BA vs GE: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and GE Aerospace β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-25.
The Boeing Company Β· Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
GE Aerospace Β· Industrials
$284.60
-24.0% upside to fair value
Grade B High Quality
QuantHub Verdict
BA has more upside to fair value (+45.0%). GE trades at a lower forward P/E (34.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BA GE
Current Price $231.28 $284.60
Fair Value Estimate $335.36 $216.30
Upside to Fair Value +45.0% -24.0%
Market Cap $181.8B $297.4B
Forward P/E 83.4x 34.1x
EV / EBITDA 30.8x 27.9x
Price / Sales 2.0x 6.2x
Price / FCF 776.7x 39.8x
Revenue Growth YoY +14.0% +24.7%
Gross Margin 4.8% 34.8%
Operating Margin -5.9% 18.5%
Return on Equity -8723.1% 46.4%
Dividend Yield 0% 0%
FCF Yield 0.13% 2.51%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BA β€” The Boeing Company
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
GE β€” GE Aerospace
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
Accumulation Zones
Metric BA GE
Zone Low $251.52 $162.23
Zone High $285.06 $183.86
In Buy Zone? Yes No
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