AAR Corp (AIR)vsGE Aerospace (GE)
AIR
AAR Corp
$101.33
-7.22%
INDUSTRIALS · Cap: $4.01B
GE
GE Aerospace
$286.79
-1.65%
INDUSTRIALS · Cap: $302.51B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1445% more annual revenue ($45.85B vs $2.97B). GE leads profitability with a 19.0% profit margin vs 3.2%. AIR appears more attractively valued with a PEG of 2.40. GE earns a higher WallStSmart Score of 65/100 (C+).
AIR
Buy57
out of 100
Grade: C
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.2%
Fair Value
$119.81
Current Price
$101.33
$18.48 discount
Margin of Safety
+24.0%
Fair Value
$377.21
Current Price
$286.79
$90.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 92.0% YoY
Reasonable price relative to book value
15.9% revenue growth
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
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.9% — below average capital efficiency
3.2% margin — thin
Premium valuation, high expectations priced in
Trading at 16.1x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AIR
The strongest argument for AIR centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum.
Bull 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.
Bear Case : AIR
The primary concerns for AIR are PEG Ratio, P/E Ratio, Return on Equity. Thin 3.2% 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
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.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GE scores higher overall (65/100 vs 57/100), backed by strong 19.0% margins and 17.6% 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.
AAR Corp
INDUSTRIALS · AEROSPACE & DEFENSE · USA
AAR Corp. The company is headquartered in Wood Dale, Illinois.
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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