GE vs UPS: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and United Parcel Service, 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
United Parcel Service, Inc. Β· Industrials
$101.69
+27.8% upside to fair value
Med Conviction Grade B-
QuantHub Verdict
UPS has more upside to fair value (+27.8%). UPS trades at a lower forward P/E (15.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GE UPS
Current Price $308.35 $101.69
Fair Value Estimate $171.94 $130.00
Upside to Fair Value -44.2% +27.8%
Market Cap $325.2B $86.4B
Forward P/E 37.8x 15.1x
EV / EBITDA 27.9x 9.1x
Price / Sales 7.2x 0.9x
Price / FCF 45.2x 17.7x
Revenue Growth YoY +18.5% -2.5%
Gross Margin 36.8% 18.5%
Operating Margin 19.1% 9.56%
Return on Equity 46.6% 34.3%
Dividend Yield 0.44% 6.41%
FCF Yield 2.21% 5.66%
Analyst Consensus Strong Buy Hold
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…
UPS β€” United Parcel Service, Inc.
UPS is the world's largest integrated logistics network with 241,250 employees, operations in 200-plus countries, and 20.8 million packages per day, now in the decisive phase of its most consequential restructuring in 118 years. By deliberately cutting Amazon volume by more than 50 percent (Amazon was 10.6 percent of 2025 revenue), closing 22 to 24 facilities, and eliminating 30,000 positions, ma…
Accumulation Zones
Metric GE UPS
Zone Low $128.96 $95.00
Zone High $146.15 $112.00
In Buy Zone? No Yes
← GE Research    UPS Research β†’    All Research