GE Aerospace (GE)vsIllinois Tool Works Inc (ITW)
GE
GE Aerospace
$327.23
+2.29%
INDUSTRIALS · Cap: $331.81B
ITW
Illinois Tool Works Inc
$274.32
+0.85%
INDUSTRIALS · Cap: $77.87B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 207% more annual revenue ($50.64B vs $16.47B). ITW leads profitability with a 19.4% profit margin vs 17.7%. ITW appears more attractively valued with a PEG of 2.51. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
ITW
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 2.9B in free cash flow
Every $100 of equity generates 110 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 26.9%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 19.2x book value
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Trading at 27.0x book value
Elevated debt levels
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 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bull Case : ITW
The strongest argument for ITW centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.4% and operating margin at 26.9%.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : ITW
The primary concerns for ITW are Piotroski F-Score, PEG Ratio, Price/Book. Debt-to-equity of 3.35 is elevated, increasing financial risk.
Key Dynamics to Monitor
GE profiles as a growth stock while ITW is a mature play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 62/100), backed by strong 17.7% margins and 21.1% 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.
Illinois Tool Works Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Illinois Tool Works Inc. or ITW is an American company that produces engineered fasteners and components, equipment and consumable systems, and specialty products.
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