GE Aerospace (GE)vsInnovative Solutions and Support (ISSC)
GE
GE Aerospace
$296.56
+2.04%
INDUSTRIALS · Cap: $306.56B
ISSC
Innovative Solutions and Support
$27.32
-8.81%
INDUSTRIALS · Cap: $509.53M
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 50774% more annual revenue ($45.85B vs $90.14M). ISSC leads profitability with a 21.0% profit margin vs 19.0%. ISSC appears more attractively valued with a PEG of 0.83. ISSC earns a higher WallStSmart Score of 75/100 (B+).
GE
Buy65
out of 100
Grade: C+
ISSC
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.3%
Fair Value
$376.74
Current Price
$296.56
$80.18 discount
Margin of Safety
+61.7%
Fair Value
$49.61
Current Price
$27.32
$22.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 33 in profit
Revenue surging 36.6% year-over-year
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.9%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 16.7x book value
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
4.5% earnings growth
Smaller company, higher risk/reward
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 19.0% and operating margin at 19.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bull Case : ISSC
The strongest argument for ISSC centers on Return on Equity, Revenue Growth, Profit Margin. Profitability is solid with margins at 21.0% and operating margin at 28.9%. Revenue growth of 36.6% demonstrates continued momentum.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : ISSC
The primary concerns for ISSC are P/E Ratio, EPS Growth, Market Cap.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.37 — expect wider price swings.
ISSC is growing revenue faster at 36.6% — 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
ISSC scores higher overall (75/100 vs 65/100), backed by strong 21.0% margins and 36.6% revenue growth. GE offers better value entry with a 21.3% margin of safety. 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.
Innovative Solutions and Support
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Innovative Solutions and Support, Inc., a systems integrator, designs, develops, manufactures, sells, and provides flight guidance, auto-throttle, and cockpit display systems services in the United States and internationally. The company is headquartered in Exton, Pennsylvania.
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