BA vs NFLX: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
NFLX |
| Current Price |
$201.15 |
$76.41 |
| Fair Value Estimate |
$265.00 |
$110.00 |
| Upside to Fair Value |
+31.7%
|
+44.0%
|
| Market Cap |
$159.0B |
$318.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
10.6x
|
| Price / Sales |
1.7x
|
6.6x
|
| Price / FCF |
—
|
29.1x
|
| Revenue Growth YoY |
+8.0%
|
+13.4%
|
| Gross Margin |
4.7%
|
49.1%
|
| Operating Margin |
-5.4%
|
29.7%
|
| Return on Equity |
104.8%
|
48.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.44%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
Accumulation Zones
| Metric |
BA |
NFLX |
| Zone Low |
$198.75 |
$82.50 |
| Zone High |
$225.25 |
$93.50 |
| In Buy Zone? |
Yes
|
Yes
|