GE vs NKE: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-16.

GE Aerospace · Industrials

$360.35

-25.9% upside to fair value

Grade D High Quality

NKE

NIKE, Inc. · Consumer Cyclical

$41.05

+45.0% upside to fair value

Grade B High Quality

QuantHub Verdict

NKE has more upside to fair value (+45.0%). NKE trades at a lower forward P/E (19.6x). These are model outputs — not personalized investment advice. See all research →

Valuation & Fundamentals

Metric	GE	NKE
Current Price	$360.35	$41.05
Fair Value Estimate	$267.03	$59.52
Upside to Fair Value	-25.9%	+45.0%
Market Cap	$376.5B	$60.7B
Forward P/E	42.3x	19.6x
EV / EBITDA	33.4x	14.2x
Price / Sales	7.8x	1.3x
Price / FCF	50.5x	57.9x
Revenue Growth YoY	+21.1%	-1.1%
Gross Margin	36.1%	42.9%
Operating Margin	21.0%	8.2%
Return on Equity	46.2%	22.0%
Dividend Yield	0%	0%
FCF Yield	1.98%	1.73%
Analyst Consensus	Strong Buy	Hold

Investment Thesis

GE — GE Aerospace

GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…

NKE — NIKE, Inc.

NIKE, Inc. is a leading global athletic footwear and apparel company with a durable competitive moat supported by its strong brand, scale, and global distribution infrastructure. The company is currently led by CEO Elliott Hill, a seasoned Nike veteran who returned in October 2024 to navigate intensifying competition and channel complexity. Despite its market leadership and solid profitability me…

Accumulation Zones

Metric	GE	NKE
Zone Low	$200.27	$44.64
Zone High	$226.98	$50.59
In Buy Zone?	No	Yes

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