BA vs NVDA: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
NVDA |
| Current Price |
$217.63 |
$182.08 |
| Fair Value Estimate |
$260.00 |
$290.00 |
| Upside to Fair Value |
+19.5%
|
+59.3%
|
| Market Cap |
$170.9B |
$4,425.5B |
| Forward P/E |
74.0x
|
—
|
| EV / EBITDA |
28.4x
|
31.4x
|
| Price / Sales |
1.9x
|
21.0x
|
| Price / FCF |
-88.2x
|
46.9x
|
| Revenue Growth YoY |
+34.5%
|
+65.5%
|
| Gross Margin |
4.8%
|
71.1%
|
| Operating Margin |
-6.1%
|
60.4%
|
| Return on Equity |
41.0%
|
76.3%
|
| Dividend Yield |
0.2% |
0.02% |
| FCF Yield |
-1.1%
|
2.13%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
BA |
NVDA |
| Zone Low |
$195.00 |
$218.00 |
| Zone High |
$221.00 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|