BA vs MSFT: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-29.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Microsoft Corporation · Technology
$429.25
-1.3% upside to fair value
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
MSFT trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MSFT |
| Current Price |
$231.28 |
$429.25 |
| Fair Value Estimate |
$335.36 |
$423.82 |
| Upside to Fair Value |
+45.0%
|
-1.3%
|
| Market Cap |
$181.8B |
$3,187.4B |
| Forward P/E |
83.4x
|
26.8x
|
| EV / EBITDA |
30.8x
|
17.2x
|
| Price / Sales |
2.0x
|
10.4x
|
| Price / FCF |
776.7x
|
41.2x
|
| Revenue Growth YoY |
+14.0%
|
+16.7%
|
| Gross Margin |
4.8%
|
68.6%
|
| Operating Margin |
-5.9%
|
46.7%
|
| Return on Equity |
-8723.1%
|
33.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
2.43%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
Accumulation Zones
| Metric |
BA |
MSFT |
| Zone Low |
$251.52 |
$317.87 |
| Zone High |
$285.06 |
$360.25 |
| In Buy Zone? |
Yes
|
No
|