BA vs NFLX: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Netflix, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
The Boeing Company ยท Industrials
$231.28
+82.7% upside to fair value
Grade C
VS
Netflix, Inc. ยท Communication Services
$91.02
+95.7% upside to fair value
Grade B High Quality
QuantHub Verdict
NFLX has more upside to fair value (+95.7%). NFLX trades at a lower forward P/E (28.7x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric BA NFLX
Current Price $231.28 $91.02
Fair Value Estimate $422.56 $178.10
Upside to Fair Value +82.7% +95.7%
Market Cap $181.8B $383.3B
Forward P/E 83.4x 28.7x
EV / EBITDA 30.8x 11.4x
Price / Sales 2.0x 8.2x
Price / FCF 776.7x 32.2x
Revenue Growth YoY +14.0% +16.2%
Gross Margin 4.8% 49.0%
Operating Margin -5.9% 29.7%
Return on Equity -8723.1% 49.2%
Dividend Yield 0% 0%
FCF Yield 0.13% 3.1%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BA โ€” The Boeing Company
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 โ€ฆ
NFLX โ€” Netflix, Inc.
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28โ€ฆ
Accumulation Zones
Metric BA NFLX
Zone Low $316.92 $133.57
Zone High $359.18 $151.38
In Buy Zone? Yes Yes
โ† BA Research    NFLX Research โ†’    All Research