WallStSmart

Compass Diversified Holdings (CODI)vsGE Aerospace (GE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

GE Aerospace generates 2516% more annual revenue ($48.31B vs $1.85B). GE leads profitability with a 17.9% profit margin vs -12.3%. CODI appears more attractively valued with a PEG of 2.65. GE earns a higher WallStSmart Score of 59/100 (C).

CODI

Avoid

31

out of 100

Grade: F

Growth: 2.7Profit: 3.0Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.22

GE

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 8.0Value: 3.7Quality: 5.0
Piotroski: 4/9Altman Z: 1.69
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CODIUndervalued (+75.4%)

Margin of Safety

+75.4%

Fair Value

$27.07

Current Price

$9.85

$17.22 discount

UndervaluedFair: $27.07Overvalued

Intrinsic value data unavailable for GE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CODI0 strengths · Avg: 0/10

No standout strengths identified

GE5 strengths · Avg: 8.8/10
Market CapQuality
$357.60B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
48.0%10/10

Every $100 of equity generates 48 in profit

Operating MarginProfitability
20.2%8/10

Strong operational efficiency at 20.2%

Revenue GrowthGrowth
24.7%8/10

Revenue surging 24.7% year-over-year

Free Cash FlowQuality
$1.49B8/10

Generating 1.5B in free cash flow

Areas to Watch

CODI4 concerns · Avg: 2.5/10
Market CapQuality
$762.89M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

PEG RatioValuation
2.652/10

Expensive relative to growth rate

Return on EquityProfitability
-51.0%2/10

ROE of -51.0% — below average capital efficiency

GE4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.694/10

Distress zone — elevated risk

Debt/EquityHealth
1.123/10

Elevated debt levels

PEG RatioValuation
8.242/10

Expensive relative to growth rate

P/E RatioValuation
42.6x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CODI

CODI has a balanced fundamental profile.

Bull Case : GE

The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.

Bear Case : CODI

The primary concerns for CODI are Market Cap, Operating Margin, PEG Ratio. Debt-to-equity of 4.64 is elevated, increasing financial risk.

Bear Case : GE

The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 42.6x leaves little room for execution misses.

Key Dynamics to Monitor

CODI profiles as a turnaround stock while GE is a growth play — different risk/reward profiles.

GE carries more volatility with a beta of 1.38 — expect wider price swings.

GE is growing revenue faster at 24.7% — sustainability is the question.

GE generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

GE scores higher overall (59/100 vs 31/100), backed by strong 17.9% margins and 24.7% revenue growth. CODI offers better value entry with a 75.4% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Compass Diversified Holdings

INDUSTRIALS · CONGLOMERATES · USA

Compass Diversified Holdings (CODI) is a prominent private equity firm that focuses on acquiring and managing a diverse portfolio of middle-market companies spanning various sectors, including consumer products, industrials, and outdoor goods. With a commitment to operational excellence and strategic enhancements, CODI actively drives sustainable growth and performance improvement across its investments. Leveraging extensive industry expertise and a disciplined investment framework, the firm is well-positioned within the alternative investment landscape, dedicated to creating long-term value and attractive risk-adjusted returns for institutional investors.

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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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