BA vs GOOG: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Alphabet Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Alphabet Inc. · Communication Services
$339.40
-4.4% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
GOOG trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
GOOG |
| Current Price |
$217.63 |
$339.40 |
| Fair Value Estimate |
$260.00 |
$324.34 |
| Upside to Fair Value |
+19.5%
|
-4.4%
|
| Market Cap |
$170.9B |
$4,105.7B |
| Forward P/E |
74.0x
|
31.2x
|
| EV / EBITDA |
28.4x
|
23.1x
|
| Price / Sales |
1.9x
|
10.3x
|
| Price / FCF |
-88.2x
|
56.4x
|
| Revenue Growth YoY |
+34.5%
|
+11.3%
|
| Gross Margin |
4.8%
|
59.7%
|
| Operating Margin |
-6.1%
|
32.0%
|
| Return on Equity |
41.0%
|
35.0%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
1.77%
|
| 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 …
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Accumulation Zones
| Metric |
BA |
GOOG |
| Zone Low |
$195.00 |
$243.25 |
| Zone High |
$221.00 |
$275.69 |
| In Buy Zone? |
Yes
|
No
|