ATS Corporation (ATS)vsGE Aerospace (GE)
ATS
ATS Corporation
$21.13
+2.92%
INDUSTRIALS · Cap: $2.64B
GE
GE Aerospace
$370.03
-1.19%
INDUSTRIALS · Cap: $391.45B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1603% more annual revenue ($50.64B vs $2.97B). GE leads profitability with a 17.7% profit margin vs 2.4%. GE trades at a lower P/E of 43.5x. GE earns a higher WallStSmart Score of 65/100 (C+).
ATS
Buy57
out of 100
Grade: C
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.3%
Fair Value
$27.39
Current Price
$21.13
$6.26 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Earnings expanding 358.0% YoY
Reasonable price relative to book value
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
Areas to Watch
Distress zone — elevated risk
ROE of 4.0% — below average capital efficiency
2.4% margin — thin
Operating margin of 3.1%
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ATS
The strongest argument for ATS centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 30.1% 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 : ATS
The primary concerns for ATS are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 52.4x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 43.5x leaves little room for execution misses.
Key Dynamics to Monitor
ATS profiles as a hypergrowth stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.37 — expect wider price swings.
ATS is growing revenue faster at 30.1% — sustainability is the question.
ATS generates stronger free cash flow (124M), 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.
ATS Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
ATS Corporation is a leading provider of automated manufacturing solutions, specializing in systems integration and advanced automation technologies across a variety of sectors, including automotive, medical devices, and electronics. The company is renowned for its ability to design and deliver tailored manufacturing equipment that boosts productivity and enhances operational efficiency. With a strong global presence and a dedication to innovation and sustainability, ATS is well-positioned to meet the evolving demands of its clients while capitalizing on the rapidly expanding automation market. This unique positioning makes ATS an attractive investment opportunity for institutional investors looking to engage in the future of manufacturing.
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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