BA vs QCOM: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
QUALCOMM Incorporated · Technology
$134.47
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
QCOM |
| Current Price |
$231.28 |
$134.47 |
| Fair Value Estimate |
$335.36 |
$194.98 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$181.8B |
$143.6B |
| Forward P/E |
83.4x
|
26.8x
|
| EV / EBITDA |
30.8x
|
—
|
| Price / Sales |
2.0x
|
3.2x
|
| Price / FCF |
776.7x
|
11.1x
|
| Revenue Growth YoY |
+14.0%
|
+8.7%
|
| Gross Margin |
4.8%
|
55.1%
|
| Operating Margin |
-5.9%
|
27.1%
|
| Return on Equity |
-8723.1%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
0.13%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
BA |
QCOM |
| Zone Low |
$251.52 |
$146.23 |
| Zone High |
$285.06 |
$165.73 |
| In Buy Zone? |
Yes
|
Yes
|