BA vs V: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Visa 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
Visa Inc. · Financial Services
$368.29
+25.7% 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 |
V |
| Current Price |
$201.15 |
$368.29 |
| Fair Value Estimate |
$265.00 |
$463.00 |
| Upside to Fair Value |
+31.7%
|
+25.7%
|
| Market Cap |
$159.0B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
24.0x
|
| Price / Sales |
1.7x
|
15.5x
|
| Price / FCF |
—
|
33.5x
|
| Revenue Growth YoY |
+8.0%
|
+14.4%
|
| Gross Margin |
4.7%
|
80.2%
|
| Operating Margin |
-5.4%
|
60.7%
|
| Return on Equity |
104.8%
|
61.3%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
—
|
2.98%
|
| 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…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
BA |
V |
| Zone Low |
$198.75 |
$347.25 |
| Zone High |
$225.25 |
$393.55 |
| In Buy Zone? |
Yes
|
Yes
|