BA vs NKE: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+38.4% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
NKE trades at a lower forward P/E
(27.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
NKE |
| Current Price |
$231.28 |
$42.62 |
| Fair Value Estimate |
$335.36 |
$58.98 |
| Upside to Fair Value |
+45.0%
|
+38.4%
|
| Market Cap |
$181.8B |
$63.0B |
| Forward P/E |
83.4x
|
27.9x
|
| EV / EBITDA |
30.8x
|
20.7x
|
| Price / Sales |
2.0x
|
1.4x
|
| Price / FCF |
776.7x
|
19.4x
|
| Revenue Growth YoY |
+14.0%
|
-9.8%
|
| Gross Margin |
4.8%
|
42.7%
|
| Operating Margin |
-5.9%
|
8.0%
|
| Return on Equity |
-8723.1%
|
24.4%
|
| Dividend Yield |
0% |
3.8% |
| FCF Yield |
0.13%
|
5.2%
|
| Analyst Consensus |
Strong Buy
|
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 …
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
| Metric |
BA |
NKE |
| Zone Low |
$251.52 |
$44.23 |
| Zone High |
$285.06 |
$50.13 |
| In Buy Zone? |
Yes
|
Yes
|