GE vs TSLA: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and Tesla, 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
Tesla, Inc. Β· Consumer Cyclical
$343.23
-5.3% upside to fair value
Low Conviction Grade D
QuantHub Verdict
TSLA has more upside to fair value (-5.3%). GE trades at a lower forward P/E (37.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GE TSLA
Current Price $308.35 $343.23
Fair Value Estimate $171.94 $325.00
Upside to Fair Value -44.2% -5.3%
Market Cap $325.2B $1,287.9B
Forward P/E 37.8x 205.5x
EV / EBITDA 27.9x 108.8x
Price / Sales 7.2x 13.6x
Price / FCF 45.2x 207.1x
Revenue Growth YoY +18.5% -2.9%
Gross Margin 36.8% 18.0%
Operating Margin 19.1% 4.6%
Return on Equity 46.6% 4.8%
Dividend Yield 0.44% 0%
FCF Yield 2.21% 0.48%
Analyst Consensus Strong Buy β€”
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…
TSLA β€” Tesla, Inc.
Tesla remains the most polarizing stock in markets. The core auto business is deteriorating: FY2025 revenue fell 2.9% to $94.8B, net income dropped 46.8% to $3.8B, and Q4 deliveries declined 15.6% YoY to 418K units. Yet the stock trades at 13.6x TTM P/S (near 5yr highs) on the optionality of Cybercab robotaxis launching April 2026, FSD reaching unsupervised status in Austin, and Optimus humanoid …
Accumulation Zones
Metric GE TSLA
Zone Low $128.96 $244.00
Zone High $146.15 $276.00
In Buy Zone? No No
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