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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
MSFT has more upside to fair value
(+32.4%).
MSFT trades at a lower forward P/E
(22.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MSFT |
| Current Price |
$217.63 |
$372.20 |
| Fair Value Estimate |
$260.00 |
$493.00 |
| Upside to Fair Value |
+19.5%
|
+32.4%
|
| Market Cap |
$170.9B |
$2,763.6B |
| Forward P/E |
74.0x
|
22.0x
|
| EV / EBITDA |
28.4x
|
17.5x
|
| Price / Sales |
1.9x
|
9.1x
|
| Price / FCF |
-88.2x
|
35.8x
|
| Revenue Growth YoY |
+34.5%
|
+14.9%
|
| Gross Margin |
4.8%
|
68.8%
|
| Operating Margin |
-6.1%
|
45.6%
|
| Return on Equity |
41.0%
|
29.6%
|
| Dividend Yield |
0.2% |
0.94% |
| FCF Yield |
-1.1%
|
2.8%
|
| Analyst Consensus |
Buy
|
Strong 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 …
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
Accumulation Zones
| Metric |
BA |
MSFT |
| Zone Low |
$195.00 |
$370.00 |
| Zone High |
$221.00 |
$419.00 |
| In Buy Zone? |
Yes
|
Yes
|