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v0.1
GE$323.58-0.06%
Fair $129.34-60.0%

GE

GE Aerospace

Industrials / Aerospace & DefenseNYSE

$323.58

-0.18 (-0.06%)

Significantly Overvalued-60.0%Fair Value $129.34Fund rank 36/100 · PassSEC 19/19 yrs|
SA 64/B
F-Score: 7/9
Significantly Overvalued

FCF base 3Y

$102.78

-31.8% CAGR · yield 6.6%

FCF base 5Y

$143.12

-15.1% base · -13.7% expected

Precio de entrada

$66.30

MOS 18% · confianza 85%

FCF escenarios

audited · normalized FCF $4.3B · quality 68.0/100

Pass 36/100
Bear 5Y$78.66-24.6%
Base 5Y$143.12-15.1%
Bull 5Y$254.40-4.7%
Return 0/100Downside 9/100Model quality 65/100Data QA 100/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

64/100

B

Piotroski

7/9

balance/quality

Valuation

0/100

-60.0% upside

5Y CAGR

-13.7%

0/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 1sec-companyfacts: 19
Estimated downside of 60.0% from current price
Thesis & Journal · GELocal privado en este navegador · GE Aerospace
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$338.1B

P/E

37.2x

↑

EV/EBITDA

29.4x

↑

ROE

46.6%

↑

Gross Margin

31.5%

↑

Debt/Equity

0.09

↓
52-Week Range$324
$232$348
EV/EBITDA Historical29.4x

TradingView lightweight chart

GE price, volumen y niveles de valoración

Último $323.58Periodo +35.0%
Buy zone: $66.30Bear 5Y: $78.66Fair value: $129.34Base 5Y: $143.12Bull 5Y: $254.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

-7.0%

FCF CAGR

-6.7%

FCF margin

15.8%

FCF / Net income

0.83x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $45.85B · net income $8.70B · FCF $7.26B

2007-FY → 2025-FY

Gross margin

31.5%— pts

Operating margin

18.9%+3.9% pts

Net margin

19.0%+5.9% pts

FCF margin

15.8%+0.8% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$45.85B$45.85B$9.88B$8.55B$16.05B$19.49B$20.26B$90.22B$113.54B$110.97B$110.17B$117.39B$117.18B$113.25B$112.59B$11.58B$12.81B$154.40B$179.77B$169.96B
Net Income$8.70B$8.70B$6.56B$9.48B$336.0M$-6.34B$2.64B$-4.98B$-22.36B$-8.48B$7.50B$-6.13B$15.23B$3.21B$4.01B$14.15B$11.64B$11.03B$17.41B$22.21B
EBITDA$12.06B$12.06B$9.79B$12.65B$4.04B—————————$33.69B$31.38B$27.04B$26.22B$33.33B$35.89B
EPS8.148.145.998.360.05-6.002.19-4.99-2.62-1.030.75-0.611.500.320.381.231.061.011.722.17
Gross Margin31.5%31.5%30.9%26.9%25.9%—————6.4%6.4%——7.3%78.6%64.6%5.1%——
Operating Margin18.9%18.9%17.5%13.3%12.3%—————————20.3%178.4%134.6%10.1%12.2%15.1%
Net Margin19.0%19.0%66.4%110.9%2.1%-32.5%13.0%-5.5%-19.7%-7.6%6.8%-5.2%13.0%2.8%3.6%122.2%90.9%7.1%9.7%13.1%
Balance Sheet
Debt/Equity0.090.090.110.040.110.110.13—————0.09———————
Current Ratio1.011.01——————————————————
Cash Flow
Free Cash Flow$7.26B$7.26B$3.68B$4.33B$4.55B$2.23B$1.99B$6.52B$-1.65B$-88.0M$-6.04B$12.58B$20.57B$21.76B$16.21B$20.72B$26.32B$15.78B$32.64B$25.52B
Returns
ROE46.6%46.6%33.9%34.6%1.0%-15.7%7.4%-17.6%-72.2%-15.1%10.7%-6.2%11.9%2.5%3.3%12.2%9.8%9.4%16.6%19.2%
Valuation
P/E37.2037.2050.5636.226056.80—138.28———403.79—201.89946.37796.95246.21285.70299.84176.07139.56
EV/EBITDA29.3529.3519.809.1818.11———————————————
P/B17.3217.3217.1312.159.908.259.3311.6784.9546.9539.4130.8723.9223.86——————
Growth & Yield
Revenue Growth364.2%364.2%15.6%-46.7%-17.7%-3.8%-77.5%-20.5%2.3%0.7%-6.1%0.2%3.5%0.6%872.5%-9.7%-91.7%-14.1%5.8%—
EPS Growth35.9%35.9%-28.3%16620.0%100.8%-374.0%143.9%-90.5%-154.4%-237.3%223.0%-140.7%368.7%-15.8%-69.1%16.0%5.0%-41.3%-20.7%—
Dividend Yield0.6%0.6%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

52.2%

muy exigente

EPS terminal req.

$28.71

Spread vs growth

-16.3%

5Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$34.74

Spread vs growth

2.2%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$55.95

Spread vs growth

14.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +32.2%

Total return

+32.2%

Start / end P/E

41.1x → 39.8x

EPS bridge

5.99 → 8.14

Residual

-1.1%

EPS growth+35.9%
Multiple rerating-3.2%
Dividend+0.6%
Residual / FX / buybacks / cross-term-1.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.

9.2x29.4x
EV/EBITDA vs Sector29.4x
5.0xmed 9.9x44.0x