GE Aerospace (GE)vsUnited Rentals Inc (URI)
GE
GE Aerospace
$350.79
-3.56%
INDUSTRIALS · Cap: $354.01B
URI
United Rentals Inc
$1,055.11
-3.31%
INDUSTRIALS · Cap: $64.84B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 209% more annual revenue ($50.64B vs $16.36B). GE leads profitability with a 17.7% profit margin vs 15.3%. URI appears more attractively valued with a PEG of 1.66. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
URI
Buy64
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 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 23.1%
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
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 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 23.1%.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 40.1x leaves little room for execution misses.
Bear Case : URI
The primary concerns for URI are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
GE profiles as a growth stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.79 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
URI generates stronger free cash flow (-261M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 64/100), 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.
United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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