BA vs WDC: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
WDC trades at a lower forward P/E
(27.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
WDC |
| Current Price |
$234.54 |
$519.17 |
| Fair Value Estimate |
$340.08 |
$370.00 |
| Upside to Fair Value |
+45.0%
|
-28.7%
|
| Market Cap |
$184.9B |
$178.9B |
| Forward P/E |
96.9x
|
27.8x
|
| EV / EBITDA |
30.4x
|
37.3x
|
| Price / Sales |
2.0x
|
13.9x
|
| Price / FCF |
-177.6x
|
51.0x
|
| Revenue Growth YoY |
+14.0%
|
+35.7%
|
| Gross Margin |
4.8%
|
48.9%
|
| Operating Margin |
-5.9%
|
34.9%
|
| Return on Equity |
-8723.1%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
—
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
BA |
WDC |
| Zone Low |
$255.06 |
$278.00 |
| Zone High |
$289.07 |
$315.00 |
| In Buy Zone? |
Yes
|
No
|