BA vs RTX: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction Grade B
VS
RTX Corporation · Industrials
$193.54
+33.0% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
RTX has more upside to fair value (+33.0%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric BA RTX
Current Price $201.15 $193.54
Fair Value Estimate $265.00 $257.36
Upside to Fair Value +31.7% +33.0%
Market Cap $159.0B $260.9B
Forward P/E — —
EV / EBITDA 28.4x 18.1x
Price / Sales 1.7x 2.8x
Price / FCF — 21.7x
Revenue Growth YoY +8.0% +14.5%
Gross Margin 4.7% 20.3%
Operating Margin -5.4% 11.2%
Return on Equity 104.8% 11.8%
Dividend Yield 0% 1.46%
FCF Yield — 4.6%
Analyst Consensus Strong Buy Buy
Investment Thesis
BA — The Boeing Company
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…
RTX — RTX Corporation
RTX Corporation is a $260.85 billion aerospace and defense conglomerate operating three segments — Collins Aerospace, Pratt & Whitney, and Raytheon — serving commercial aviation, military, and government customers worldwide with 180,000 employees. The business quality is high: it holds intangible-asset and switching-cost advantages rooted in long-cycle engine programs, proprietary defense electro…
Accumulation Zones
Metric BA RTX
Zone Low $198.75 $193.02
Zone High $225.25 $218.76
In Buy Zone? Yes Yes
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