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 2026-09-26.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
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 |
VRT |
| Current Price |
$201.15 |
$253.28 |
| Fair Value Estimate |
$265.00 |
$274.15 |
| Upside to Fair Value |
+31.7%
|
+8.2%
|
| Market Cap |
$159.0B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
38.8x
|
| Price / Sales |
1.7x
|
8.5x
|
| Price / FCF |
—
|
33.3x
|
| Revenue Growth YoY |
+8.0%
|
+24.1%
|
| Gross Margin |
4.7%
|
37.5%
|
| Operating Margin |
-5.4%
|
19.1%
|
| Return on Equity |
104.8%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
—
|
3.0%
|
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
BA |
VRT |
| Zone Low |
$198.75 |
$205.61 |
| Zone High |
$225.25 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|