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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
UNH has more upside to fair value
(+41.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
UNH |
| Current Price |
$217.63 |
$304.33 |
| Fair Value Estimate |
$260.00 |
$430.00 |
| Upside to Fair Value |
+19.5%
|
+41.3%
|
| Market Cap |
$170.9B |
$276.2B |
| Forward P/E |
74.0x
|
15.1x
|
| EV / EBITDA |
28.4x
|
14.3x
|
| Price / Sales |
1.9x
|
0.6x
|
| Price / FCF |
-88.2x
|
17.2x
|
| Revenue Growth YoY |
+34.5%
|
+11.8%
|
| Gross Margin |
4.8%
|
18.5%
|
| Operating Margin |
-6.1%
|
4.2%
|
| Return on Equity |
41.0%
|
12.7%
|
| Dividend Yield |
0.2% |
2.9% |
| FCF Yield |
-1.1%
|
5.82%
|
| 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 …
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
BA |
UNH |
| Zone Low |
$195.00 |
$280.00 |
| Zone High |
$221.00 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|