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 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
WDC |
| Current Price |
$201.15 |
$441.36 |
| Fair Value Estimate |
$265.00 |
$367.30 |
| Upside to Fair Value |
+31.7%
|
-16.8%
|
| Market Cap |
$159.0B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
17.4x
|
| Price / Sales |
1.7x
|
11.8x
|
| Price / FCF |
—
|
47.3x
|
| Revenue Growth YoY |
+8.0%
|
+43.8%
|
| Gross Margin |
4.7%
|
48.9%
|
| Operating Margin |
-5.4%
|
34.9%
|
| Return on Equity |
104.8%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
—
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
BA |
WDC |
| Zone Low |
$198.75 |
$275.48 |
| Zone High |
$225.25 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|