GE Aerospace (GE)vsSunbelt Rentals Holdings, Inc. (SUNB)
GE
GE Aerospace
$289.93
+2.24%
INDUSTRIALS · Cap: $296.28B
SUNB
Sunbelt Rentals Holdings, Inc.
$76.55
+4.46%
INDUSTRIALS · Cap: $31.42B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 342% more annual revenue ($48.31B vs $10.93B). GE leads profitability with a 17.9% profit margin vs 12.7%. SUNB appears more attractively valued with a PEG of 1.33. GE earns a higher WallStSmart Score of 59/100 (C).
GE
Buy59
out of 100
Grade: C
SUNB
Buy53
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 45 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Generating 1.5B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 16.3x book value
Distress zone — elevated risk
Expensive relative to growth rate
2.7% revenue growth
Earnings declined 6.8%
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 : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
GE profiles as a growth stock while SUNB is a value play — different risk/reward profiles.
SUNB carries more volatility with a beta of 1.66 — expect wider price swings.
GE is growing revenue faster at 24.7% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
GE scores higher overall (59/100 vs 53/100), backed by strong 17.9% margins and 24.7% 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.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
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