Canadian National Railway Company (CNI)vsGE Aerospace (GE)
CNI
Canadian National Railway Company
$112.12
+3.74%
INDUSTRIALS · Cap: $68.02B
GE
GE Aerospace
$283.57
+2.24%
INDUSTRIALS · Cap: $296.28B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 179% more annual revenue ($48.31B vs $17.30B). CNI leads profitability with a 27.3% profit margin vs 17.9%. CNI appears more attractively valued with a PEG of 2.52. CNI earns a higher WallStSmart Score of 68/100 (B-).
CNI
Strong Buy68
out of 100
Grade: B-
GE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.9%
Fair Value
$116.76
Current Price
$112.12
$4.64 discount
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 42.4%
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 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
2.4% revenue growth
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 15.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
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 27.3% and operating margin at 42.4%.
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 : CNI
The primary concerns for CNI are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
CNI 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
CNI scores higher overall (68/100 vs 59/100), backed by strong 27.3% margins. 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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