GE Aerospace (GE)vsNorthrop Grumman Corporation (NOC)
GE
GE Aerospace
$300.96
-3.11%
INDUSTRIALS · Cap: $320.66B
NOC
Northrop Grumman Corporation
$724.84
+0.11%
INDUSTRIALS · Cap: $105.04B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 9% more annual revenue ($45.85B vs $41.95B). GE leads profitability with a 19.0% profit margin vs 10.0%. GE appears more attractively valued with a PEG of 5.18. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
NOC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.7%
Fair Value
$377.21
Current Price
$300.96
$76.25 discount
Margin of Safety
+25.0%
Fair Value
$904.66
Current Price
$724.84
$179.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
17.6% revenue growth
Earnings expanding 37.4% YoY
Generating 1.8B in free cash flow
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 3.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 16.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
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 19.0% and operating margin at 19.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bull Case : NOC
The strongest argument for NOC centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : NOC
The primary concerns for NOC are P/E Ratio, Altman Z-Score, Debt/Equity.
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 17.6% — sustainability is the question.
NOC generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 56/100), backed by strong 19.0% margins and 17.6% revenue growth. NOC offers better value entry with a 25.0% margin of safety. 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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