN: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Eaton Corporation plc — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
ETN trades at a lower forward P/E
(33.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
ETN |
| Current Price |
$234.54 |
$447.28 |
| Fair Value Estimate |
$340.08 |
$405.00 |
| Upside to Fair Value |
+45.0%
|
-9.5%
|
| Market Cap |
$184.9B |
$173.7B |
| Forward P/E |
96.9x
|
33.2x
|
| EV / EBITDA |
30.4x
|
30.0x
|
| Price / Sales |
2.0x
|
5.8x
|
| Price / FCF |
-177.6x
|
38.6x
|
| Revenue Growth YoY |
+14.0%
|
+21.0%
|
| Gross Margin |
4.8%
|
35.9%
|
| Operating Margin |
-5.9%
|
17.7%
|
| Return on Equity |
-8723.1%
|
18.9%
|
| Dividend Yield |
0% |
0.98% |
| FCF Yield |
—
|
2.59%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
Accumulation Zones
| Metric |
BA |
ETN |
| Zone Low |
$255.06 |
$305.00 |
| Zone High |
$289.07 |
$345.00 |
| In Buy Zone? |
Yes
|
No
|