ESAB Corp (ESAB)vsGE Aerospace (GE)
ESAB
ESAB Corp
$98.27
+2.05%
INDUSTRIALS · Cap: $6.06B
GE
GE Aerospace
$283.57
+2.24%
INDUSTRIALS · Cap: $296.28B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1600% more annual revenue ($48.31B vs $2.84B). GE leads profitability with a 17.9% profit margin vs 8.0%. ESAB appears more attractively valued with a PEG of 1.09. GE earns a higher WallStSmart Score of 59/100 (C).
ESAB
Buy55
out of 100
Grade: C-
GE
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.9%
Fair Value
$105.19
Current Price
$98.27
$6.92 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Distress zone — elevated risk
8.0% margin — thin
Weak financial health signals
Earnings declined 31.6%
Premium valuation, high expectations priced in
Trading at 15.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ESAB
The strongest argument for ESAB centers on Price/Book. PEG of 1.09 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 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
Bear Case : ESAB
The primary concerns for ESAB are Altman Z-Score, Profit Margin, Piotroski F-Score.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
ESAB profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.43 — 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 55/100), backed by strong 17.9% margins and 24.7% revenue growth. Both earn "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.
ESAB Corp
INDUSTRIALS · METAL FABRICATION · USA
ESAB Corporation formulates, develops, manufactures and supplies consumable products and equipment for use in automated cutting, joining and welding, as well as gas control equipment. The company is headquartered in Wilmington, Delaware.
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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