General Dynamics Corporation (GD)vsGE Aerospace (GE)
GD
General Dynamics Corporation
$353.36
-0.82%
INDUSTRIALS · Cap: $96.34B
GE
GE Aerospace
$300.96
-3.11%
INDUSTRIALS · Cap: $320.66B
Smart Verdict
WallStSmart Research — data-driven comparison
General Dynamics Corporation generates 15% more annual revenue ($52.55B vs $45.85B). GE leads profitability with a 19.0% profit margin vs 8.0%. GD appears more attractively valued with a PEG of 2.54. GE earns a higher WallStSmart Score of 65/100 (C+).
GD
Buy54
out of 100
Grade: C-
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-210.6%
Fair Value
$115.54
Current Price
$353.36
$237.82 premium
Margin of Safety
+22.7%
Fair Value
$377.21
Current Price
$300.96
$76.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Earnings expanding 40.0% 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
Premium valuation, high expectations priced in
Trading at 16.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : GD
The strongest argument for GD centers on Market Cap, EPS Growth.
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 : GD
The primary concerns for GD are PEG Ratio.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
GD profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.37 — expect wider price swings.
GE is growing revenue faster at 17.6% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 54/100), 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.
General Dynamics Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Dynamics Corporation (GD) is an American aerospace and defense corporation. It is headquartered in Reston, Fairfax County, Virginia.
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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