GE Aerospace (GE)vsJacobs Solutions Inc. (J)
GE
GE Aerospace
$370.08
-1.19%
INDUSTRIALS · Cap: $391.45B
J
Jacobs Solutions Inc.
$145.07
+0.72%
INDUSTRIALS · Cap: $15.93B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 284% more annual revenue ($50.64B vs $13.17B). GE leads profitability with a 17.7% profit margin vs 2.9%. J appears more attractively valued with a PEG of 0.43. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
J
Buy52
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
Growing faster than its price suggests
Revenue surging 27.0% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.9% margin — thin
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 : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 27.0% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 43.5x leaves little room for execution misses.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.37 — expect wider price swings.
J is growing revenue faster at 27.0% — sustainability is the question.
J generates stronger free cash flow (-505M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GE scores higher overall (65/100 vs 52/100), 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.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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