BA vs GEV: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and GE Vernova Inc. — 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
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
GEV |
| Current Price |
$201.15 |
$951.82 |
| Fair Value Estimate |
$265.00 |
$1,288.67 |
| Upside to Fair Value |
+31.7%
|
+35.4%
|
| Market Cap |
$159.0B |
$253.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
28.2x
|
| Price / Sales |
1.7x
|
6.1x
|
| Price / FCF |
—
|
20.5x
|
| Revenue Growth YoY |
+8.0%
|
+21.9%
|
| Gross Margin |
4.7%
|
20.2%
|
| Operating Margin |
-5.4%
|
4.4%
|
| Return on Equity |
104.8%
|
83.4%
|
| Dividend Yield |
0% |
0.18% |
| FCF Yield |
—
|
4.88%
|
| 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…
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
Accumulation Zones
| Metric |
BA |
GEV |
| Zone Low |
$198.75 |
$966.50 |
| Zone High |
$225.25 |
$1,095.37 |
| In Buy Zone? |
Yes
|
Yes
|