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 2026-09-24.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Eaton Corporation plc · Industrials
$438.76
+32.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ETN has more upside to fair value
(+32.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
ETN |
| Current Price |
$201.15 |
$438.76 |
| Fair Value Estimate |
$265.00 |
$579.99 |
| Upside to Fair Value |
+31.7%
|
+32.2%
|
| Market Cap |
$159.0B |
$170.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
29.6x
|
| Price / Sales |
1.7x
|
5.7x
|
| Price / FCF |
—
|
37.9x
|
| Revenue Growth YoY |
+8.0%
|
+21.4%
|
| Gross Margin |
4.7%
|
35.9%
|
| Operating Margin |
-5.4%
|
17.7%
|
| Return on Equity |
104.8%
|
19.6%
|
| Dividend Yield |
0% |
0.99% |
| FCF Yield |
—
|
2.64%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
Eaton Corporation plc is a Dublin-headquartered power management company with roughly 97,303 employees, operating electrical, aerospace, vehicle and eMobility segments that supply power distribution, circuit protection, power quality and reliability equipment and services. The business quality is high: TTM gross margin of 35.9%, TTM operating margin of 17.7%, TTM net margin of 12.8% and ROE of 19…
Accumulation Zones
| Metric |
BA |
ETN |
| Zone Low |
$198.75 |
$434.99 |
| Zone High |
$225.25 |
$492.99 |
| In Buy Zone? |
Yes
|
Yes
|