Applied Industrial Technologies (AIT)vsGE Aerospace (GE)
AIT
Applied Industrial Technologies
$323.78
+1.63%
INDUSTRIALS · Cap: $11.99B
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 920% more annual revenue ($50.64B vs $4.97B). GE leads profitability with a 17.7% profit margin vs 8.3%. AIT appears more attractively valued with a PEG of 2.71. GE earns a higher WallStSmart Score of 65/100 (C+).
AIT
Buy57
out of 100
Grade: C
GE
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 2.9B in free cash flow
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 19.0x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AIT
The strongest argument for AIT centers on Return on Equity, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : AIT
The primary concerns for AIT are P/E Ratio, PEG Ratio.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
AIT profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 57/100), backed by strong 17.7% margins and 21.1% 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.
Applied Industrial Technologies
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Applied Industrial Technologies, Inc. distributes industrial products in North America, Australia, New Zealand, and Singapore. The company is headquartered in Cleveland, Ohio.
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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