GE Aerospace (GE)vsUL Solutions Inc. (ULS)
GE
GE Aerospace
$289.93
+2.24%
INDUSTRIALS · Cap: $296.28B
ULS
UL Solutions Inc.
$90.49
+2.82%
INDUSTRIALS · Cap: $17.71B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1482% more annual revenue ($48.31B vs $3.05B). GE leads profitability with a 17.9% profit margin vs 10.6%. ULS appears more attractively valued with a PEG of 2.32. GE earns a higher WallStSmart Score of 59/100 (C).
GE
Buy59
out of 100
Grade: C
ULS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
+24.9%
Fair Value
$96.58
Current Price
$90.49
$6.09 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
Every $100 of equity generates 31 in profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 16.3x book value
Distress zone — elevated risk
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 14.4x book value
Premium valuation, high expectations priced in
Earnings declined 17.5%
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 : ULS
The strongest argument for ULS centers on Return on Equity.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : ULS
The primary concerns for ULS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 55.0x leaves little room for execution misses.
Key Dynamics to Monitor
GE profiles as a growth stock while ULS 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 52/100), backed by strong 17.9% margins and 24.7% revenue growth. ULS offers better value entry with a 24.9% 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.
UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
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