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 2026-07-07.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
United Parcel Service, Inc. · Industrials
$105.00
+12.9% upside to fair value
Grade B
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
UPS trades at a lower forward P/E
(17.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
UPS |
| Current Price |
$234.54 |
$105.00 |
| Fair Value Estimate |
$340.08 |
$118.53 |
| Upside to Fair Value |
+45.0%
|
+12.9%
|
| Market Cap |
$184.9B |
$89.2B |
| Forward P/E |
96.9x
|
17.0x
|
| EV / EBITDA |
30.4x
|
9.6x
|
| Price / Sales |
2.0x
|
1.0x
|
| Price / FCF |
-177.6x
|
19.8x
|
| Revenue Growth YoY |
+14.0%
|
-1.6%
|
| Gross Margin |
4.8%
|
17.8%
|
| Operating Margin |
-5.9%
|
8.5%
|
| Return on Equity |
-8723.1%
|
33.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
5.06%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
United Parcel Service, Inc. operates as a global integrated freight and logistics company with a strong presence in U.S. domestic package delivery, international package services, and supply chain solutions. The company benefits from a durable competitive moat supported by its extensive network capabilities, premium service positioning, and strategic focus on higher-margin segments such as health…
Accumulation Zones
| Metric |
BA |
UPS |
| Zone Low |
$255.06 |
$88.90 |
| Zone High |
$289.07 |
$100.75 |
| In Buy Zone? |
Yes
|
No
|