GE Aerospace (GE)vsHeico Corporation (HEI)
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
HEI
Heico Corporation
$316.00
+1.12%
INDUSTRIALS · Cap: $44.18B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 878% more annual revenue ($50.64B vs $5.18B). GE leads profitability with a 17.7% profit margin vs 16.4%. HEI appears more attractively valued with a PEG of 2.24. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
HEI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
+15.9%
Fair Value
$383.52
Current Price
$316.00
$67.52 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
Generating 2.9B in free cash flow
Strong operational efficiency at 25.1%
Revenue surging 23.1% year-over-year
Earnings expanding 32.5% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 19.0x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Trading at 10.2x book value
Premium valuation, high expectations priced in
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 : HEI
The strongest argument for HEI centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 25.1%. Revenue growth of 23.1% demonstrates continued momentum.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : HEI
The primary concerns for HEI are PEG Ratio, Price/Book, P/E Ratio. A P/E of 52.8x leaves little room for execution misses.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.35 — expect wider price swings.
HEI is growing revenue faster at 23.1% — sustainability is the question.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GE scores higher overall (65/100 vs 64/100), backed by strong 17.7% margins and 21.1% revenue growth. HEI offers better value entry with a 15.9% 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.
Heico Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
HEICO Corporation designs, manufactures, and sells aerospace, defense, and electronic products and services in the United States and internationally. The company is headquartered in Hollywood, Florida.
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