GE Aerospace (GE)vsHowmet Aerospace Inc (HWM)
GE
GE Aerospace
$301.80
-3.59%
INDUSTRIALS · Cap: $313.14B
HWM
Howmet Aerospace Inc
$199.22
-3.26%
INDUSTRIALS · Cap: $88.12B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 477% more annual revenue ($52.58B vs $9.12B). HWM leads profitability with a 20.5% profit margin vs 17.3%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 75/100 (B+).
GE
Buy59
out of 100
Grade: C
HWM
Strong Buy75
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 52 in profit
15.9% revenue growth
Generating 1.8B in free cash flow
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.5%
Revenue surging 24.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 17.8x book value
Distress zone — elevated risk
Elevated debt levels
Trading at 13.9x book value
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, Revenue Growth. Profitability is solid with margins at 17.3% and operating margin at 18.5%. Revenue growth of 15.9% demonstrates continued momentum.
Bull Case : HWM
The strongest argument for HWM centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 20.5% and operating margin at 28.5%. Revenue growth of 24.1% demonstrates continued momentum.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 47.6x leaves little room for execution misses.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.37 — expect wider price swings.
HWM is growing revenue faster at 24.1% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HWM scores higher overall (75/100 vs 59/100), backed by strong 20.5% margins and 24.1% 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.
Howmet Aerospace Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Howmet Aerospace Inc. is an American aerospace company based in Pittsburgh, Pennsylvania. The company manufactures components for jet engines, fasteners and titanium structures for aerospace applications, and forged aluminum wheels for heavy trucks.
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