Bloom Energy Corp (BE)vsNorthrop Grumman Corporation (NOC)
BE
Bloom Energy Corp
$283.92
+8.77%
INDUSTRIALS · Cap: $73.57B
NOC
Northrop Grumman Corporation
$548.21
-0.24%
INDUSTRIALS · Cap: $78.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Northrop Grumman Corporation generates 1630% more annual revenue ($42.37B vs $2.45B). NOC leads profitability with a 10.8% profit margin vs 0.3%. BE appears more attractively valued with a PEG of 1.53. NOC earns a higher WallStSmart Score of 63/100 (C+).
BE
Hold40
out of 100
Grade: D
NOC
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
-60.6%
Fair Value
$422.70
Current Price
$548.21
$125.51 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Large-cap with strong market position
Earnings expanding 84.9% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
ROE of 1.3% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
4.4% revenue growth
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth, Market Cap. Revenue growth of 130.4% demonstrates continued momentum.
Bull Case : NOC
The strongest argument for NOC centers on EPS Growth, Market Cap, Return on Equity.
Bear Case : BE
The primary concerns for BE are PEG Ratio, Return on Equity, Profit Margin. Thin 0.3% margins leave little buffer for downturns.
Bear Case : NOC
The primary concerns for NOC are Revenue Growth, Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while NOC is a value play — different risk/reward profiles.
BE carries more volatility with a beta of 3.83 — expect wider price swings.
BE is growing revenue faster at 130.4% — sustainability is the question.
BE generates stronger free cash flow (48M), providing more financial flexibility.
Bottom Line
NOC scores higher overall (63/100 vs 40/100). 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.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
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