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 2026-04-22.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
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 |
$231.28 |
$339.40 |
| Fair Value Estimate |
$335.36 |
$318.47 |
| Upside to Fair Value |
+45.0%
|
-6.2%
|
| Market Cap |
$181.8B |
$4,105.7B |
| Forward P/E |
83.4x
|
31.2x
|
| EV / EBITDA |
30.8x
|
23.1x
|
| Price / Sales |
2.0x
|
10.3x
|
| Price / FCF |
776.7x
|
56.4x
|
| Revenue Growth YoY |
+14.0%
|
+11.3%
|
| Gross Margin |
4.8%
|
59.7%
|
| Operating Margin |
-5.9%
|
32.0%
|
| Return on Equity |
-8723.1%
|
35.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
1.77%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
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 |
$251.52 |
$238.85 |
| Zone High |
$285.06 |
$270.70 |
| In Buy Zone? |
Yes
|
No
|