GE Aerospace (GE)vsTrinity Industries Inc (TRN)
GE
GE Aerospace
$280.52
+2.20%
INDUSTRIALS · Cap: $299.35B
TRN
Trinity Industries Inc
$35.85
+3.49%
INDUSTRIALS · Cap: $2.89B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 2241% more annual revenue ($48.31B vs $2.06B). GE leads profitability with a 17.9% profit margin vs 12.4%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 67/100 (B-).
GE
Buy59
out of 100
Grade: C
TRN
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-18.6%
Fair Value
$26.70
Current Price
$35.85
$9.15 premium
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
Attractively priced relative to earnings
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.8x book value
Distress zone — elevated risk
Expensive relative to growth rate
Revenue declined 16.0%
Negative free cash flow — burning cash
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 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
Bull Case : TRN
The strongest argument for TRN centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.69 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 : TRN
The primary concerns for TRN are Revenue Growth, Free Cash Flow, Debt/Equity. Debt-to-equity of 5.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
GE profiles as a growth stock while TRN is a declining play — different risk/reward profiles.
TRN carries more volatility with a beta of 1.45 — 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
TRN scores higher overall (67/100 vs 59/100). Both earn "Strong 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.
Trinity Industries Inc
INDUSTRIALS · RAILROADS · USA
Trinity Industries, Inc. provides rail transportation products and services in North America. The company is headquartered in Dallas, Texas.
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