GE Aerospace (GE)vsNorthrop Grumman Corporation (NOC)
GE
GE Aerospace
$331.06
-1.38%
INDUSTRIALS · Cap: $355.45B
NOC
Northrop Grumman Corporation
$539.70
-1.08%
INDUSTRIALS · Cap: $77.51B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 18% more annual revenue ($50.64B vs $42.89B). GE leads profitability with a 17.7% profit margin vs 10.5%. NOC appears more attractively valued with a PEG of 3.77. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
NOC
Buy55
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 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Areas to Watch
Trading at 19.5x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Earnings declined 5.8%
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 : NOC
The strongest argument for NOC centers on Market Cap, Return on Equity, P/E Ratio.
Bear Case : GE
The primary concerns for GE are Price/Book, Altman Z-Score, Debt/Equity. A P/E of 40.5x leaves little room for execution misses.
Bear Case : NOC
The primary concerns for NOC are Altman Z-Score, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
GE profiles as a growth stock while NOC 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 21.1% — sustainability is the question.
NOC generates stronger free cash flow (978M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 55/100), backed by strong 17.7% margins and 21.1% 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.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
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