Industrial - Machinery
Compare Stocks
2 / 10Stock Comparison
BW vs GE
Revenue, margins, valuation, and 5-year total return — side by side.
Aerospace & Defense
BW vs GE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Industrial - Machinery | Aerospace & Defense |
| Market Cap | $1.73B | $319.54B |
| Revenue (TTM) | $635M | $48.35B |
| Net Income (TTM) | $-36M | $8.66B |
| Gross Margin | 25.5% | 34.8% |
| Operating Margin | 5.2% | 18.5% |
| Forward P/E | 86.0x | 40.4x |
| Total Debt | $193M | $20.49B |
| Cash & Equiv. | $90M | $12.39B |
BW vs GE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Babcock & Wilcox En… (BW) | 100 | 723.3 | +623.3% |
| GE Aerospace (GE) | 100 | 935.0 | +835.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BW vs GE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BW is the clearest fit if your priority is defensive.
- Beta 3.75, yield 0.9%, current ratio 1.22x
- 0.9% yield, vs GE's 0.4%
- +34.3% vs GE's +47.4%
GE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 1.14, yield 0.4%
- Rev growth 18.5%, EPS growth 36.2%, 3Y rev CAGR 16.3%
- 121.3% 10Y total return vs BW's -93.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.5% revenue growth vs BW's -18.1% | |
| Value | Lower P/E (40.4x vs 86.0x) | |
| Quality / Margins | 17.9% margin vs BW's -5.7% | |
| Stability / Safety | Beta 1.14 vs BW's 3.75 | |
| Dividends | 0.9% yield, vs GE's 0.4% | |
| Momentum (1Y) | +34.3% vs GE's +47.4% | |
| Efficiency (ROA) | 6.8% ROA vs BW's -5.3%, ROIC 24.7% vs 16.9% |
BW vs GE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BW vs GE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
GE leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GE is the larger business by revenue, generating $48.4B annually — 76.1x BW's $635M. GE is the more profitable business, keeping 17.9% of every revenue dollar as net income compared to BW's -5.7%. On growth, BW holds the edge at +142.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $635M | $48.4B |
| EBITDAEarnings before interest/tax | $43M | $9.9B |
| Net IncomeAfter-tax profit | -$36M | $8.7B |
| Free Cash FlowCash after capex | -$86M | $7.5B |
| Gross MarginGross profit ÷ Revenue | +25.5% | +34.8% |
| Operating MarginEBIT ÷ Revenue | +5.2% | +18.5% |
| Net MarginNet income ÷ Revenue | -5.7% | +17.9% |
| FCF MarginFCF ÷ Revenue | -13.5% | +15.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +142.9% | +24.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +106.4% | -1.1% |
Valuation Metrics
Evenly matched — BW and GE each lead in 2 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, GE's 32.8x EV/EBITDA is more attractive than BW's 55.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.7B | $319.5B |
| Enterprise ValueMkt cap + debt − cash | $1.8B | $327.6B |
| Trailing P/EPrice ÷ TTM EPS | -32.40x | 37.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 85.96x | 40.44x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.17x |
| EV / EBITDAEnterprise value multiple | 55.48x | 32.80x |
| Price / SalesMarket cap ÷ Revenue | 2.94x | 6.97x |
| Price / BookPrice ÷ Book value/share | — | 17.27x |
| Price / FCFMarket cap ÷ FCF | — | 43.99x |
Profitability & Efficiency
GE leads this category, winning 5 of 7 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), GE scores 6/9 vs BW's 2/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | — | +45.8% |
| ROA (TTM)Return on assets | -5.3% | +6.8% |
| ROICReturn on invested capital | +16.9% | +24.7% |
| ROCEReturn on capital employed | +7.5% | +9.6% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 6 |
| Debt / EquityFinancial leverage | — | 1.08x |
| Net DebtTotal debt minus cash | $103M | $8.1B |
| Cash & Equiv.Liquid assets | $90M | $12.4B |
| Total DebtShort + long-term debt | $193M | $20.5B |
| Interest CoverageEBIT ÷ Interest expense | 0.97x | 11.69x |
Total Returns (Dividends Reinvested)
GE leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GE five years ago would be worth $47,052 today (with dividends reinvested), compared to $18,316 for BW. Over the past 12 months, BW leads with a +3434.9% total return vs GE's +47.4%. The 3-year compound annual growth rate (CAGR) favors GE at 56.6% vs BW's 36.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +144.9% | -4.5% |
| 1-Year ReturnPast 12 months | +3434.9% | +47.4% |
| 3-Year ReturnCumulative with dividends | +156.6% | +284.0% |
| 5-Year ReturnCumulative with dividends | +83.2% | +370.5% |
| 10-Year ReturnCumulative with dividends | -93.1% | +121.3% |
| CAGR (3Y)Annualised 3-year return | +36.9% | +56.6% |
Risk & Volatility
GE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GE is the less volatile stock with a 1.14 beta — it tends to amplify market swings less than BW's 3.75 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GE currently trades 87.8% from its 52-week high vs BW's 82.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 3.75x | 1.14x |
| 52-Week HighHighest price in past year | $18.80 | $348.48 |
| 52-Week LowLowest price in past year | $0.41 | $205.92 |
| % of 52W HighCurrent price vs 52-week peak | +82.7% | +87.8% |
| RSI (14)Momentum oscillator 0–100 | 50.3 | 45.9 |
| Avg Volume (50D)Average daily shares traded | 4.3M | 5.7M |
Analyst Outlook
Evenly matched — BW and GE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BW as "Hold" and GE as "Buy". Consensus price targets imply 26.3% upside for GE (target: $386) vs -18.5% for BW (target: $13). For income investors, BW offers the higher dividend yield at 0.91% vs GE's 0.45%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $12.67 | $386.20 |
| # AnalystsCovering analysts | 7 | 34 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | +0.4% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.14 | $1.36 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +2.4% |
GE leads in 4 of 6 categories — strongest in Income & Cash Flow and Profitability & Efficiency. 2 categories are tied.
BW vs GE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BW or GE a better buy right now?
For growth investors, GE Aerospace (GE) is the stronger pick with 18.
5% revenue growth year-over-year, versus -18. 1% for Babcock & Wilcox Enterprises, Inc. (BW). GE Aerospace (GE) offers the better valuation at 37. 5x trailing P/E (40. 4x forward), making it the more compelling value choice. Analysts rate GE Aerospace (GE) a "Buy" — based on 34 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BW or GE?
On forward P/E, GE Aerospace is actually cheaper at 40.
4x.
03Which is the better long-term investment — BW or GE?
Over the past 5 years, GE Aerospace (GE) delivered a total return of +370.
5%, compared to +83. 2% for Babcock & Wilcox Enterprises, Inc. (BW). Over 10 years, the gap is even starker: GE returned +121. 3% versus BW's -93. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BW or GE?
By beta (market sensitivity over 5 years), GE Aerospace (GE) is the lower-risk stock at 1.
14β versus Babcock & Wilcox Enterprises, Inc. 's 3. 75β — meaning BW is approximately 229% more volatile than GE relative to the S&P 500.
05Which is growing faster — BW or GE?
By revenue growth (latest reported year), GE Aerospace (GE) is pulling ahead at 18.
5% versus -18. 1% for Babcock & Wilcox Enterprises, Inc. (BW). On earnings-per-share growth, the picture is similar: Babcock & Wilcox Enterprises, Inc. grew EPS 41. 5% year-over-year, compared to 36. 2% for GE Aerospace. Over a 3-year CAGR, GE leads at 16. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BW or GE?
GE Aerospace (GE) is the more profitable company, earning 19.
0% net margin versus -6. 1% for Babcock & Wilcox Enterprises, Inc. — meaning it keeps 19. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GE leads at 19. 1% versus 3. 9% for BW. At the gross margin level — before operating expenses — GE leads at 36. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BW or GE more undervalued right now?
On forward earnings alone, GE Aerospace (GE) trades at 40.
4x forward P/E versus 86. 0x for Babcock & Wilcox Enterprises, Inc. — 45. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GE: 26. 3% to $386. 20.
08Which pays a better dividend — BW or GE?
All stocks in this comparison pay dividends.
Babcock & Wilcox Enterprises, Inc. (BW) offers the highest yield at 0. 9%, versus 0. 4% for GE Aerospace (GE).
09Is BW or GE better for a retirement portfolio?
For long-horizon retirement investors, GE Aerospace (GE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
14), +121. 3% 10Y return). Babcock & Wilcox Enterprises, Inc. (BW) carries a higher beta of 3. 75 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GE: +121. 3%, BW: -93. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BW and GE?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BW is a small-cap quality compounder stock; GE is a large-cap high-growth stock. BW pays a dividend while GE does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.