BA vs HD: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and The Home Depot, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-13.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
HD trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
HD |
| Current Price |
$234.54 |
$343.30 |
| Fair Value Estimate |
$340.08 |
$462.14 |
| Upside to Fair Value |
+45.0%
|
+34.6%
|
| Market Cap |
$184.9B |
$342.3B |
| Forward P/E |
96.9x
|
24.3x
|
| EV / EBITDA |
30.4x
|
16.5x
|
| Price / Sales |
2.0x
|
2.0x
|
| Price / FCF |
-177.6x
|
23.9x
|
| Revenue Growth YoY |
+14.0%
|
+4.8%
|
| Gross Margin |
4.8%
|
33.1%
|
| Operating Margin |
-5.9%
|
12.4%
|
| Return on Equity |
-8723.1%
|
113.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
4.18%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
Accumulation Zones
| Metric |
BA |
HD |
| Zone Low |
$255.06 |
$346.61 |
| Zone High |
$289.07 |
$392.82 |
| In Buy Zone? |
Yes
|
Yes
|