GATX Corporation (GATX)vsGE Aerospace (GE)
GATX
GATX Corporation
$178.53
+0.94%
INDUSTRIALS · Cap: $6.22B
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 2368% more annual revenue ($50.64B vs $2.05B). GATX leads profitability with a 17.9% profit margin vs 17.7%. GATX appears more attractively valued with a PEG of 0.64. GATX earns a higher WallStSmart Score of 79/100 (B+).
GATX
Strong Buy79
out of 100
Grade: B+
GE
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.8% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.8%
Earnings expanding 37.9% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 2.9B in free cash flow
Areas to Watch
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 19.0x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : GATX
The strongest argument for GATX centers on Revenue Growth, PEG Ratio, P/E Ratio. Profitability is solid with margins at 17.9% and operating margin at 27.8%. Revenue growth of 34.8% 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 : GATX
The primary concerns for GATX are Piotroski F-Score, Altman Z-Score, Debt/Equity. Debt-to-equity of 4.48 is elevated, increasing financial risk.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GATX is growing revenue faster at 34.8% — sustainability is the question.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GATX scores higher overall (79/100 vs 65/100), backed by strong 17.9% margins and 34.8% 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.
GATX Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
GATX Corporation (NYSE: GATX) strives to be recognized as the best car rental company in the world by our customers, our shareholders, our employees and the communities where we operate. The company is headquartered in Chicago, Illinois since its founding in 1898.
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.
Compare with Other RENTAL & LEASING SERVICES Stocks
Want to dig deeper into these stocks?