WallStSmart

Deluxe Corporation (DLX)vsGE Aerospace (GE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

GE Aerospace generates 2272% more annual revenue ($50.64B vs $2.13B). GE leads profitability with a 17.7% profit margin vs 4.9%. DLX appears more attractively valued with a PEG of 0.59. DLX earns a higher WallStSmart Score of 69/100 (B-).

DLX

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 6.0Value: 9.3Quality: 4.0
Piotroski: 4/9Altman Z: 1.47

GE

Buy

65

out of 100

Grade: C+

Growth: 6.0Profit: 8.0Value: 3.7Quality: 4.5
Piotroski: 4/9Altman Z: 1.69
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DLXUndervalued (+32.7%)

Margin of Safety

+32.7%

Fair Value

$39.03

Current Price

$27.20

$11.83 discount

UndervaluedFair: $39.03Overvalued

Intrinsic value data unavailable for GE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DLX4 strengths · Avg: 9.0/10
P/E RatioValuation
11.5x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
152.0%10/10

Earnings expanding 152.0% YoY

PEG RatioValuation
0.598/10

Growing faster than its price suggests

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

GE4 strengths · Avg: 9.0/10
Market CapQuality
$354.01B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
50.9%10/10

Every $100 of equity generates 51 in profit

Operating MarginProfitability
20.6%8/10

Strong operational efficiency at 20.6%

Revenue GrowthGrowth
21.1%8/10

Revenue surging 21.1% year-over-year

Areas to Watch

DLX4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Market CapQuality
$1.19B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

Altman Z-ScoreHealth
1.472/10

Distress zone — elevated risk

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

Distress zone — elevated risk

Debt/EquityHealth
1.093/10

Elevated debt levels

PEG RatioValuation
5.192/10

Expensive relative to growth rate

P/E RatioValuation
40.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DLX

The strongest argument for DLX centers on P/E Ratio, EPS Growth, PEG Ratio. PEG of 0.59 suggests the stock is reasonably priced for its growth.

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 : DLX

The primary concerns for DLX are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 2.08 is elevated, increasing financial risk. Thin 4.9% margins leave little buffer for downturns.

Bear Case : GE

The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 40.1x leaves little room for execution misses.

Key Dynamics to Monitor

DLX profiles as a value stock while GE is a growth play — different risk/reward profiles.

GE carries more volatility with a beta of 1.35 — expect wider price swings.

GE is growing revenue faster at 21.1% — sustainability is the question.

DLX generates stronger free cash flow (27M), providing more financial flexibility.

Bottom Line

DLX scores higher overall (69/100 vs 65/100). 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.

Deluxe Corporation

INDUSTRIALS · CONGLOMERATES · USA

Deluxe Corporation provides technology-based solutions for small businesses and financial institutions in the United States, Canada, Australia, South America, and Europe. The company is headquartered in Shoreview, Minnesota.

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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