GE Aerospace (GE)vsTwin Disc Incorporated (TWIN)
GE
GE Aerospace
$283.57
+2.24%
INDUSTRIALS · Cap: $296.28B
TWIN
Twin Disc Incorporated
$16.52
+1.35%
INDUSTRIALS · Cap: $260.45M
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 13779% more annual revenue ($48.31B vs $348.10M). GE leads profitability with a 17.9% profit margin vs 6.3%. TWIN appears more attractively valued with a PEG of 3.16. GE earns a higher WallStSmart Score of 59/100 (C).
GE
Buy59
out of 100
Grade: C
TWIN
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
+48.4%
Fair Value
$33.40
Current Price
$16.52
$16.88 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 2239.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
0.3% revenue growth
Smaller company, higher risk/reward
6.3% margin — thin
Operating margin of 1.5%
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 : TWIN
The strongest argument for TWIN centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : TWIN
The primary concerns for TWIN are Revenue Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
GE profiles as a growth stock while TWIN is a value play — different risk/reward profiles.
GE carries more volatility with a beta of 1.43 — 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
GE scores higher overall (59/100 vs 55/100), backed by strong 17.9% margins and 24.7% revenue growth. TWIN offers better value entry with a 48.4% margin of safety. 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.
Twin Disc Incorporated
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Twin Disc, Incorporated designs, manufactures and sells power transmission equipment for off-highway and marine use worldwide. The company is headquartered in Racine, Wisconsin.
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