General Dynamics Corporation (GD)vsGE Aerospace (GE)
GD
General Dynamics Corporation
$383.42
+0.32%
INDUSTRIALS · Cap: $100.91B
GE
GE Aerospace
$360.07
+1.42%
INDUSTRIALS · Cap: $354.01B
Smart Verdict
WallStSmart Research — data-driven comparison
General Dynamics Corporation generates 6% more annual revenue ($53.81B vs $50.64B). GE leads profitability with a 17.7% profit margin vs 8.1%. GD appears more attractively valued with a PEG of 2.73. GE earns a higher WallStSmart Score of 65/100 (C+).
GD
Buy60
out of 100
Grade: C+
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.6%
Fair Value
$223.40
Current Price
$383.42
$160.02 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 2.0B in free cash flow
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
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GD
The strongest argument for GD centers on Market Cap, Free Cash Flow. Revenue growth of 10.3% 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 : GD
The primary concerns for GD are PEG Ratio.
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
GD 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.
GD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 60/100), backed by strong 17.7% margins and 21.1% 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.
General Dynamics Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Dynamics Corporation (GD) is an American aerospace and defense corporation. It is headquartered in Reston, Fairfax County, Virginia.
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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