GE Aerospace (GE)vsZTO Express (Cayman) Inc (ZTO)
GE
GE Aerospace
$350.79
-3.56%
INDUSTRIALS · Cap: $354.01B
ZTO
ZTO Express (Cayman) Inc
$23.90
-0.13%
INDUSTRIALS · Cap: $18.20B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 2% more annual revenue ($51.49B vs $50.64B). ZTO leads profitability with a 17.9% profit margin vs 17.7%. ZTO appears more attractively valued with a PEG of 1.27. ZTO earns a higher WallStSmart Score of 70/100 (B-).
GE
Buy65
out of 100
Grade: C+
ZTO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
+64.2%
Fair Value
$69.44
Current Price
$23.90
$45.54 discount
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
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 22.0% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
No major concerns identified
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 : ZTO
The strongest argument for ZTO centers on Altman Z-Score, P/E Ratio, Price/Book. Profitability is solid with margins at 17.9% and operating margin at 19.2%. Revenue growth of 22.0% demonstrates continued momentum.
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 : ZTO
No major red flags identified for ZTO, but monitor valuation.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.35 — expect wider price swings.
ZTO is growing revenue faster at 22.0% — sustainability is the question.
ZTO generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZTO scores higher overall (70/100 vs 65/100), backed by strong 17.9% margins and 22.0% revenue growth. Both earn "Strong 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.
ZTO Express (Cayman) Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · China
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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