AAR Corp (AIR)vsGE Aerospace (GE)
AIR
AAR Corp
$112.77
+0.58%
INDUSTRIALS · Cap: $5.02B
GE
GE Aerospace
$314.27
+0.26%
INDUSTRIALS · Cap: $335.82B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1431% more annual revenue ($50.64B vs $3.31B). GE leads profitability with a 17.7% profit margin vs 5.7%. AIR appears more attractively valued with a PEG of 2.40. GE earns a higher WallStSmart Score of 65/100 (C+).
AIR
Buy61
out of 100
Grade: C+
GE
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
Earnings expanding 32.3% 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
Expensive relative to growth rate
Moderate valuation
5.7% margin — thin
Premium valuation, high expectations priced in
Trading at 18.5x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AIR
The strongest argument for AIR centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 23.0% 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 : AIR
The primary concerns for AIR are PEG Ratio, P/E Ratio, Profit Margin.
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 1.35 — expect wider price swings.
AIR is growing revenue faster at 23.0% — sustainability is the question.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GE scores higher overall (65/100 vs 61/100), 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.
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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