GE Aerospace (GE)vsJacobs Solutions Inc. (J)
GE
GE Aerospace
$323.39
+2.70%
INDUSTRIALS · Cap: $313.14B
J
Jacobs Solutions Inc.
$147.54
-7.85%
INDUSTRIALS · Cap: $17.66B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 270% more annual revenue ($52.58B vs $14.22B). GE leads profitability with a 17.3% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.45. GE earns a higher WallStSmart Score of 59/100 (C).
GE
Buy59
out of 100
Grade: C
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-80.1%
Fair Value
$79.06
Current Price
$147.54
$68.48 premium
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
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 19.1x book value
Distress zone — elevated risk
Elevated debt levels
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
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, 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 : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 50.1x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
GE profiles as a growth stock while J is a hypergrowth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.37 — expect wider price swings.
J is growing revenue faster at 34.5% — 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 54/100), 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.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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