GE Aerospace (GE)vsPACCAR Inc (PCAR)
GE
GE Aerospace
$330.90
-3.47%
INDUSTRIALS · Cap: $313.14B
PCAR
PACCAR Inc
$106.33
-1.66%
INDUSTRIALS · Cap: $53.66B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 81% more annual revenue ($52.58B vs $29.08B). GE leads profitability with a 17.3% profit margin vs 9.5%. PCAR appears more attractively valued with a PEG of 0.73. PCAR earns a higher WallStSmart Score of 71/100 (B).
GE
Buy59
out of 100
Grade: C
PCAR
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-13.6%
Fair Value
$89.77
Current Price
$106.33
$16.56 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
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
19.0% revenue growth
Earnings expanding 43.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 19.5x book value
Distress zone — elevated 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 17.3% and operating margin at 18.5%. Revenue growth of 15.9% demonstrates continued momentum.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.73 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 : PCAR
The primary concerns for PCAR are Piotroski F-Score.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.37 — expect wider price swings.
PCAR is growing revenue faster at 19.0% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PCAR scores higher overall (71/100 vs 59/100) and 19.0% revenue growth. Both earn "Strong 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.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
Compare with Other AEROSPACE & DEFENSE Stocks
Want to dig deeper into these stocks?