Bloom Energy Corp (BE)vsGE Aerospace (GE)
BE
Bloom Energy Corp
$275.75
+6.68%
INDUSTRIALS · Cap: $81.22B
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1527% more annual revenue ($50.64B vs $3.11B). GE leads profitability with a 17.7% profit margin vs 7.9%. BE appears more attractively valued with a PEG of 0.58. GE earns a higher WallStSmart Score of 65/100 (C+).
BE
Buy58
out of 100
Grade: C
GE
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 165.5% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
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
7.9% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
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 : BE
The strongest argument for BE centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 165.5% demonstrates continued momentum. PEG of 0.58 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 : BE
The primary concerns for BE are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 353.5x leaves little room for execution misses. Debt-to-equity of 1.74 is elevated, increasing financial risk.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while GE is a growth play — different risk/reward profiles.
BE carries more volatility with a beta of 3.81 — expect wider price swings.
BE is growing revenue faster at 165.5% — 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 58/100), 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.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
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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