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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+37.7%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
V |
| Current Price |
$217.63 |
$304.36 |
| Fair Value Estimate |
$260.00 |
$419.00 |
| Upside to Fair Value |
+19.5%
|
+37.7%
|
| Market Cap |
$170.9B |
$586.8B |
| Forward P/E |
74.0x
|
23.7x
|
| EV / EBITDA |
28.4x
|
22.3x
|
| Price / Sales |
1.9x
|
14.2x
|
| Price / FCF |
-88.2x
|
25.6x
|
| Revenue Growth YoY |
+34.5%
|
+11.3%
|
| Gross Margin |
4.8%
|
81.08%
|
| Operating Margin |
-6.1%
|
59.18%
|
| Return on Equity |
41.0%
|
54.22%
|
| Dividend Yield |
0.2% |
0.83% |
| FCF Yield |
-1.1%
|
3.91%
|
| Analyst Consensus |
Buy
|
Strong 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 …
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
BA |
V |
| Zone Low |
$195.00 |
$265.00 |
| Zone High |
$221.00 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|