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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
HD |
| Current Price |
$217.63 |
$337.34 |
| Fair Value Estimate |
$260.00 |
$378.00 |
| Upside to Fair Value |
+19.5%
|
+12.1%
|
| Market Cap |
$170.9B |
$336.0B |
| Forward P/E |
74.0x
|
23.0x
|
| EV / EBITDA |
28.4x
|
18.1x
|
| Price / Sales |
1.9x
|
2.3x
|
| Price / FCF |
-88.2x
|
29.7x
|
| Revenue Growth YoY |
+34.5%
|
+3.2%
|
| Gross Margin |
4.8%
|
33.3%
|
| Operating Margin |
-6.1%
|
12.7%
|
| Return on Equity |
41.0%
|
110.5%
|
| Dividend Yield |
0.2% |
2.44% |
| FCF Yield |
-1.1%
|
3.37%
|
| 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 …
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
Accumulation Zones
| Metric |
BA |
HD |
| Zone Low |
$195.00 |
$285.00 |
| Zone High |
$221.00 |
$320.00 |
| In Buy Zone? |
Yes
|
No
|