BA vs UNH: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and UnitedHealth Group Incorporated โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
The Boeing Company ยท Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
UnitedHealth Group Incorporated ยท Healthcare
$353.52
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
UNH trades at a lower forward P/E (26.7x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric BA UNH
Current Price $231.28 $353.52
Fair Value Estimate $335.36 $512.60
Upside to Fair Value +45.0% +45.0%
Market Cap $181.8B $320.9B
Forward P/E 83.4x 26.7x
EV / EBITDA 30.8x 16.1x
Price / Sales 2.0x 0.7x
Price / FCF 776.7x 16.3x
Revenue Growth YoY +14.0% +2.0%
Gross Margin 4.8% 18.8%
Operating Margin -5.9% 4.2%
Return on Equity -8723.1% 12.4%
Dividend Yield 0% 0%
FCF Yield 0.13% 6.13%
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
UNH โ€” UnitedHealth Group Incorporated
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% yโ€ฆ
Accumulation Zones
Metric BA UNH
Zone Low $251.52 $384.45
Zone High $285.06 $435.71
In Buy Zone? Yes Yes
โ† BA Research    UNH Research โ†’    All Research