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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
GE trades at a lower forward P/E
(37.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
GE |
| Current Price |
$217.63 |
$308.35 |
| Fair Value Estimate |
$260.00 |
$171.94 |
| Upside to Fair Value |
+19.5%
|
-44.2%
|
| Market Cap |
$170.9B |
$325.2B |
| Forward P/E |
74.0x
|
37.8x
|
| EV / EBITDA |
28.4x
|
27.9x
|
| Price / Sales |
1.9x
|
7.2x
|
| Price / FCF |
-88.2x
|
45.2x
|
| Revenue Growth YoY |
+34.5%
|
+18.5%
|
| Gross Margin |
4.8%
|
36.8%
|
| Operating Margin |
-6.1%
|
19.1%
|
| Return on Equity |
41.0%
|
46.6%
|
| Dividend Yield |
0.2% |
0.44% |
| FCF Yield |
-1.1%
|
2.21%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Accumulation Zones
| Metric |
BA |
GE |
| Zone Low |
$195.00 |
$128.96 |
| Zone High |
$221.00 |
$146.15 |
| In Buy Zone? |
Yes
|
No
|