BA vs SLB: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and SLB N.V. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-25.
The Boeing Company ยท Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
SLB N.V. ยท Energy
$56.15
+45.0% upside to fair value
Grade B
QuantHub Verdict
SLB trades at a lower forward P/E (24.3x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric BA SLB
Current Price $231.28 $56.15
Fair Value Estimate $335.36 $81.42
Upside to Fair Value +45.0% +45.0%
Market Cap $181.8B $84.3B
Forward P/E 83.4x 24.3x
EV / EBITDA 30.8x 17.5x
Price / Sales 2.0x 2.4x
Price / FCF 776.7x 17.6x
Revenue Growth YoY +14.0% +2.7%
Gross Margin 4.8% 13.6%
Operating Margin -5.9% 11.5%
Return on Equity -8723.1% 12.2%
Dividend Yield 0% 0%
FCF Yield 0.13% 5.69%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BA โ€” The Boeing Company
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 โ€ฆ
SLB โ€” SLB N.V.
SLB N.V. is the world's largest oilfield services company operating primarily in the energy sector with a focus on oil and gas equipment and services. The company benefits from a diversified revenue base across well construction, production systems, reservoir characterization, and digital integration, with fiscal year 2024 revenues totaling over $37 billion. Despite modest revenue growth of 2.7% โ€ฆ
Accumulation Zones
Metric BA SLB
Zone Low $251.52 $61.06
Zone High $285.06 $69.21
In Buy Zone? Yes Yes
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