Acacia Research Corporation (ACTG)vsGE Aerospace (GE)
ACTG
Acacia Research Corporation
$4.57
0.00%
INDUSTRIALS · Cap: $445.97M
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 18091% more annual revenue ($50.64B vs $278.37M). GE leads profitability with a 17.7% profit margin vs -5.4%. ACTG appears more attractively valued with a PEG of 2.37. GE earns a higher WallStSmart Score of 65/100 (C+).
ACTG
Hold50
out of 100
Grade: D+
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+88.0%
Fair Value
$33.73
Current Price
$4.57
$29.16 discount
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 123.6% year-over-year
Conservative balance sheet, low leverage
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
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -2.9% — below average capital efficiency
Earnings declined 97.5%
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 : ACTG
The strongest argument for ACTG centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 123.6% demonstrates continued momentum.
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 : ACTG
The primary concerns for ACTG are PEG Ratio, Market Cap, Return on Equity.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
ACTG profiles as a hypergrowth 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.
ACTG is growing revenue faster at 123.6% — 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 50/100), backed by strong 17.7% margins and 21.1% revenue growth. ACTG offers better value entry with a 88.0% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acacia Research Corporation
INDUSTRIALS · BUSINESS EQUIPMENT & SUPPLIES · USA
Acacia Research Corporation intends to acquire undervalued businesses primarily in the technology, life sciences, industry and financial services segments in the United States. The company is headquartered in New York, New York.
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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