BA vs GE: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and GE Aerospace — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-16.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
GE trades at a lower forward P/E
(42.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
GE |
| Current Price |
$234.54 |
$360.35 |
| Fair Value Estimate |
$340.08 |
$267.03 |
| Upside to Fair Value |
+45.0%
|
-25.9%
|
| Market Cap |
$184.9B |
$376.5B |
| Forward P/E |
96.9x
|
42.3x
|
| EV / EBITDA |
30.4x
|
33.4x
|
| Price / Sales |
2.0x
|
7.8x
|
| Price / FCF |
-177.6x
|
50.5x
|
| Revenue Growth YoY |
+14.0%
|
+21.1%
|
| Gross Margin |
4.8%
|
36.1%
|
| Operating Margin |
-5.9%
|
21.0%
|
| Return on Equity |
-8723.1%
|
46.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
Accumulation Zones
| Metric |
BA |
GE |
| Zone Low |
$255.06 |
$200.27 |
| Zone High |
$289.07 |
$226.98 |
| In Buy Zone? |
Yes
|
No
|