BA vs GS: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and The Goldman Sachs Group, 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
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
GS |
| Current Price |
$217.63 |
$907.80 |
| Fair Value Estimate |
$260.00 |
$880.00 |
| Upside to Fair Value |
+19.5%
|
-3.1%
|
| Market Cap |
$170.9B |
$269.4B |
| Forward P/E |
74.0x
|
15.6x
|
| EV / EBITDA |
28.4x
|
29.7x
|
| Price / Sales |
1.9x
|
2.1x
|
| Price / FCF |
-88.2x
|
—
|
| Revenue Growth YoY |
+34.5%
|
+9.0%
|
| Gross Margin |
4.8%
|
47.5%
|
| Operating Margin |
-6.1%
|
17.5%
|
| Return on Equity |
41.0%
|
13.8%
|
| Dividend Yield |
0.2% |
1.71% |
| FCF Yield |
-1.1%
|
—
|
| Analyst Consensus |
Buy
|
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 …
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
Accumulation Zones
| Metric |
BA |
GS |
| Zone Low |
$195.00 |
$600.00 |
| Zone High |
$221.00 |
$680.00 |
| In Buy Zone? |
Yes
|
No
|