BA vs UNH: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
UNH |
| Current Price |
$201.15 |
$375.21 |
| Fair Value Estimate |
$265.00 |
$481.06 |
| Upside to Fair Value |
+31.7%
|
+28.2%
|
| Market Cap |
$159.0B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
15.0x
|
| Price / Sales |
1.7x
|
0.8x
|
| Price / FCF |
—
|
14.4x
|
| Revenue Growth YoY |
+8.0%
|
+0.4%
|
| Gross Margin |
4.7%
|
22.5%
|
| Operating Margin |
-5.4%
|
4.8%
|
| Return on Equity |
104.8%
|
14.6%
|
| Dividend Yield |
0% |
2.41% |
| FCF Yield |
—
|
6.95%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
| Metric |
BA |
UNH |
| Zone Low |
$198.75 |
$360.80 |
| Zone High |
$225.25 |
$408.90 |
| In Buy Zone? |
Yes
|
Yes
|