Applied Industrial Technologies (AIT)vsGE Aerospace (GE)
AIT
Applied Industrial Technologies
$299.10
+0.51%
INDUSTRIALS · Cap: $12.14B
GE
GE Aerospace
$313.05
+3.96%
INDUSTRIALS · Cap: $325.62B
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 2.78. 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
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 52 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 1.8B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 18.4x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AIT
The strongest argument for AIT centers on Altman Z-Score, 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 1.37 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
GE generates stronger free cash flow (1.8B), 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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