Aecom Technology Corporation (ACM)vsGE Aerospace (GE)
ACM
Aecom Technology Corporation
$63.53
+1.02%
INDUSTRIALS · Cap: $8.50B
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 229% more annual revenue ($50.64B vs $15.39B). GE leads profitability with a 17.7% profit margin vs 1.9%. ACM appears more attractively valued with a PEG of 0.70. GE earns a higher WallStSmart Score of 65/100 (C+).
ACM
Buy57
out of 100
Grade: C
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.6%
Fair Value
$58.43
Current Price
$63.53
$5.10 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Earnings expanding 28.5% YoY
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
Areas to Watch
Distress zone — elevated risk
1.9% margin — thin
Elevated debt levels
Revenue declined 14.2%
Premium valuation, high expectations priced in
Trading at 19.0x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ACM
The strongest argument for ACM centers on Return on Equity, PEG Ratio, EPS Growth. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : ACM
The primary concerns for ACM are Altman Z-Score, Profit Margin, Debt/Equity. Debt-to-equity of 1.52 is elevated, increasing financial risk. Thin 1.9% margins leave little buffer for downturns.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
ACM profiles as a value stock while GE is a growth 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
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.
Aecom Technology Corporation
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
AECOM provides professional construction and program management services in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Los Angeles, California.
Visit Website →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.
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