GE Aerospace (GE)vsHoneywell International Inc (HON)
GE
GE Aerospace
$327.23
+2.29%
INDUSTRIALS · Cap: $331.81B
HON
Honeywell International Inc
$212.55
+0.36%
INDUSTRIALS · Cap: $67.12B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 33% more annual revenue ($50.64B vs $38.06B). HON leads profitability with a 21.6% profit margin vs 17.7%. HON appears more attractively valued with a PEG of 3.47. HON earns a higher WallStSmart Score of 71/100 (B).
GE
Buy65
out of 100
Grade: C+
HON
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-28.5%
Fair Value
$189.52
Current Price
$212.55
$23.03 premium
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
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Earnings expanding 263.9% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 20.3%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 19.2x book value
Distress zone — elevated risk
Elevated debt levels
4.3% revenue growth
Elevated debt levels
Expensive relative to growth rate
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 : HON
The strongest argument for HON centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 21.6% and operating margin at 20.3%.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : HON
The primary concerns for HON are Revenue Growth, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
GE profiles as a growth stock while HON is a value 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.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
HON scores higher overall (71/100 vs 65/100), backed by strong 21.6% margins. 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.
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.
Honeywell International Inc
INDUSTRIALS · CONGLOMERATES · USA
Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).
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