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 2026-04-16.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+77.7%).
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 |
$217.63 |
$134.47 |
| Fair Value Estimate |
$260.00 |
$239.00 |
| Upside to Fair Value |
+19.5%
|
+77.7%
|
| Market Cap |
$170.9B |
$143.6B |
| Forward P/E |
74.0x
|
26.8x
|
| EV / EBITDA |
28.4x
|
—
|
| Price / Sales |
1.9x
|
3.2x
|
| Price / FCF |
-88.2x
|
11.1x
|
| Revenue Growth YoY |
+34.5%
|
+8.7%
|
| Gross Margin |
4.8%
|
55.1%
|
| Operating Margin |
-6.1%
|
27.1%
|
| Return on Equity |
41.0%
|
21.6%
|
| Dividend Yield |
0.2% |
— |
| FCF Yield |
-1.1%
|
9.0%
|
| Analyst Consensus |
Buy
|
Hold
|
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 …
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 |
$195.00 |
$179.00 |
| Zone High |
$221.00 |
$203.00 |
| In Buy Zone? |
Yes
|
Yes
|