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 2026-04-22.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Visa Inc. · Financial Services
$304.36
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
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 |
$231.28 |
$304.36 |
| Fair Value Estimate |
$335.36 |
$441.32 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$181.8B |
$586.8B |
| Forward P/E |
83.4x
|
23.7x
|
| EV / EBITDA |
30.8x
|
22.3x
|
| Price / Sales |
2.0x
|
14.2x
|
| Price / FCF |
776.7x
|
25.6x
|
| Revenue Growth YoY |
+14.0%
|
+11.3%
|
| Gross Margin |
4.8%
|
81.08%
|
| Operating Margin |
-5.9%
|
59.18%
|
| Return on Equity |
-8723.1%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
0.13%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
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 |
$251.52 |
$330.99 |
| Zone High |
$285.06 |
$375.12 |
| In Buy Zone? |
Yes
|
Yes
|