GE Aerospace (GE)vsTimken Company (TKR)
GE
GE Aerospace
$313.05
+3.96%
INDUSTRIALS · Cap: $325.62B
TKR
Timken Company
$113.67
+0.54%
INDUSTRIALS · Cap: $7.79B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 964% more annual revenue ($50.64B vs $4.76B). GE leads profitability with a 17.7% profit margin vs 5.4%. TKR appears more attractively valued with a PEG of 1.28. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
TKR
Buy57
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 52 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 1.8B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 20.5%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 18.4x book value
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
5.4% margin — thin
Weak financial health signals
Earnings declined 63.4%
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 : TKR
The strongest argument for TKR centers on Price/Book, Operating Margin. PEG of 1.28 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 : TKR
The primary concerns for TKR are P/E Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
GE profiles as a growth stock while TKR 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.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 57/100), 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.
Timken Company
INDUSTRIALS · TOOLS & ACCESSORIES · USA
The Timken Company designs, manufactures and manages engineered bearings and power transmission products and services globally. The company is headquartered in North Canton, Ohio.
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