BA vs UPS: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and United Parcel Service, Inc. — 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
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
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 |
UPS |
| Current Price |
$201.15 |
$99.02 |
| Fair Value Estimate |
$265.00 |
$119.92 |
| Upside to Fair Value |
+31.7%
|
+21.1%
|
| Market Cap |
$159.0B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
10.2x
|
| Price / Sales |
1.7x
|
0.9x
|
| Price / FCF |
—
|
15.3x
|
| Revenue Growth YoY |
+8.0%
|
+7.6%
|
| Gross Margin |
4.7%
|
16.6%
|
| Operating Margin |
-5.4%
|
7.3%
|
| Return on Equity |
104.8%
|
29.1%
|
| Dividend Yield |
0% |
6.62% |
| FCF Yield |
—
|
6.52%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
BA |
UPS |
| Zone Low |
$198.75 |
$89.94 |
| Zone High |
$225.25 |
$101.93 |
| In Buy Zone? |
Yes
|
Yes
|