Added to YB: 2026-02-03
Pitch date: 2026-01-31
GD [bullish]
General Dynamics Corporation
+1.45%
current return
Author Info
No bio for this author
Company Info
General Dynamics Corporation operates as an aerospace and defense company worldwide. It operates through four segments: Aerospace, Marine Systems, Combat Systems, and Technologies.
Market Cap
$94.4B
Pitch Price
$349.29
Price Target
N/A
Dividend
1.72%
EV/EBITDA
15.04
P/E
22.62
EV/Sales
1.94
Sector
Aerospace and Defense
Category
growth
Unmanned Ground Vehicles (UGV): An Underappreciated Defense Investment Opportunity - Diversified Defense Primes (Low-Moderate UGV Exposure) - General Dynamics Corporation
GD (quick overview): GDLS provides clearest UGV exposure among defense primes via MUTT (selected for Army S-MET program, 2,000+ unit potential) & TRX (hybrid-electric w/ 300-mile range). UGV sales ~$200-400M annually (~1% of $47.7B revenue). Trades 1.7x EV/Rev, 22.7x P/E. Q4 +8% revenue growth, diversified defense exposure w/ UGV upside.
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