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 2026-07-07.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
NIKE, Inc. · Consumer Cyclical
$41.05
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NKE trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
NKE |
| Current Price |
$234.54 |
$41.05 |
| Fair Value Estimate |
$340.08 |
$59.52 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$184.9B |
$60.7B |
| Forward P/E |
96.9x
|
19.6x
|
| EV / EBITDA |
30.4x
|
14.2x
|
| Price / Sales |
2.0x
|
1.3x
|
| Price / FCF |
-177.6x
|
57.9x
|
| Revenue Growth YoY |
+14.0%
|
-1.1%
|
| Gross Margin |
4.8%
|
42.9%
|
| Operating Margin |
-5.9%
|
8.2%
|
| Return on Equity |
-8723.1%
|
22.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
1.73%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
NIKE, Inc. is a leading global athletic footwear and apparel company with a durable competitive moat supported by its strong brand, scale, and global distribution infrastructure. The company is currently led by CEO Elliott Hill, a seasoned Nike veteran who returned in October 2024 to navigate intensifying competition and channel complexity. Despite its market leadership and solid profitability me…
Accumulation Zones
| Metric |
BA |
NKE |
| Zone Low |
$255.06 |
$44.64 |
| Zone High |
$289.07 |
$50.59 |
| In Buy Zone? |
Yes
|
Yes
|