Bloom Energy Corp (BE)vsWestinghouse Air Brake Technologies Corp (WAB)
BE
Bloom Energy Corp
$283.92
+8.77%
INDUSTRIALS · Cap: $73.57B
WAB
Westinghouse Air Brake Technologies Corp
$268.13
+0.91%
INDUSTRIALS · Cap: $45.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Westinghouse Air Brake Technologies Corp generates 370% more annual revenue ($11.51B vs $2.45B). WAB leads profitability with a 10.5% profit margin vs 0.3%. WAB appears more attractively valued with a PEG of 1.37. WAB earns a higher WallStSmart Score of 64/100 (C+).
BE
Hold40
out of 100
Grade: D
WAB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
+16.1%
Fair Value
$303.40
Current Price
$268.13
$35.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Large-cap with strong market position
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
ROE of 1.3% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : WAB
Revenue growth of 13.0% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
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 : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while WAB 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.
WAB generates stronger free cash flow (153M), providing more financial flexibility.
Bottom Line
WAB scores higher overall (64/100 vs 40/100) and 13.0% 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.
Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
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