Donaldson Company Inc (DCI)vsGE Aerospace (GE)
DCI
Donaldson Company Inc
$83.65
-0.48%
INDUSTRIALS · Cap: $10.01B
GE
GE Aerospace
$328.00
+0.76%
INDUSTRIALS · Cap: $331.96B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1169% more annual revenue ($48.31B vs $3.81B). GE leads profitability with a 17.9% profit margin vs 11.5%. DCI appears more attractively valued with a PEG of 1.65. DCI earns a higher WallStSmart Score of 66/100 (B-).
DCI
Strong Buy66
out of 100
Grade: B-
GE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.0%
Fair Value
$63.93
Current Price
$83.65
$19.72 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 108.3% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
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
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 : DCI
The strongest argument for DCI centers on EPS Growth, Altman Z-Score, Return on Equity.
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 : DCI
The primary concerns for DCI are PEG Ratio.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
DCI profiles as a value 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 24.7% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
DCI scores higher overall (66/100 vs 59/100). 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.
Donaldson Company Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
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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