Added to YB: 2025-09-08
Pitch date: 2025-09-04
GE [bullish]
General Electric Company
+6.34%
current return
Author Info
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Company Info
General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems.
Market Cap
$305.2B
Pitch Price
$281.93
Price Target
321.99 (+7%)
Dividend
0.50%
EV/EBITDA
26.47
P/E
38.61
EV/Sales
7.15
Sector
Aerospace and Defense
Category
growth
GE Aerospace - making plane engines that are the best
GE: 70% service revenue provides predictable cash flows vs cyclical industrials. $140B backlog, 15% revenue CAGR expected by mgmt, 18% net margin, 17% FCF margin. DCF fair value $322 (+17% upside). Bull: monopolistic traits, high barriers, economies of scale. Bear: negative cash position, 1.03 D/E ratio.
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