Columbus McKinnon Corporation (CMCO)vsGE Aerospace (GE)
CMCO
Columbus McKinnon Corporation
$14.77
-5.20%
INDUSTRIALS · Cap: $462.42M
GE
GE Aerospace
$289.93
+2.24%
INDUSTRIALS · Cap: $296.28B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 4719% more annual revenue ($48.31B vs $1.00B). GE leads profitability with a 17.9% profit margin vs 0.6%. CMCO appears more attractively valued with a PEG of 0.46. CMCO earns a higher WallStSmart Score of 67/100 (B-).
CMCO
Strong Buy67
out of 100
Grade: B-
GE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.7%
Fair Value
$42.83
Current Price
$14.77
$28.06 discount
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 50.9% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 45 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
Smaller company, higher risk/reward
ROE of 0.7% — below average capital efficiency
0.6% margin — thin
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 16.3x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCO
The strongest argument for CMCO centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 10.5% demonstrates continued momentum. PEG of 0.46 suggests the stock is reasonably priced for its growth.
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 : CMCO
The primary concerns for CMCO are Market Cap, Return on Equity, Profit Margin. A P/E of 76.6x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
CMCO profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.43 — expect wider price swings.
GE is growing revenue faster at 24.7% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
CMCO scores higher overall (67/100 vs 59/100) and 10.5% revenue growth. Both earn "Strong 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.
Columbus McKinnon Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Columbus McKinnon Corporation designs, manufactures and markets intelligent motion solutions for ergonomically moving, lifting, positioning and securing materials globally. The company is headquartered in Buffalo, New York.
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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