LIVE
BA
The Boeing Company · Industrials
$222.72
+3.59% this month
VERSUS
⟷
COMPARE
EADSY
Airbus SE · Industrials
$55.00
+12.57% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
BA
1
EADSY
2
Comparison scoreboard
EADSY LEADS 2/5AI Score
BA 41.7
EADSY N/A
1Y Return
BA +11.22%
EADSY ✓+19.79%
Fwd P/E
BA 52.39
EADSY ✓23.45
Target Up.
BA ✓+23.26%
EADSY +6.87%
Op. Margin
BA 1.71%
EADSY N/A
Metrics last refreshed: 6/20/2026
Quick take
BA vs AIRBUS Stock Comparison: AI Score, Valuation, Performance and Upside
Boeing and Airbus are the only two manufacturers of large commercial jets in the world — a true duopoly. Both are production-constrained (orders exceed their ability to deliver), but Airbus has been executing much better while Boeing works through manufacturing quality reforms. Airbus has been gaining market share, delivering more planes annually, and maintaining production ramp targets more reliably. Boeing is working through significant quality, safety, and financial challenges while the aviation industry grows strongly post-pandemic.
BA vs AIRBUS is Boeing navigating the most severe manufacturing quality and financial crisis in its history while maintaining a large backlog and defense business (Boeing) versus Airbus gaining commercial market share with A320neo dominance and more reliable production execution (Airbus) — aviation duopoly at very different execution quality levels.
Live analysis · updated 6/20/2026
EADSY holds the edge across 2 of 5 key metrics in this comparison. EADSY leads on both 1-year return (+19.79%) and forward P/E (23.45x vs 52.39x for BA), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for BA (+23.26%) than for EADSY (+6.87%).
Normalized 1Y performance
BA
EADSY
Recent returns
BA
EADSY
Analyst price targets & sentiment
BA · 27 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.9/5.0)
Price target range
analyst low$140.00
analyst mean$270.00
current price$222.72
+23.3% upside to analyst mean
EADSY · 4 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.0/5.0)
Price target range
analyst low$51.00
analyst high$76.11
analyst mean$58.78
current price$55.00
+6.9% upside to analyst mean
Who should consider this stock?
BA may suit investors who:
- →prefer a potential turnaround in the world's second-largest commercial jet manufacturer if new CEO Kelly Ortberg's manufacturing reforms restore production quality and delivery ramp
- →value Boeing's large defense business providing $25B+ government contract revenue during commercial aviation recovery
- →want aviation duopoly exposure at potentially depressed valuation if Boeing's production quality improves and 737 MAX/787 ramp returns to target
- →are comfortable with ongoing quality risk discoveries, significant debt from years of cash burn, and Airbus market share gains continuing in the near term
EADSY may suit investors who:
- →prefer Airbus as the better-executing aviation duopoly member with A320neo dominance and more reliable production and delivery performance than Boeing
- →value Airbus's 9,000+ aircraft commercial backlog providing multi-year revenue visibility as global aviation expands
- →want aviation sector exposure with the company demonstrating superior manufacturing execution in the duopoly
- →are comfortable with A320neo engine supply constraints limiting Airbus's production ramp, European ADR currency exposure, and commercial aviation cycle risks
Performance & AI score
| Metric | BA | EADSY |
|---|---|---|
| AI score | 41.7 | N/A |
| AI rank | #914 | N/A |
| Latest close | $222.72 | $55.00 |
| 1M return | +3.59% | +12.57% |
| 6M return | +7.94% | +0.55% |
| 1Y return | +11.22% | +19.79% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BA | EADSY |
|---|---|---|
| 1Y ago | $11.27K (+12.7%) started 2025-06-18 | $12.21K (+22.1%) started 2025-06-18 |
| 5Y ago | $9.08K (-9.2%) started 2021-06-21 | $19.67K (+96.7%) started 2021-06-18 |
| 10Y ago | $20.24K (+102.4%) started 2016-06-20 | $52.57K (+425.7%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | BA | EADSY |
|---|---|---|
| Market cap | $172.68B | $173.19B |
| Trailing P/E | 86.92 | 29.89 |
| Forward P/E | 52.39 | 23.45 |
| Price/Sales | 2.29 | 2.39 |
| EV/Revenue | 2.19 | 2.31 |
| Analyst target | $270.00 | $58.78 |
| Target upside | +23.26% | +6.87% |
Growth, profitability & risk
| Metric | BA | EADSY |
|---|---|---|
| Revenue growth | 14.00% | -6.60% |
| Earnings growth | N/A | -26.50% |
| EPS growth | N/A | -26.50% |
| FCF margin | +2.77% | -0.12% |
| Operating margin | 1.71% | N/A |
| Profit margin | 2.46% | 6.91% |
| ROIC proxy | 169.95% | 19.75% |
| Return on equity | 169.95% | 19.75% |
| Dividend yield | N/A | 5.98% |
| Beta | 1.20 | 0.88 |
| Debt/equity | 828.70 | 55.66 |
| Current ratio | 1.18 | 1.14 |
| Quick ratio | 0.32 | 0.40 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
BA max drawdown24.96%
EADSY max drawdown29.47%
BA max wkly drop11.32%
EADSY max wkly drop10.53%
5Y risk snapshot
BA max drawdown53.76%
EADSY max drawdown37.58%
BA max wkly drop21.19%
EADSY max wkly drop20.98%
10Y risk snapshot
BA max drawdown77.92%
EADSY max drawdown64.74%
BA max wkly drop46.26%
EADSY max wkly drop42.93%
Performance metrics by period
| Period | Metric | BA | EADSY |
|---|---|---|---|
| 1Y | Growth | +12.67% | +19.79% |
| CAGR | +12.69% | +19.80% | |
| Sharpe ratio | 0.39 | 0.60 | |
| Max drawdown | 24.96% | 29.47% | |
| Max daily drop | 6.32% | 6.74% | |
| Max wkly drop | 11.32% | 10.53% | |
| 5Y | Growth | -9.20% | +79.83% |
| CAGR | -1.91% | +12.45% | |
| Sharpe ratio | 0.01 | 0.39 | |
| Max drawdown | 53.76% | 37.58% | |
| Max daily drop | 10.47% | 9.35% | |
| Max wkly drop | 21.19% | 20.98% | |
| 10Y | Growth | +83.86% | +337.61% |
| CAGR | +6.28% | +15.92% | |
| Sharpe ratio | 0.25 | 0.47 | |
| Max drawdown | 77.92% | 64.74% | |
| Max daily drop | 23.85% | 22.55% | |
| Max wkly drop | 46.26% | 42.93% |
Business comparison
| Category | BA | EADSY |
|---|---|---|
| Company | The Boeing Company | Airbus SE |
| Sector | Industrials | Industrials |
| Industry | Aerospace & Defense | N/A |
| Core business | Boeing is one of the world's two commercial jet manufacturers (alongside Airbus), producing the 737, 777, and 787 families. Boeing also operates a substantial defense, space, and security business (F-15, F/A-18, Apache helicopters, satellites). Boeing has faced severe operational challenges since the 737 MAX crashes (2018–2019) and subsequent production quality issues (2024 door plug blowout on Alaska Airlines 737-9). The company has been burning cash, losing commercial market share to Airbus, and undertaking significant manufacturing process reforms under new CEO Kelly Ortberg. | Airbus is the world's largest commercial aircraft manufacturer by deliveries, producing the A320 (narrow-body), A330 (wide-body), and A350 (advanced wide-body) families. Airbus has been consistently delivering more aircraft per year than Boeing since the 737 MAX grounding. Airbus's A320neo family is the best-selling commercial jet in history. Airbus also produces defense products (Eurofighter Typhoon, A400M military transport) and helicopters. Airbus stock (EADSY) trades in the US as an ADR. |
| Investor focus | Investors track 737 MAX and 787 production ramp rates (monthly deliveries), defense backlog, cash burn and debt levels, and whether Boeing can return to free cash flow positive as production quality improves. | Investors track annual delivery count (Airbus measures success by deliveries vs order targets), commercial backlog (9,000+ aircraft), A320neo production ramp rate, and H225M/H175 helicopter programs. |
BA strengths
- →Commercial aviation duopoly — airlines globally have only two choices for mainline commercial jets at scale (Boeing and Airbus)
- →737 MAX backlog remains large — despite quality issues, airlines still need Boeing jets because Airbus is also production-constrained, keeping Boeing's order book substantial
- →Defense business provides $25B+ of diversified government revenue independent of commercial aviation recovery timeline
EADSY strengths
- →World's largest commercial jet delivery volume — Airbus has delivered more planes than Boeing for several consecutive years, demonstrating production reliability advantage
- →A320neo family is the world's best-selling commercial aircraft with 9,000+ aircraft in backlog — providing revenue visibility for many years of production
- →European and Asian airline relationships provide geographic customer diversification — Airbus has stronger positions in European, Asian, and Middle Eastern airline fleets vs Boeing's US dominance
Risks to watch — BA
- →Quality and safety issues continue to be discovered in Boeing's manufacturing — the door plug blowout followed years of 737 MAX MCAS issues and 787 electrical problems
- →Airbus has been gaining commercial market share — A320neo family has outsold 737 MAX for several years and A350 competes with 787
- →Boeing's debt load from years of cash burn requires either increased deliveries, equity issuance, or asset sales — balance sheet repair is a multi-year process
Risks to watch — EADSY
- →Airbus also faces production supply chain constraints — cannot ramp A320neo production as fast as it wants due to engine supplier (CFM/Pratt) and aerostructure supply bottlenecks
- →CFM LEAP and Pratt GTF engine issues have delayed deliveries and created customer relations problems similar to Boeing's quality issues
- →Defense business is smaller than Boeing's — Airbus is more concentrated in commercial aviation where cycles can significantly impact revenue
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