GE Aerospace (GE)vsUnion Pacific Corporation (UNP)
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
UNP
Union Pacific Corporation
$284.40
-0.48%
INDUSTRIALS · Cap: $168.96B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 99% more annual revenue ($50.64B vs $25.41B). UNP leads profitability with a 28.8% profit margin vs 17.7%. UNP appears more attractively valued with a PEG of 2.84. UNP earns a higher WallStSmart Score of 66/100 (B-).
GE
Buy65
out of 100
Grade: C+
UNP
Strong Buy66
out of 100
Grade: B-
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
Generating 2.9B in free cash flow
Every $100 of equity generates 35 in profit
Strong operational efficiency at 41.0%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 2.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 19.0x book value
Distress zone — elevated risk
Elevated debt levels
Trading at 8.7x book value
Elevated debt levels
Expensive relative to growth rate
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 : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 28.8% and operating margin at 41.0%. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Debt/Equity, PEG Ratio. Debt-to-equity of 1.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
GE profiles as a growth stock while UNP is a mature play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
UNP scores higher overall (66/100 vs 65/100), backed by strong 28.8% margins and 11.5% revenue growth. 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.
Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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