GE Aerospace (GE)vsRockwell Automation Inc (ROK)
GE
GE Aerospace
$283.57
+2.24%
INDUSTRIALS · Cap: $296.28B
ROK
Rockwell Automation Inc
$400.20
-0.27%
INDUSTRIALS · Cap: $45.00B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 464% more annual revenue ($48.31B vs $8.57B). GE leads profitability with a 17.9% profit margin vs 11.6%. ROK appears more attractively valued with a PEG of 2.20. ROK earns a higher WallStSmart Score of 63/100 (C+).
GE
Buy59
out of 100
Grade: C
ROK
Buy63
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 45 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Earnings expanding 67.1% YoY
Every $100 of equity generates 24 in profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 12.0x book value
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 EPS Growth, Return on Equity. 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, P/E Ratio. A P/E of 45.7x 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 1.54 — 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 (63/100 vs 59/100) and 11.9% 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.
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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