BWX Technologies Inc (BWXT)vsGE Aerospace (GE)
BWXT
BWX Technologies Inc
$222.13
+8.48%
INDUSTRIALS · Cap: $18.76B
GE
GE Aerospace
$296.56
+2.04%
INDUSTRIALS · Cap: $306.56B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1334% more annual revenue ($45.85B vs $3.20B). GE leads profitability with a 19.0% profit margin vs 10.3%. BWXT appears more attractively valued with a PEG of 1.67. GE earns a higher WallStSmart Score of 65/100 (C+).
BWXT
Buy62
out of 100
Grade: C+
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.5%
Fair Value
$167.54
Current Price
$222.13
$54.59 premium
Margin of Safety
+21.3%
Fair Value
$376.74
Current Price
$296.56
$80.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 28 in profit
18.7% revenue growth
Earnings expanding 31.1% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
17.6% revenue growth
Earnings expanding 37.4% YoY
Generating 1.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 16.5x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 16.7x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BWXT
The strongest argument for BWXT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 18.7% 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 19.0% and operating margin at 19.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : BWXT
The primary concerns for BWXT are PEG Ratio, Price/Book, P/E Ratio. A P/E of 57.2x leaves little room for execution misses.
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.
BWXT is growing revenue faster at 18.7% — 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 (65/100 vs 62/100), backed by strong 19.0% margins and 17.6% 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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