GE Aerospace (GE)vsRockwell Automation Inc (ROK)
GE
GE Aerospace
$328.00
+0.76%
INDUSTRIALS · Cap: $331.96B
ROK
Rockwell Automation Inc
$462.12
+0.38%
INDUSTRIALS · Cap: $51.11B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 449% more annual revenue ($48.31B vs $8.80B). GE leads profitability with a 17.9% profit margin vs 12.4%. ROK appears more attractively valued with a PEG of 2.00. ROK earns a higher WallStSmart Score of 66/100 (B-).
GE
Buy59
out of 100
Grade: C
ROK
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 48 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 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.7%
Earnings expanding 39.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 18.4x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Trading at 14.6x book value
Elevated debt levels
Premium valuation, high expectations priced in
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 : ROK
The strongest argument for ROK centers on Return on Equity, Market Cap, Operating Margin. Revenue growth of 11.9% demonstrates continued momentum.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : ROK
The primary concerns for ROK are PEG Ratio, Price/Book, Debt/Equity. A P/E of 47.6x leaves little room for execution misses.
Key Dynamics to Monitor
GE profiles as a growth stock while ROK is a value play — different risk/reward profiles.
ROK carries more volatility with a beta of 1.56 — 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
ROK scores higher overall (66/100 vs 59/100) and 11.9% 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.
Rockwell Automation Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Rockwell Automation, Inc. is an American provider of industrial automation and information technology. Its brands include Allen-Bradley and Factory Talk software.
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