Commercial Metals Company (CMC)vsGE Aerospace (GE)
CMC
Commercial Metals Company
$64.16
+0.86%
INDUSTRIALS · Cap: $7.19B
GE
GE Aerospace
$301.36
+1.17%
INDUSTRIALS · Cap: $325.62B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 439% more annual revenue ($50.64B vs $9.39B). GE leads profitability with a 17.7% profit margin vs 7.0%. GE appears more attractively valued with a PEG of 4.06. CMC earns a higher WallStSmart Score of 68/100 (B-).
CMC
Strong Buy68
out of 100
Grade: B-
GE
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 25.7% year-over-year
Earnings expanding 42.2% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 52 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 1.8B in free cash flow
Areas to Watch
7.0% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 17.7x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CMC
The strongest argument for CMC centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 25.7% 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 : CMC
The primary concerns for CMC are Profit Margin, PEG Ratio.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
CMC carries more volatility with a beta of 1.53 — expect wider price swings.
CMC is growing revenue faster at 25.7% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor METAL FABRICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMC scores higher overall (68/100 vs 65/100) and 25.7% revenue growth. Both earn "Strong 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.
Commercial Metals Company
INDUSTRIALS · METAL FABRICATION · USA
Commercial Metals Company manufactures, recycles, and manufactures steel and metal products and related materials and services in the United States, Poland, China, Germany, and internationally. The company is headquartered in Irving, Texas.
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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