BA vs SLB: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and SLB N.V. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-07.
The Boeing Company Β· Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
SLB N.V. Β· Energy
$48.09
-33.4% upside to fair value
Grade C
QuantHub Verdict
BA has more upside to fair value (+45.0%). SLB trades at a lower forward P/E (21.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BA SLB
Current Price $234.54 $48.09
Fair Value Estimate $340.08 $32.01
Upside to Fair Value +45.0% -33.4%
Market Cap $184.9B $71.9B
Forward P/E 96.9x 21.8x
EV / EBITDA 30.4x 10.9x
Price / Sales 2.0x 2.0x
Price / FCF -177.6x 15.4x
Revenue Growth YoY +14.0% +2.7%
Gross Margin 4.8% 17.3%
Operating Margin -5.9% 14.4%
Return on Equity -8723.1% 13.5%
Dividend Yield 0% 0%
FCF Yield β€” 6.51%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BA β€” The Boeing Company
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
SLB β€” SLB N.V.
SLB N.V. is a global leader in oilfield services, specializing in well construction, production systems, reservoir performance, and digital solutions. The company benefits from a durable competitive moat anchored in technology, integrated service breadth, and global infrastructure, with a management team that has long tenure and deep industry experience. Despite solid free cash flow generation of…
Accumulation Zones
Metric BA SLB
Zone Low $255.06 $24.01
Zone High $289.07 $27.21
In Buy Zone? Yes No
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