BA vs SLB: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and SLB N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
SLB |
| Current Price |
$217.63 |
$51.92 |
| Fair Value Estimate |
$260.00 |
$41.43 |
| Upside to Fair Value |
+19.5%
|
-20.2%
|
| Market Cap |
$170.9B |
$77.9B |
| Forward P/E |
74.0x
|
18.6x
|
| EV / EBITDA |
28.4x
|
9.2x
|
| Price / Sales |
1.9x
|
2.2x
|
| Price / FCF |
-88.2x
|
16.1x
|
| Revenue Growth YoY |
+34.5%
|
-1.6%
|
| Gross Margin |
4.8%
|
18.21%
|
| Operating Margin |
-6.1%
|
15.28%
|
| Return on Equity |
41.0%
|
12.83%
|
| Dividend Yield |
0.2% |
2.21% |
| FCF Yield |
-1.1%
|
6.21%
|
| Analyst Consensus |
Buy
|
Buy
|
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 …
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Accumulation Zones
| Metric |
BA |
SLB |
| Zone Low |
$195.00 |
$34.00 |
| Zone High |
$221.00 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|