Added to YB: 2026-01-06
Pitch date: 2026-01-03
GE [neutral]
General Electric Company
+1.15%
current return
Author Info
No bio for this author
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
$342.1B
Pitch Price
$323.82
Price Target
347.00 (+6%)
Dividend
0.44%
EV/EBITDA
29.58
P/E
43.28
EV/Sales
7.99
Sector
Aerospace and Defense
Category
growth
GE Aerospace – An Exceptional Compounder for Decades to Come (Deep Dive)
GE (deep dive): High-quality aerospace leader w/ 75% commercial fleet share, $175B backlog, 26% Q3 revenue growth. Cyclical tailwinds (post-COVID MRO surge, LEAP ramp, defense spending) driving exceptional near-term performance. Strong moat via service ecosystem, customer lock-in. However, 51x P/E reflects peak optimism; normalized growth warrants ~42x multiple. Target $347 by 2027 implies only 5% CAGR from current $315 price.
Read full article (21 min)