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 2026-04-18.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
ORCL |
| Current Price |
$217.63 |
$175.08 |
| Fair Value Estimate |
$260.00 |
$218.26 |
| Upside to Fair Value |
+19.5%
|
+24.7%
|
| Market Cap |
$170.9B |
$503.5B |
| Forward P/E |
74.0x
|
30.8x
|
| EV / EBITDA |
28.4x
|
21.4x
|
| Price / Sales |
1.9x
|
7.9x
|
| Price / FCF |
-88.2x
|
-20.4x
|
| Revenue Growth YoY |
+34.5%
|
+7.0%
|
| Gross Margin |
4.8%
|
66.4%
|
| Operating Margin |
-6.1%
|
30.8%
|
| Return on Equity |
41.0%
|
57.4%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
—
|
| 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 …
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
BA |
ORCL |
| Zone Low |
$195.00 |
$163.69 |
| Zone High |
$221.00 |
$185.52 |
| In Buy Zone? |
Yes
|
Yes
|