BA vs VRT: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
VRT trades at a lower forward P/E
(75.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
VRT |
| Current Price |
$231.28 |
$305.14 |
| Fair Value Estimate |
$335.36 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$181.8B |
$116.8B |
| Forward P/E |
83.4x
|
75.0x
|
| EV / EBITDA |
30.8x
|
50.1x
|
| Price / Sales |
2.0x
|
10.8x
|
| Price / FCF |
776.7x
|
50.5x
|
| Revenue Growth YoY |
+14.0%
|
+30.1%
|
| Gross Margin |
4.8%
|
36.2%
|
| Operating Margin |
-5.9%
|
18.5%
|
| Return on Equity |
-8723.1%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
1.98%
|
| 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 …
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
BA |
VRT |
| Zone Low |
$251.52 |
$125.87 |
| Zone High |
$285.06 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|