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 2026-09-17.
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
NKE has more upside to fair value
(+9.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GE |
NKE |
| Current Price |
$312.90 |
$35.78 |
| Fair Value Estimate |
$323.41 |
$39.33 |
| Upside to Fair Value |
+3.4%
|
+9.9%
|
| Market Cap |
$324.6B |
$53.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
27.4x
|
12.0x
|
| Price / Sales |
6.4x
|
1.1x
|
| Price / FCF |
38.7x
|
24.3x
|
| Revenue Growth YoY |
+21.1%
|
-1.1%
|
| Gross Margin |
35.4%
|
42.9%
|
| Operating Margin |
20.8%
|
8.2%
|
| Return on Equity |
49.0%
|
22.0%
|
| Dividend Yield |
0.53% |
4.58% |
| FCF Yield |
2.58%
|
4.12%
|
| Analyst Consensus |
Buy
|
Hold
|
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 …
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
Accumulation Zones
| Metric |
GE |
NKE |
| Zone Low |
$242.56 |
$29.50 |
| Zone High |
$274.90 |
$33.43 |
| In Buy Zone? |
No
|
No
|