BA vs GOOGL: 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 2026-09-25.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
GOOGL |
| Current Price |
$201.15 |
$342.36 |
| Fair Value Estimate |
$265.00 |
$399.26 |
| Upside to Fair Value |
+31.7%
|
+16.6%
|
| Market Cap |
$159.0B |
$4,143.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
12.9x
|
| Price / Sales |
1.7x
|
9.3x
|
| Price / FCF |
—
|
78.1x
|
| Revenue Growth YoY |
+8.0%
|
+24.2%
|
| Gross Margin |
4.7%
|
60.9%
|
| Operating Margin |
-5.4%
|
33.1%
|
| Return on Equity |
104.8%
|
50.8%
|
| Dividend Yield |
0% |
0.25% |
| FCF Yield |
—
|
1.28%
|
| 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…
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Accumulation Zones
| Metric |
BA |
GOOGL |
| Zone Low |
$198.75 |
$299.44 |
| Zone High |
$225.25 |
$339.37 |
| In Buy Zone? |
Yes
|
No
|