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 2026-05-20.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
HD trades at a lower forward P/E
(20.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
HD |
| Current Price |
$231.28 |
$302.44 |
| Fair Value Estimate |
$335.36 |
$369.00 |
| Upside to Fair Value |
+45.0%
|
+22.0%
|
| Market Cap |
$181.8B |
$301.2B |
| Forward P/E |
83.4x
|
20.5x
|
| EV / EBITDA |
30.8x
|
16.5x
|
| Price / Sales |
2.0x
|
2.0x
|
| Price / FCF |
776.7x
|
26.6x
|
| Revenue Growth YoY |
+14.0%
|
+4.8%
|
| Gross Margin |
4.8%
|
33.3%
|
| Operating Margin |
-5.9%
|
12.7%
|
| Return on Equity |
-8723.1%
|
110.5%
|
| Dividend Yield |
0% |
2.72% |
| FCF Yield |
0.13%
|
3.75%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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 …
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and an expanding Pro contractor segment bolstered by the SRS Distribution acquisition. Q1 FY2026 results released May 19 beat both the top and bottom line, with revenue of $41.77B up 4.8% year over year and adjusted EPS of $3.43 versus the $3.41 consensus. Comp sales grew only 0.6% howe…
Accumulation Zones
| Metric |
BA |
HD |
| Zone Low |
$251.52 |
$276.75 |
| Zone High |
$285.06 |
$313.65 |
| In Buy Zone? |
Yes
|
Yes
|