GE Aerospace (GE)vsGlobal Payments Inc (GPN)
GE
GE Aerospace
$355.11
+1.26%
INDUSTRIALS · Cap: $354.01B
GPN
Global Payments Inc
$88.27
+0.93%
INDUSTRIALS · Cap: $22.53B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 472% more annual revenue ($50.64B vs $8.86B). GE leads profitability with a 17.7% profit margin vs -8.0%. GPN appears more attractively valued with a PEG of 0.22. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
GPN
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
+40.2%
Fair Value
$120.72
Current Price
$88.27
$32.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 63.1% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
ROE of -3.0% — below average capital efficiency
Earnings declined 59.2%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : GPN
The strongest argument for GPN centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 63.1% demonstrates continued momentum. PEG of 0.22 suggests the stock is reasonably priced for its growth.
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.
Bear Case : GPN
The primary concerns for GPN are P/E Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
GE profiles as a growth stock while GPN is a hypergrowth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GPN is growing revenue faster at 63.1% — sustainability is the question.
GPN generates stronger free cash flow (-550M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 59/100), backed by strong 17.7% margins and 21.1% revenue growth. GPN offers better value entry with a 40.2% margin of safety. 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.
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.
Global Payments Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Global Payments Inc. is an American company providing financial technology services globally headquartered in Atlanta, Georgia.
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