General Dynamics Corporation (GD)vsMcGrath RentCorp (MGRC)
GD
General Dynamics Corporation
$345.84
+0.45%
INDUSTRIALS · Cap: $93.11B
MGRC
McGrath RentCorp
$109.38
-1.06%
INDUSTRIALS · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
General Dynamics Corporation generates 5465% more annual revenue ($52.55B vs $944.24M). MGRC leads profitability with a 16.6% profit margin vs 8.0%. MGRC appears more attractively valued with a PEG of 1.18. MGRC earns a higher WallStSmart Score of 69/100 (B-).
GD
Buy54
out of 100
Grade: C-
MGRC
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.3%
Fair Value
$286.37
Current Price
$345.84
$59.47 premium
Margin of Safety
-26.3%
Fair Value
$91.58
Current Price
$109.38
$17.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 2.0B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Earnings expanding 28.1% YoY
Areas to Watch
Expensive relative to growth rate
0.4% earnings growth
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : GD
The strongest argument for GD centers on Market Cap, Free Cash Flow.
Bull Case : MGRC
The strongest argument for MGRC centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 16.6% and operating margin at 28.9%. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bear Case : GD
The primary concerns for GD are PEG Ratio, EPS Growth.
Bear Case : MGRC
No major red flags identified for MGRC, but monitor valuation.
Key Dynamics to Monitor
GD profiles as a value stock while MGRC is a mature play — different risk/reward profiles.
MGRC carries more volatility with a beta of 0.48 — expect wider price swings.
GD is growing revenue faster at 7.8% — sustainability is the question.
GD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
MGRC scores higher overall (69/100 vs 54/100), backed by strong 16.6% 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.
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 →McGrath RentCorp
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, California.
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