BA vs TSLA: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Tesla, Inc. — 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
Tesla, Inc. · Consumer Cyclical
$343.23
-5.3% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
BA trades at a lower forward P/E
(74.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
TSLA |
| Current Price |
$217.63 |
$343.23 |
| Fair Value Estimate |
$260.00 |
$325.00 |
| Upside to Fair Value |
+19.5%
|
-5.3%
|
| Market Cap |
$170.9B |
$1,287.9B |
| Forward P/E |
74.0x
|
205.5x
|
| EV / EBITDA |
28.4x
|
108.8x
|
| Price / Sales |
1.9x
|
13.6x
|
| Price / FCF |
-88.2x
|
207.1x
|
| Revenue Growth YoY |
+34.5%
|
-2.9%
|
| Gross Margin |
4.8%
|
18.0%
|
| Operating Margin |
-6.1%
|
4.6%
|
| Return on Equity |
41.0%
|
4.8%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
0.48%
|
| Analyst Consensus |
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 …
Tesla remains the most polarizing stock in markets. The core auto business is deteriorating: FY2025 revenue fell 2.9% to $94.8B, net income dropped 46.8% to $3.8B, and Q4 deliveries declined 15.6% YoY to 418K units. Yet the stock trades at 13.6x TTM P/S (near 5yr highs) on the optionality of Cybercab robotaxis launching April 2026, FSD reaching unsupervised status in Austin, and Optimus humanoid …
Accumulation Zones
| Metric |
BA |
TSLA |
| Zone Low |
$195.00 |
$244.00 |
| Zone High |
$221.00 |
$276.00 |
| In Buy Zone? |
Yes
|
No
|