BA vs XOM: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Exxon Mobil Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
The Boeing Company ยท Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Exxon Mobil Corporation ยท Energy
$152.30
-33.0% upside to fair value
Med Conviction Grade C+
QuantHub Verdict
BA has more upside to fair value (+19.5%). XOM trades at a lower forward P/E (17.5x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric BA XOM
Current Price $217.63 $152.30
Fair Value Estimate $260.00 $102.00
Upside to Fair Value +19.5% -33.0%
Market Cap $170.9B $634.6B
Forward P/E 74.0x 17.5x
EV / EBITDA 28.4x 9.8x
Price / Sales 1.9x 2.0x
Price / FCF -88.2x 26.9x
Revenue Growth YoY +34.5% -4.5%
Gross Margin 4.8% 21.7%
Operating Margin -6.1% 10.5%
Return on Equity 41.0% 11.1%
Dividend Yield 0.2% 2.65%
FCF Yield -1.1% 3.72%
Analyst Consensus Buy Buy
Investment Thesis
BA โ€” The Boeing Company
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 โ€ฆ
XOM โ€” Exxon Mobil Corporation
Exxon Mobil is a world-class integrated energy supermajor with unmatched Permian Basin scale following the Pioneer Natural Resources acquisition, a high-margin Guyana growth engine, and disciplined capital allocation. However, the stock remains significantly overvalued relative to its own 5-year history on every key metric. At $152, XOM trades at roughly 22x trailing earnings, 1.96x sales, and 27โ€ฆ
Accumulation Zones
Metric BA XOM
Zone Low $195.00 $77.00
Zone High $221.00 $92.00
In Buy Zone? Yes No
โ† BA Research    XOM Research โ†’    All Research