LIVE
SPCX
SpaceX · Aerospace & Defense
$153.23
N/A this month
VERSUS
⟷
COMPARE
BA
The Boeing Company · Industrials
$217.25
-3.14% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
SPCX
1
BA
1
Comparison scoreboard
MIXED SETUPAI Score
SPCX N/A
BA 41.3
1Y Return
SPCX N/A
BA +9.23%
Fwd P/E
SPCX 779.12
BA ✓53.26
Target Up.
SPCX ✓+22.56%
BA +21.23%
Op. Margin
SPCX N/A
BA 1.71%
Metrics last refreshed: 6/28/2026
Quick take
SPCX vs BA: SpaceX vs Boeing Stock Comparison: AI Score, Valuation, Performance and Upside
SpaceX represents the new space economy — fast-iterating, vertically integrated, and technology-first. Boeing represents legacy aerospace — massive scale, duopoly position in commercial aviation, and deep defense contracts. SpaceX has momentum, innovation speed, and Starlink recurring revenue; Boeing has the commercial aircraft duopoly and defense portfolio but faces quality challenges and balance sheet repair.
Use this SPCX vs BA comparison to evaluate old aerospace vs new space. SpaceX offers disruptive space platform growth at a premium valuation; Boeing offers legacy aerospace duopoly value with a turnaround thesis at a more moderate valuation.
Live analysis · updated 6/28/2026
SPCX and BA are closely matched — they split the tracked metrics evenly. Analyst consensus implies similar upside for both: +22.56% for SPCX and +21.23% for BA.
Normalized 1Y performance
SPCX
BA
Recent returns
SPCX
BA
Analyst price targets & sentiment
SPCX · 5 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.1/5.0)
Price target range
analyst low$62.00
analyst high$310.00
analyst mean$187.80
current price$153.23
+22.6% upside to analyst mean
BA · 27 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.9/5.0)
Price target range
analyst low$140.00
analyst mean$270.00
current price$217.25
+21.2% upside to analyst mean
Who should consider this stock?
SPCX may suit investors who:
- →Want exposure to the fastest-growing and most innovative aerospace company in the world
- →Believe Starlink's broadband recurring revenue and launch dominance justify a premium valuation
- →Value SpaceX's rapid innovation cycle as a structural advantage over legacy aerospace incumbents
- →Are comfortable with post-IPO valuation risk for a category-defining space platform
BA may suit investors who:
- →Believe Boeing's commercial aviation duopoly will eventually restore margins and cash flow as production ramps
- →Want defense and government revenue exposure alongside commercial aerospace recovery
- →See Boeing as a turnaround opportunity at a lower valuation than its historical average
- →Prefer an established aerospace company with a massive aircraft backlog providing revenue visibility
Performance & AI score
| Metric | SPCX | BA |
|---|---|---|
| AI score | N/A | 41.3 |
| AI rank | N/A | #898 |
| Latest close | $153.23 | $217.25 |
| 1M return | N/A | -3.14% |
| 6M return | N/A | -0.42% |
| 1Y return | N/A | +9.23% |
$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 | SPCX | BA |
|---|---|---|
| 1Y ago | $9.52K (-4.8%) started 2026-06-12 | $10.72K (+7.2%) started 2025-06-26 |
| 5Y ago | $9.52K (-4.8%) started 2026-06-12 | $9.05K (-9.5%) started 2021-06-28 |
| 10Y ago | $9.52K (-4.8%) started 2026-06-12 | $21.36K (+113.6%) started 2016-06-27 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | SPCX | BA |
|---|---|---|
| Market cap | $2.02T | $175.57B |
| Trailing P/E | N/A | 87.69 |
| Forward P/E | 779.12 | 53.26 |
| Price/Sales | 104.59 | 2.29 |
| EV/Revenue | 46.75 | 2.22 |
| Analyst target | $187.80 | $270.00 |
| Target upside | +22.56% | +21.23% |
Growth, profitability & risk
| Metric | SPCX | BA |
|---|---|---|
| Revenue growth | 15.40% | 14.00% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | N/A | +2.77% |
| Operating margin | N/A | 1.71% |
| Profit margin | -45.00% | 2.46% |
| ROIC proxy | N/A | 169.95% |
| Return on equity | N/A | 169.95% |
| Dividend yield | 0.00% | N/A |
| Beta | N/A | 1.20 |
| Debt/equity | 73.60 | 828.70 |
| Current ratio | 1.22 | 1.18 |
| Quick ratio | 1.09 | 0.32 |
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
SPCX max drawdown27.62%
BA max drawdown24.96%
SPCX max wkly drop26.89%
BA max wkly drop11.32%
5Y risk snapshot
SPCX max drawdown27.62%
BA max drawdown51.72%
SPCX max wkly drop26.89%
BA max wkly drop21.19%
10Y risk snapshot
SPCX max drawdown27.62%
BA max drawdown77.92%
SPCX max wkly drop26.89%
BA max wkly drop46.26%
Performance metrics by period
| Period | Metric | SPCX | BA |
|---|---|---|---|
| 1Y | Growth | -4.80% | +7.24% |
| CAGR | -72.26% | +7.25% | |
| Sharpe ratio | N/A | 0.24 | |
| Max drawdown | 27.62% | 24.96% | |
| Max daily drop | 16.43% | 6.32% | |
| Max wkly drop | 26.89% | 11.32% | |
| 5Y | Growth | -4.80% | -9.46% |
| CAGR | -72.26% | -1.97% | |
| Sharpe ratio | N/A | 0.01 | |
| Max drawdown | 27.62% | 51.72% | |
| Max daily drop | 16.43% | 10.47% | |
| Max wkly drop | 26.89% | 21.19% | |
| 10Y | Growth | -4.80% | +94.03% |
| CAGR | -72.26% | +6.86% | |
| Sharpe ratio | N/A | 0.26 | |
| Max drawdown | 27.62% | 77.92% | |
| Max daily drop | 16.43% | 23.85% | |
| Max wkly drop | 26.89% | 46.26% |
Business comparison
| Category | SPCX | BA |
|---|---|---|
| Company | SpaceX | The Boeing Company |
| Sector | Aerospace & Defense | Industrials |
| Industry | N/A | Aerospace & Defense |
| Core business | Vertically integrated space company operating reusable Falcon 9 and Starship launch vehicles, Starlink satellite broadband constellation, and Starshield government services. | Global aerospace and defense company manufacturing commercial aircraft (737, 787), defense systems (F-15, KC-46, satellites), and space systems (SLS, Starliner, ISS modules). |
| Investor focus | Starlink subscriber growth, Starship development milestones, government launch contracts, and profitability across the combined launch + connectivity business. | 737 MAX production ramp, quality and safety improvements, defense contract execution, free cash flow recovery, and balance sheet deleveraging. |
SPCX strengths
- →Dominant global launch market share with the lowest cost-per-kilogram to orbit via reusable Falcon 9 rockets
- →Starlink satellite broadband with millions of subscribers and growing enterprise/government revenue
- →Innovation velocity — SpaceX iterates and tests faster than any aerospace company in history
BA strengths
- →Duopoly position with Airbus in commercial aviation — massive backlog of aircraft orders provides years of production revenue visibility
- →Defense and space portfolio provides government revenue stability and diversification beyond commercial aircraft cycles
- →Massive installed base of commercial aircraft generates long-term aftermarket services and parts revenue
Risks to watch — SPCX
- →Post-IPO valuation at $1.77 trillion prices in decades of execution
- →Starship development risk — timeline delays and test failures could weigh on sentiment
- →Key-person risk tied to Elon Musk's leadership across multiple companies
Risks to watch — BA
- →Quality and safety concerns have damaged Boeing's reputation and slowed 737 MAX production ramp
- →Significant debt burden from years of negative cash flow — balance sheet repair is a multi-year process
- →Space programs (SLS, Starliner) have experienced significant cost overruns and schedule delays
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