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 2026-07-25.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
GEV |
| Current Price |
$234.54 |
$1,014.75 |
| Fair Value Estimate |
$340.08 |
$850.00 |
| Upside to Fair Value |
+45.0%
|
-16.2%
|
| Market Cap |
$184.9B |
$270.3B |
| Forward P/E |
96.9x
|
34.3x
|
| EV / EBITDA |
30.4x
|
25.6x
|
| Price / Sales |
2.0x
|
6.6x
|
| Price / FCF |
-177.6x
|
22.0x
|
| Revenue Growth YoY |
+14.0%
|
+15.0%
|
| Gross Margin |
4.8%
|
21.3%
|
| Operating Margin |
-5.9%
|
5.9%
|
| Return on Equity |
-8723.1%
|
30.0%
|
| Dividend Yield |
0% |
0.17% |
| FCF Yield |
—
|
4.5%
|
| Analyst Consensus |
Strong Buy
|
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 Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
Accumulation Zones
| Metric |
BA |
GEV |
| Zone Low |
$255.06 |
$640.00 |
| Zone High |
$289.07 |
$723.00 |
| In Buy Zone? |
Yes
|
No
|