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 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
GE |
| Current Price |
$201.15 |
$312.90 |
| Fair Value Estimate |
$265.00 |
$323.41 |
| Upside to Fair Value |
+31.7%
|
+3.4%
|
| Market Cap |
$159.0B |
$324.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
27.4x
|
| Price / Sales |
1.7x
|
6.4x
|
| Price / FCF |
—
|
38.7x
|
| Revenue Growth YoY |
+8.0%
|
+21.1%
|
| Gross Margin |
4.7%
|
35.4%
|
| Operating Margin |
-5.4%
|
20.8%
|
| Return on Equity |
104.8%
|
49.0%
|
| Dividend Yield |
0% |
0.53% |
| FCF Yield |
—
|
2.58%
|
| Analyst Consensus |
Strong Buy
|
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…
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
Accumulation Zones
| Metric |
BA |
GE |
| Zone Low |
$198.75 |
$242.56 |
| Zone High |
$225.25 |
$274.90 |
| In Buy Zone? |
Yes
|
No
|