GE vs BA Stock Comparison: AI Score, Valuation, Performance and Upside
GE Aerospace and Boeing both sit in commercial aviation but occupy very different positions: GE makes jet engines and earns most of its profit from high-margin recurring aftermarket services on its massive installed base, while Boeing manufactures the airframes themselves and has faced significant production and quality challenges that have pressured its cash flow and balance sheet.
GE Aerospace offers a more capital-light, recurring-revenue business model tied to the growing global aircraft fleet, largely insulated from any single airframe program's issues. Boeing offers leveraged upside if production recovery and delivery rates normalize, but carries more balance-sheet and execution risk. Consider whether you prefer GE's steadier aftermarket-driven model or Boeing's higher-risk, recovery-dependent turnaround story.
GE holds the edge across 4 of 5 key metrics in this comparison. GE leads on both 1-year return (+7.07%) and forward P/E quality (37.75x vs 51.45x for BA), a relatively favorable combination of momentum and valuation. GE leads on both revenue growth (21.10%) and operating margin (20.57%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for BA (+30.60%) than for GE (+18.19%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to commercial aviation growth through a high-margin, recurring aftermarket services model
- Prefer a business less exposed to the production and quality issues of any single aircraft program
- Value engine manufacturing's high barriers to entry as a durable competitive moat
- Are comfortable with new engine delivery rates depending partly on airframe manufacturers' own production schedules
- Believe Boeing's production rate and quality recovery will continue and unlock pent-up delivery backlog
- Want leveraged upside from a commercial aircraft duopoly (with Airbus) as global travel demand grows
- Are comfortable with higher balance-sheet leverage and execution risk during the recovery period
- See the large order backlog and diversified defense business as underlying long-term value
| Metric | GE | BA |
|---|---|---|
| AI scorei | 43.2 | 42.0 |
| AI ranki | #885 | #975 |
| Latest closei | $307.05 | $209.69 |
| 1M returni | -16.65% | -9.49% |
| 6M returni | +1.64% | -0.54% |
| 1Y returni | +7.07% | -2.81% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | GE | BA |
|---|---|---|
| 1Y ago | $10.48K (+4.8%) started 2025-09-16 | $9.75K (-2.5%) started 2025-09-16 |
| 5Y ago | $50.81K (+408.1%) started 2021-09-17 | $9.83K (-1.7%) started 2021-09-17 |
| 10Y ago | $26.53K (+165.3%) started 2016-09-19 | $19.5K (+95.0%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | GE | BA |
|---|---|---|
| Market capi | $355.45B | $166.33B |
| Trailing P/Ei | 40.30 | 75.70 |
| Forward P/Ei | 37.75 | 51.45 |
| Price/Salesi | 6.87 | 2.29 |
| EV/Revenuei | 7.23 | 2.08 |
| Analyst targeti | $404.90 | $274.85 |
| Target upsidei | +18.19% | +30.60% |
| Metric | GE | BA |
|---|---|---|
| Revenue growthi | 21.10% | 8.00% |
| Earnings growthi | 19.40% | N/A |
| EPS growthi | +19.40% | N/A |
| FCF margini | +13.02% | +5.98% |
| Operating margini | 20.57% | 0.00% |
| Profit margini | 17.72% | 2.59% |
| ROIC proxyi | 48.23% | 173.54% |
| Return on equityi | 48.23% | 173.54% |
| Dividend yieldi | 0.55% | N/A |
| Payout ratioi | 19.58% | 0.00% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.37 | 1.21 |
| Debt/equityi | 113.22 | 790.88 |
| Current ratioi | 0.98 | 1.14 |
| Quick ratioi | 0.63 | 0.30 |
Over the past year, GE and BA have moved moderately in the same direction (correlation of 0.46), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | GE | BA |
|---|---|---|---|
| 1Y | Growthi | +4.81% | -2.48% |
| CAGRi | +4.81% | -2.48% | |
| Volatilityi | 33.06% | 33.41% | |
| Sharpe ratioi | 0.17 | -0.04 | |
| Sortino ratioi | 0.24 | -0.07 | |
| Max drawdowni | 20.97% | 24.96% | |
| Current drawdowni | 19.46% | 16.84% | |
| Avg drawdowni | 6.61% | 10.06% | |
| Ulcer Indexi | 8.72% | 11.69% | |
| Max daily dropi | 7.38% | 6.32% | |
| Max wkly dropi | 11.99% | 11.32% | |
| 5Y | Growthi | +399.15% | -1.72% |
| CAGRi | +37.95% | -0.35% | |
| Volatilityi | 31.07% | 36.66% | |
| Sharpe ratioi | 1.05 | 0.05 | |
| Sortino ratioi | 1.52 | 0.07 | |
| Max drawdowni | 44.94% | 50.29% | |
| Current drawdowni | 19.46% | 20.65% | |
| Avg drawdowni | 9.05% | 21.99% | |
| Ulcer Indexi | 14.33% | 25.13% | |
| Max daily dropi | 11.10% | 10.47% | |
| Max wkly dropi | 16.89% | 21.19% | |
| 10Y | Growthi | +139.77% | +78.78% |
| CAGRi | +9.15% | +5.99% | |
| Volatilityi | 36.59% | 41.82% | |
| Sharpe ratioi | 0.30 | 0.24 | |
| Sortino ratioi | 0.43 | 0.35 | |
| Max drawdowni | 80.94% | 77.92% | |
| Current drawdowni | 19.46% | 51.27% | |
| Avg drawdowni | 39.28% | 38.42% | |
| Ulcer Indexi | 47.73% | 45.01% | |
| Max daily dropi | 15.16% | 23.85% | |
| Max wkly dropi | 28.20% | 46.26% |
| Category | GE | BA |
|---|---|---|
| Company | GE Aerospace | The Boeing Company |
| Sector | Industrials | Industrials |
| Industry | Aerospace & Defense | Aerospace & Defense |
| Core business | Designs and manufactures jet engines for commercial and military aircraft, with a large, highly profitable installed base that generates recurring revenue from spare parts, maintenance, and overhaul services. | Manufactures commercial airplanes (737, 787, 777 families), defense and space systems, and provides related services, working to recover production rates and quality following prior safety and manufacturing issues. |
| Investor focus | Commercial engine spare parts and services revenue (the primary profit driver), new engine delivery rates, and defense engine program growth. | 737 MAX and 787 production rate recovery, regulatory oversight status, free cash flow generation, and defense program execution. |
- Massive installed base of engines in service generates high-margin, recurring aftermarket services revenue for decades
- Engine manufacturing has extremely high barriers to entry, limiting competition to a small number of global players
- Less exposed than airframe manufacturers to the specific production and certification issues of any one aircraft program
- Duopoly position with Airbus in large commercial aircraft manufacturing, with a multi-year order backlog
- Improving production quality and rate discipline following heightened regulatory scrutiny
- Large, diversified defense and space business alongside commercial aircraft
- New engine deliveries tied to broader aircraft production rates, including at customers like Boeing and Airbus
- Supply chain constraints affecting engine and parts production capacity
- Long-term shift toward more fuel-efficient engines requiring sustained R&D investment
- History of production quality and safety issues that led to increased regulatory oversight and rate caps
- High leverage and cash flow pressure from years of production disruptions and delivery delays
- Execution risk in ramping production rates back up while maintaining quality standards
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