GE Aerospace (GE)vsUnited Airlines Holdings Inc (UAL)
GE
GE Aerospace
$282.81
-0.85%
INDUSTRIALS · Cap: $298.31B
UAL
United Airlines Holdings Inc
$88.44
-4.59%
INDUSTRIALS · Cap: $28.63B
Smart Verdict
WallStSmart Research — data-driven comparison
United Airlines Holdings Inc generates 29% more annual revenue ($59.07B vs $45.85B). GE leads profitability with a 19.0% profit margin vs 5.7%. GE appears more attractively valued with a PEG of 4.87. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
UAL
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.0%
Fair Value
$377.21
Current Price
$282.81
$94.40 discount
Margin of Safety
+43.5%
Fair Value
$201.55
Current Price
$88.44
$113.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
17.6% revenue growth
Earnings expanding 37.4% YoY
Generating 1.8B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
4.8% revenue growth
5.7% margin — thin
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 19.0% and operating margin at 19.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bull Case : UAL
The strongest argument for UAL centers on P/E Ratio, Return on Equity, Price/Book.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : UAL
The primary concerns for UAL are Revenue Growth, Profit Margin, PEG Ratio. Debt-to-equity of 2.39 is elevated, increasing financial risk.
Key Dynamics to Monitor
GE profiles as a growth stock while UAL 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 17.6% — 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 60/100), backed by strong 19.0% margins and 17.6% revenue growth. UAL offers better value entry with a 43.5% margin of safety. 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.
United Airlines Holdings Inc
INDUSTRIALS · AIRLINES · USA
United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.
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