GE Aerospace (GE)vsGates Industrial Corporation plc (GTES)
GE
GE Aerospace
$289.93
+2.24%
INDUSTRIALS · Cap: $296.28B
GTES
Gates Industrial Corporation plc
$24.84
-1.15%
INDUSTRIALS · Cap: $6.32B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1303% more annual revenue ($48.31B vs $3.44B). GE leads profitability with a 17.9% profit margin vs 7.3%. GTES trades at a lower P/E of 25.9x. GE earns a higher WallStSmart Score of 59/100 (C).
GE
Buy59
out of 100
Grade: C
GTES
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-20.8%
Fair Value
$21.95
Current Price
$24.84
$2.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Earnings expanding 36.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 16.3x book value
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
3.2% revenue growth
Grey zone — moderate risk
ROE of 7.9% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : GTES
The strongest argument for GTES centers on Price/Book, EPS Growth.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : GTES
The primary concerns for GTES are P/E Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
GE profiles as a growth stock while GTES is a value 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
GE scores higher overall (59/100 vs 58/100), backed by strong 17.9% margins and 24.7% 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.
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.
Gates Industrial Corporation plc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Gates Industrial Corporation plc manufactures and sells engineered power transmission and fluid power solutions worldwide. The company is headquartered in Denver, Colorado.
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