GE Aerospace (GE)vsIllinois Tool Works Inc (ITW)
GE
GE Aerospace
$330.90
-3.47%
INDUSTRIALS · Cap: $313.14B
ITW
Illinois Tool Works Inc
$286.75
-0.68%
INDUSTRIALS · Cap: $79.16B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 216% more annual revenue ($52.58B vs $16.65B). ITW leads profitability with a 19.4% profit margin vs 17.3%. ITW appears more attractively valued with a PEG of 2.70. GE earns a higher WallStSmart Score of 59/100 (C).
GE
Buy59
out of 100
Grade: C
ITW
Buy58
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 52 in profit
15.9% revenue growth
Generating 1.8B in free cash flow
Every $100 of equity generates 103 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 28.1%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 19.5x book value
Distress zone — elevated risk
Elevated debt levels
4.4% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 26.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 17.3% and operating margin at 18.5%. Revenue growth of 15.9% demonstrates continued momentum.
Bull Case : ITW
The strongest argument for ITW centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.4% and operating margin at 28.1%.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio. Debt-to-equity of 2.98 is elevated, increasing financial risk.
Key Dynamics to Monitor
GE profiles as a growth stock while ITW is a value play — different risk/reward profiles.
GE carries more volatility with a beta of 1.37 — expect wider price swings.
GE is growing revenue faster at 15.9% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
GE scores higher overall (59/100 vs 58/100), backed by strong 17.3% margins and 15.9% 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.
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.
Illinois Tool Works Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Illinois Tool Works Inc. or ITW is an American company that produces engineered fasteners and components, equipment and consumable systems, and specialty products.
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