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 2026-04-18.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
BA trades at a lower forward P/E
(74.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
VRT |
| Current Price |
$217.63 |
$307.34 |
| Fair Value Estimate |
$260.00 |
$272.65 |
| Upside to Fair Value |
+19.5%
|
-11.3%
|
| Market Cap |
$170.9B |
$117.6B |
| Forward P/E |
74.0x
|
88.2x
|
| EV / EBITDA |
28.4x
|
55.3x
|
| Price / Sales |
1.9x
|
11.5x
|
| Price / FCF |
-88.2x
|
61.2x
|
| Revenue Growth YoY |
+34.5%
|
+7.6%
|
| Gross Margin |
4.8%
|
34.8%
|
| Operating Margin |
-6.1%
|
18.2%
|
| Return on Equity |
41.0%
|
40.3%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
1.63%
|
| 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 …
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
BA |
VRT |
| Zone Low |
$195.00 |
$204.49 |
| Zone High |
$221.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|