BA vs GOOG: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Alphabet Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-13.
The Boeing Company Β· Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Alphabet Inc. Β· Communication Services
$355.03
-17.2% 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 (27.0x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BA GOOG
Current Price $234.54 $355.03
Fair Value Estimate $340.08 $294.10
Upside to Fair Value +45.0% -17.2%
Market Cap $184.9B $4,320.1B
Forward P/E 96.9x 27.0x
EV / EBITDA 30.4x 20.0x
Price / Sales 2.0x 10.2x
Price / FCF -177.6x 67.0x
Revenue Growth YoY +14.0% +21.8%
Gross Margin 4.8% 60.4%
Operating Margin -5.9% 32.7%
Return on Equity -8723.1% 39.0%
Dividend Yield 0% 0%
FCF Yield β€” 1.49%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BA β€” The Boeing Company
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…
GOOG β€” Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
Accumulation Zones
Metric BA GOOG
Zone Low $255.06 $220.58
Zone High $289.07 $249.99
In Buy Zone? Yes No
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