GE Aerospace (GE)vsXPO Logistics Inc (XPO)
GE
GE Aerospace
$355.11
+1.28%
INDUSTRIALS · Cap: $354.01B
XPO
XPO Logistics Inc
$199.40
-2.60%
INDUSTRIALS · Cap: $25.25B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 510% more annual revenue ($50.64B vs $8.30B). GE leads profitability with a 17.7% profit margin vs 4.2%. XPO appears more attractively valued with a PEG of 2.34. GE earns a higher WallStSmart Score of 65/100 (C+).
GE
Buy65
out of 100
Grade: C+
XPO
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-23.2%
Fair Value
$163.87
Current Price
$199.40
$35.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Earnings expanding 46.6% YoY
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 12.6x book value
Distress zone — elevated risk
4.2% margin — thin
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 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bull Case : XPO
The strongest argument for XPO centers on EPS Growth.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 40.1x leaves little room for execution misses.
Bear Case : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 74.1x leaves little room for execution misses. Debt-to-equity of 2.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
GE profiles as a growth stock while XPO is a value play — different risk/reward profiles.
XPO carries more volatility with a beta of 1.64 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
XPO generates stronger free cash flow (72M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 53/100), backed by strong 17.7% margins and 21.1% 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.
XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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