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 2026-09-26.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
NVDA |
| Current Price |
$201.15 |
$225.07 |
| Fair Value Estimate |
$265.00 |
$326.35 |
| Upside to Fair Value |
+31.7%
|
+45.0%
|
| Market Cap |
$159.0B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
23.4x
|
| Price / Sales |
1.7x
|
18.0x
|
| Price / FCF |
—
|
42.9x
|
| Revenue Growth YoY |
+8.0%
|
+105.9%
|
| Gross Margin |
4.7%
|
74.7%
|
| Operating Margin |
-5.4%
|
65.2%
|
| Return on Equity |
104.8%
|
110.1%
|
| Dividend Yield |
0% |
0.23% |
| FCF Yield |
—
|
2.33%
|
| 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…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
BA |
NVDA |
| Zone Low |
$198.75 |
$244.76 |
| Zone High |
$225.25 |
$277.40 |
| In Buy Zone? |
Yes
|
Yes
|