Canadian National Railway Company (CNI)vsGE Aerospace (GE)
CNI
Canadian National Railway Company
$127.13
-2.09%
INDUSTRIALS · Cap: $78.35B
GE
GE Aerospace
$355.11
+1.26%
INDUSTRIALS · Cap: $354.01B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 185% more annual revenue ($50.64B vs $17.76B). CNI leads profitability with a 26.9% profit margin vs 17.7%. CNI appears more attractively valued with a PEG of 2.95. CNI earns a higher WallStSmart Score of 67/100 (B-).
CNI
Strong Buy67
out of 100
Grade: B-
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.5%
Fair Value
$109.08
Current Price
$127.13
$18.05 discount
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.3%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 27 of every $100 in revenue as profit
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
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CNI
The strongest argument for CNI centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 26.9% and operating margin at 40.3%. Revenue growth of 11.3% 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 : CNI
The primary concerns for CNI are Debt/Equity, PEG Ratio, Altman Z-Score.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 40.1x leaves little room for execution misses.
Key Dynamics to Monitor
CNI profiles as a mature 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.
CNI generates stronger free cash flow (916M), providing more financial flexibility.
Bottom Line
CNI scores higher overall (67/100 vs 65/100), backed by strong 26.9% margins and 11.3% 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.
Canadian National Railway Company
INDUSTRIALS · RAILROADS · USA
Canadian National Railway Company, is engaged in the rail and related transportation business. The company is headquartered in Montreal, Canada.
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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