GE Aerospace (GE)vsOld Dominion Freight Line Inc (ODFL)
GE
GE Aerospace
$355.11
+1.26%
INDUSTRIALS · Cap: $354.01B
ODFL
Old Dominion Freight Line Inc
$212.47
-4.63%
INDUSTRIALS · Cap: $48.63B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 828% more annual revenue ($50.64B vs $5.46B). ODFL leads profitability with a 18.5% profit margin vs 17.7%. ODFL appears more attractively valued with a PEG of 3.45. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
ODFL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-63.1%
Fair Value
$139.06
Current Price
$212.47
$73.41 premium
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Strong operational efficiency at 23.8%
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 10.1x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 2.9%
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 : ODFL
The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Return on Equity. Profitability is solid with margins at 18.5% and operating margin at 23.8%.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 40.1x leaves little room for execution misses.
Bear Case : ODFL
The primary concerns for ODFL are Price/Book, PEG Ratio, P/E Ratio. A P/E of 48.8x leaves little room for execution misses.
Key Dynamics to Monitor
GE profiles as a growth stock while ODFL is a declining play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
ODFL generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 46/100), backed by strong 17.7% margins and 21.1% revenue growth. Both earn "Buy" and "Hold" 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.
Old Dominion Freight Line Inc
INDUSTRIALS · TRUCKING · USA
Old Dominion Freight Line, Inc. is an American less than truckload shipping (LTL) company. It offers regional, inter-regional and national LTL service. In addition to its core LTL services, the company offers logistics services including ground and air expedited transportation, supply chain consulting, transportation management, truckload brokerage, container delivery and warehousing, as well as household moving services.
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