AAR Corp (AIR)vsGE Aerospace (GE)
AIR
AAR Corp
$108.73
+0.10%
INDUSTRIALS · Cap: $4.20B
GE
GE Aerospace
$329.40
+2.74%
INDUSTRIALS · Cap: $313.14B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1408% more annual revenue ($52.58B vs $3.49B). GE leads profitability with a 17.3% profit margin vs 5.5%. AIR appears more attractively valued with a PEG of 2.40. GE earns a higher WallStSmart Score of 59/100 (C).
AIR
Buy55
out of 100
Grade: C
GE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.5%
Fair Value
$61.54
Current Price
$108.73
$47.19 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 24.1% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 52 in profit
15.9% revenue growth
Generating 1.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
4.4% earnings growth
5.5% margin — thin
Premium valuation, high expectations priced in
Trading at 19.4x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AIR
The strongest argument for AIR centers on Price/Book, Revenue Growth. Revenue growth of 24.1% demonstrates continued momentum.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 17.3% and operating margin at 18.5%. Revenue growth of 15.9% demonstrates continued momentum.
Bear Case : AIR
The primary concerns for AIR are PEG Ratio, EPS Growth, Profit Margin.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.37 — expect wider price swings.
AIR is growing revenue faster at 24.1% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GE scores higher overall (59/100 vs 55/100), backed by strong 17.3% margins and 15.9% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AAR Corp
INDUSTRIALS · AEROSPACE & DEFENSE · USA
AAR Corp. The company is headquartered in Wood Dale, Illinois.
Visit Website →GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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