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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Alphabet Inc. · Communication Services
$317.41
-4.5% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
GOOGL trades at a lower forward P/E
(29.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
GOOGL |
| Current Price |
$217.63 |
$317.41 |
| Fair Value Estimate |
$260.00 |
$303.05 |
| Upside to Fair Value |
+19.5%
|
-4.5%
|
| Market Cap |
$170.9B |
$3,839.7B |
| Forward P/E |
74.0x
|
29.0x
|
| EV / EBITDA |
28.4x
|
21.5x
|
| Price / Sales |
1.9x
|
9.5x
|
| Price / FCF |
-88.2x
|
52.4x
|
| 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%
|
1.91%
|
| 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 and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
Accumulation Zones
| Metric |
BA |
GOOGL |
| Zone Low |
$195.00 |
$227.29 |
| Zone High |
$221.00 |
$257.59 |
| In Buy Zone? |
Yes
|
No
|