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 2026-09-26.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
QCOM |
| Current Price |
$201.15 |
$201.97 |
| Fair Value Estimate |
$265.00 |
$159.42 |
| Upside to Fair Value |
+31.7%
|
-21.1%
|
| Market Cap |
$159.0B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
16.5x
|
| Price / Sales |
1.7x
|
4.8x
|
| Price / FCF |
—
|
20.5x
|
| Revenue Growth YoY |
+8.0%
|
-4.0%
|
| Gross Margin |
4.7%
|
54.2%
|
| Operating Margin |
-5.4%
|
23.2%
|
| Return on Equity |
104.8%
|
37.3%
|
| Dividend Yield |
0% |
1.79% |
| FCF Yield |
—
|
4.88%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
BA |
QCOM |
| Zone Low |
$198.75 |
$119.56 |
| Zone High |
$225.25 |
$135.51 |
| In Buy Zone? |
Yes
|
No
|