Bloom Energy Corp (BE)vsGE Aerospace (GE)
BE
Bloom Energy Corp
$133.24
-0.21%
INDUSTRIALS · Cap: $37.38B
GE
GE Aerospace
$282.81
-0.85%
INDUSTRIALS · Cap: $298.31B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 2166% more annual revenue ($45.85B vs $2.02B). GE leads profitability with a 19.0% profit margin vs -4.4%. BE appears more attractively valued with a PEG of 4.27. GE earns a higher WallStSmart Score of 65/100 (C+).
BE
Hold35
out of 100
Grade: F
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
+25.0%
Fair Value
$377.21
Current Price
$282.81
$94.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
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
Weak financial health signals
Expensive relative to growth rate
Trading at 48.5x book value
ROE of -12.7% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 15.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth. Revenue growth of 35.9% 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 : BE
The primary concerns for BE are Piotroski F-Score, PEG Ratio, Price/Book.
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 3.18 — expect wider price swings.
BE is growing revenue faster at 35.9% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 35/100), backed by strong 19.0% margins and 17.6% revenue growth. 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.
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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