BA vs ORCL: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Oracle Corporation — 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
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
ORCL |
| Current Price |
$234.54 |
$184.31 |
| Fair Value Estimate |
$340.08 |
$210.13 |
| Upside to Fair Value |
+45.0%
|
+14.0%
|
| Market Cap |
$184.9B |
$530.1B |
| Forward P/E |
96.9x
|
31.0x
|
| EV / EBITDA |
30.4x
|
20.4x
|
| Price / Sales |
2.0x
|
7.9x
|
| Price / FCF |
-177.6x
|
-22.4x
|
| Revenue Growth YoY |
+14.0%
|
+20.6%
|
| Gross Margin |
4.8%
|
65.8%
|
| Operating Margin |
-5.9%
|
30.8%
|
| Return on Equity |
-8723.1%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
BA |
ORCL |
| Zone Low |
$255.06 |
$157.60 |
| Zone High |
$289.07 |
$178.61 |
| In Buy Zone? |
Yes
|
No
|