GE vs GOOGL: 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 2026-09-25.
GE Aerospace ยท Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Alphabet Inc. ยท Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
GE |
GOOGL |
| Current Price |
$312.90 |
$342.36 |
| Fair Value Estimate |
$323.41 |
$399.26 |
| Upside to Fair Value |
+3.4%
|
+16.6%
|
| Market Cap |
$324.6B |
$4,143.3B |
| Forward P/E |
โ
|
โ
|
| EV / EBITDA |
27.4x
|
12.9x
|
| Price / Sales |
6.4x
|
9.3x
|
| Price / FCF |
38.7x
|
78.1x
|
| 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% |
0.25% |
| FCF Yield |
2.58%
|
1.28%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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 โฆ
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over yโฆ
Accumulation Zones
| Metric |
GE |
GOOGL |
| Zone Low |
$242.56 |
$299.44 |
| Zone High |
$274.90 |
$339.37 |
| In Buy Zone? |
No
|
No
|