BA vs GOOGL: 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 2026-04-22.
The Boeing Company Β· Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Alphabet Inc. Β· Communication Services
$341.68
-4.2% upside to fair value
Grade C High Quality
QuantHub Verdict
BA has more upside to fair value (+45.0%). GOOGL trades at a lower forward P/E (31.2x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BA GOOGL
Current Price $231.28 $341.68
Fair Value Estimate $335.36 $327.32
Upside to Fair Value +45.0% -4.2%
Market Cap $181.8B $4,133.3B
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% +18.1%
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
BA β€” The Boeing Company
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 …
GOOGL β€” Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
Accumulation Zones
Metric BA GOOGL
Zone Low $251.52 $245.49
Zone High $285.06 $278.22
In Buy Zone? Yes No
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