BA vs MRK: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Merck & Co., 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
Merck & Co., Inc. · Healthcare
$121.42
-2.9% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
MRK trades at a lower forward P/E
(14.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MRK |
| Current Price |
$217.63 |
$121.42 |
| Fair Value Estimate |
$260.00 |
$118.00 |
| Upside to Fair Value |
+19.5%
|
-2.9%
|
| Market Cap |
$170.9B |
$300.2B |
| Forward P/E |
74.0x
|
14.0x
|
| EV / EBITDA |
28.4x
|
11.8x
|
| Price / Sales |
1.9x
|
4.1x
|
| Price / FCF |
-88.2x
|
21.4x
|
| Revenue Growth YoY |
+34.5%
|
+1.3%
|
| Gross Margin |
4.8%
|
81.5%
|
| Operating Margin |
-6.1%
|
41.2%
|
| Return on Equity |
41.0%
|
34.7%
|
| Dividend Yield |
0.2% |
3.1% |
| FCF Yield |
-1.1%
|
4.7%
|
| 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 …
Merck is a top-5 global pharmaceutical company generating $65B in annual revenue with 81.5% gross margins and 28% net margins. Keytruda, the world's best-selling drug at $31.7B (49% of pharma revenue), faces patent expiry in 2028. Merck is aggressively building replacements through M&A and pipeline launches: Winrevair ($1.4B year one), Capvaxive ($759M), and the $6.7B Terns acquisition for TERN-7…
Accumulation Zones
| Metric |
BA |
MRK |
| Zone Low |
$195.00 |
$88.00 |
| Zone High |
$221.00 |
$100.00 |
| In Buy Zone? |
Yes
|
No
|