GE vs GOOGL: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and Alphabet Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
GE Aerospace Β· Industrials
$308.35
-44.2% upside to fair value
Grade D High Quality
VS
Alphabet Inc. Β· Communication Services
$317.41
-4.5% upside to fair value
Grade D High Quality
QuantHub Verdict
GOOGL has more upside to fair value (-4.5%). GOOGL trades at a lower forward P/E (29.0x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GE GOOGL
Current Price $308.35 $317.41
Fair Value Estimate $171.94 $303.05
Upside to Fair Value -44.2% -4.5%
Market Cap $325.2B $3,839.7B
Forward P/E 37.8x 29.0x
EV / EBITDA 27.9x 21.5x
Price / Sales 7.2x 9.5x
Price / FCF 45.2x 52.4x
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% 1.91%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GE β€” 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…
GOOGL β€” Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
Accumulation Zones
Metric GE GOOGL
Zone Low $128.96 $227.29
Zone High $146.15 $257.59
In Buy Zone? No No
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