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
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 โฆ
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 28โฆ
Accumulation Zones
| Metric |
BA |
NFLX |
| Zone Low |
$316.92 |
$133.57 |
| Zone High |
$359.18 |
$151.38 |
| In Buy Zone? |
Yes
|
Yes
|