GE Aerospace (GE)vsHEICO Corporation (HEI-A)
GE
GE Aerospace
$328.00
+0.76%
INDUSTRIALS · Cap: $331.96B
HEI-A
HEICO Corporation
$244.77
-0.47%
INDUSTRIALS · Cap: $34.01B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 884% more annual revenue ($48.31B vs $4.91B). GE leads profitability with a 17.9% profit margin vs 16.1%. HEI-A appears more attractively valued with a PEG of 2.23. HEI-A earns a higher WallStSmart Score of 67/100 (B-).
GE
Buy59
out of 100
Grade: C
HEI-A
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-14.4%
Fair Value
$215.88
Current Price
$244.77
$28.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Strong operational efficiency at 25.5%
Revenue surging 25.3% year-over-year
Earnings expanding 48.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 18.4x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : HEI-A
The strongest argument for HEI-A centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 25.5%. Revenue growth of 25.3% demonstrates continued momentum.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : HEI-A
The primary concerns for HEI-A are PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.35 — expect wider price swings.
HEI-A is growing revenue faster at 25.3% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HEI-A scores higher overall (67/100 vs 59/100), backed by strong 16.1% margins and 25.3% revenue growth. 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.
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.
HEICO Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
HEICO Corporation designs, manufactures, and sells aerospace, defense, and electronic products and services in the United States and internationally. The company is headquartered in Hollywood, Florida.
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