GE vs GOOG: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and Alphabet Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
GE Aerospace ยท Industrials
$312.90
+3.4% upside to fair value
Med Conviction Grade C High Quality
VS
Alphabet Inc. ยท Communication Services
$334.98
+15.8% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
GOOG has more upside to fair value (+15.8%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric GE GOOG
Current Price $312.90 $334.98
Fair Value Estimate $323.41 $387.82
Upside to Fair Value +3.4% +15.8%
Market Cap $324.6B $4,065.3B
Forward P/E โ€” โ€”
EV / EBITDA 27.4x 12.7x
Price / Sales 6.4x 9.1x
Price / FCF 38.7x 76.4x
Revenue Growth YoY +21.1% +24.2%
Gross Margin 35.4% 60.9%
Operating Margin 20.8% 33.1%
Return on Equity 49.0% 50.8%
Dividend Yield 0.53% 0.26%
FCF Yield 2.58% 1.31%
Analyst Consensus Buy Strong Buy
Investment Thesis
GE โ€” GE Aerospace
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 โ€ฆ
GOOG โ€” Alphabet Inc.
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.โ€ฆ
Accumulation Zones
Metric GE GOOG
Zone Low $242.56 $290.87
Zone High $274.90 $329.65
In Buy Zone? No No
โ† GE Research    GOOG Research โ†’    All Research