GE Aerospace (GE)vsLincoln Electric Holdings Inc (LECO)
GE
GE Aerospace
$283.57
+2.24%
INDUSTRIALS · Cap: $296.28B
LECO
Lincoln Electric Holdings Inc
$257.51
-0.96%
INDUSTRIALS · Cap: $14.12B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1041% more annual revenue ($48.31B vs $4.23B). GE leads profitability with a 17.9% profit margin vs 12.3%. LECO appears more attractively valued with a PEG of 1.72. GE earns a higher WallStSmart Score of 59/100 (C).
GE
Buy59
out of 100
Grade: C
LECO
Buy56
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 45 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Every $100 of equity generates 37 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
Expensive relative to growth rate
Moderate valuation
Trading at 9.6x book value
Earnings declined 0.3%
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 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
Bull Case : LECO
The strongest argument for LECO centers on Return on Equity, Altman Z-Score.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : LECO
The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
GE profiles as a growth stock while LECO is a value play — different risk/reward profiles.
GE carries more volatility with a beta of 1.43 — expect wider price swings.
GE is growing revenue faster at 24.7% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
GE scores higher overall (59/100 vs 56/100), backed by strong 17.9% margins and 24.7% 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.
Lincoln Electric Holdings Inc
INDUSTRIALS · TOOLS & ACCESSORIES · USA
Lincoln Electric Holdings, Inc. designs, develops, manufactures and sells welding, cutting and brazing products worldwide. The company is headquartered in Cleveland, Ohio.
Compare with Other AEROSPACE & DEFENSE Stocks
Want to dig deeper into these stocks?