GE Aerospace (GE)vsThermon Group Holdings Inc (THR)
GE
GE Aerospace
$323.39
+2.75%
INDUSTRIALS · Cap: $313.14B
THR
Thermon Group Holdings Inc
$61.14
0.00%
INDUSTRIALS · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 9704% more annual revenue ($52.58B vs $536.26M). GE leads profitability with a 17.3% profit margin vs 8.3%. THR appears more attractively valued with a PEG of 0.98. GE earns a higher WallStSmart Score of 59/100 (C).
GE
Buy59
out of 100
Grade: C
THR
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-62.2%
Fair Value
$32.46
Current Price
$61.14
$28.68 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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 19.1x book value
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Earnings declined 83.7%
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 : THR
The strongest argument for THR centers on Altman Z-Score, Debt/Equity, PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.98 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 : THR
The primary concerns for THR are P/E Ratio, EPS Growth. A P/E of 45.0x leaves little room for execution misses.
Key Dynamics to Monitor
GE profiles as a growth stock while THR 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 15.9% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
GE scores higher overall (59/100 vs 50/100), backed by strong 17.3% margins and 15.9% 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.
Thermon Group Holdings Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Thermon Group Holdings, Inc. provides industrial process heating solutions designed for process industries globally. The company is headquartered in Austin, Texas.
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