BWX Technologies Inc (BWXT)vsGE Aerospace (GE)
BWXT
BWX Technologies Inc
$185.95
-2.52%
INDUSTRIALS · Cap: $17.72B
GE
GE Aerospace
$328.00
+0.76%
INDUSTRIALS · Cap: $331.96B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1331% more annual revenue ($48.31B vs $3.38B). GE leads profitability with a 17.9% profit margin vs 10.2%. BWXT appears more attractively valued with a PEG of 1.67. BWXT earns a higher WallStSmart Score of 64/100 (C+).
BWXT
Buy64
out of 100
Grade: C+
GE
Buy59
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 27 in profit
Revenue surging 26.1% year-over-year
Earnings expanding 20.7% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 48 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 13.3x book value
Elevated debt levels
Weak financial health signals
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 : BWXT
The strongest argument for BWXT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 26.1% 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 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
Bear Case : BWXT
The primary concerns for BWXT are PEG Ratio, Price/Book, Debt/Equity. A P/E of 51.6x leaves little room for execution misses. Debt-to-equity of 1.58 is elevated, increasing financial risk.
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 1.35 — expect wider price swings.
BWXT is growing revenue faster at 26.1% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BWXT scores higher overall (64/100 vs 59/100) and 26.1% 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.
BWX Technologies Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company is headquartered in Lynchburg, Virginia.
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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