GE Aerospace (GE)vsThermon Group Holdings Inc (THR)
GE
GE Aerospace
$370.08
-1.19%
INDUSTRIALS · Cap: $391.45B
THR
Thermon Group Holdings Inc
$61.14
0.00%
INDUSTRIALS · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 9343% more annual revenue ($50.64B vs $536.26M). GE leads profitability with a 17.7% profit margin vs 8.3%. THR appears more attractively valued with a PEG of 0.98. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
THR
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-65.0%
Fair Value
$31.92
Current Price
$61.14
$29.22 premium
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
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
Earnings declined 83.7%
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 : THR
The strongest argument for THR centers on Altman Z-Score, Debt/Equity, PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.98 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 : THR
The primary concerns for THR are P/E Ratio, EPS Growth. A P/E of 45.0x leaves little room for execution misses.
Key Dynamics to Monitor
GE profiles as a growth stock while THR is a value play — different risk/reward profiles.
GE carries more volatility with a beta of 1.37 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
THR generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 50/100), 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.
Thermon Group Holdings Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Thermon Group Holdings, Inc. provides industrial process heating solutions designed for process industries globally. The company is headquartered in Austin, Texas.
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