Canadian National Railway Company (CNI)vsGE Aerospace (GE)
CNI
Canadian National Railway Company
$126.79
+2.51%
INDUSTRIALS · Cap: $74.39B
GE
GE Aerospace
$315.77
+4.63%
INDUSTRIALS · Cap: $313.14B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 196% more annual revenue ($52.58B vs $17.76B). CNI leads profitability with a 26.9% profit margin vs 17.3%. CNI appears more attractively valued with a PEG of 2.44. CNI earns a higher WallStSmart Score of 69/100 (B-).
CNI
Strong Buy69
out of 100
Grade: B-
GE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.5%
Fair Value
$109.08
Current Price
$126.79
$17.71 discount
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.3%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 27 of every $100 in revenue as profit
Mega-cap, among the largest globally
Every $100 of equity generates 52 in profit
15.9% revenue growth
Generating 1.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 18.6x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CNI
The strongest argument for CNI centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 26.9% and operating margin at 40.3%. Revenue growth of 11.3% 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 17.3% and operating margin at 18.5%. Revenue growth of 15.9% demonstrates continued momentum.
Bear Case : CNI
The primary concerns for CNI are PEG Ratio, Debt/Equity, Altman Z-Score.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
CNI profiles as a mature stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.37 — expect wider price swings.
GE is growing revenue faster at 15.9% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
CNI scores higher overall (69/100 vs 59/100), backed by strong 26.9% margins and 11.3% 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.
Canadian National Railway Company
INDUSTRIALS · RAILROADS · USA
Canadian National Railway Company, is engaged in the rail and related transportation business. The company is headquartered in Montreal, Canada.
Visit Website →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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