GE vs GOOG: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and Alphabet Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-18.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D High Quality
VS
Alphabet Inc. · Communication Services
$339.40
-4.4% upside to fair value
Grade D High Quality
QuantHub Verdict
GOOG has more upside to fair value (-4.4%). GOOG trades at a lower forward P/E (31.2x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric GE GOOG
Current Price $308.35 $339.40
Fair Value Estimate $171.94 $324.34
Upside to Fair Value -44.2% -4.4%
Market Cap $325.2B $4,105.7B
Forward P/E 37.8x 31.2x
EV / EBITDA 27.9x 23.1x
Price / Sales 7.2x 10.3x
Price / FCF 45.2x 56.4x
Revenue Growth YoY +18.5% +11.3%
Gross Margin 36.8% 59.7%
Operating Margin 19.1% 32.0%
Return on Equity 46.6% 35.0%
Dividend Yield 0.44% 0%
FCF Yield 2.21% 1.77%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GE — GE Aerospace
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
GOOG — Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Accumulation Zones
Metric GE GOOG
Zone Low $128.96 $243.25
Zone High $146.15 $275.69
In Buy Zone? No No
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