IDA vs GE vs RTX vs POR vs LMT

For growth investors, GE Aerospace (GE) is the stronger pick with 18.

5% revenue growth year-over-year, versus -1. 9% for Portland General Electric Company (POR). Portland General Electric Company (POR) offers the better valuation at 17. 6x trailing P/E (14. 3x forward), making it the more compelling value choice. Analysts rate IDACORP, Inc. (IDA) a "Buy" — based on 13 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.

On trailing P/E, Portland General Electric Company (POR) is the cheapest at 17.

6x versus GE Aerospace at 36. 4x. On forward P/E, Portland General Electric Company is actually cheaper at 14. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Portland General Electric Company wins at 1. 44x versus IDACORP, Inc. 's 4. 81x — a reasonable growth-adjusted valuation.

Over the past 5 years, GE Aerospace (GE) delivered a total return of +352.

5%, compared to +15. 2% for Portland General Electric Company (POR). Over 10 years, the gap is even starker: RTX returned +233. 5% versus POR's +57. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Portland General Electric Company (POR) is the lower-risk stock at 0.

10β versus GE Aerospace's 1. 19β — meaning GE is approximately 1098% more volatile than POR relative to the S&P 500. On balance sheet safety, RTX Corporation (RTX) carries a lower debt/equity ratio of 59% versus 3% for Lockheed Martin Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), GE Aerospace (GE) is pulling ahead at 18.

5% versus -1. 9% for Portland General Electric Company (POR). On earnings-per-share growth, the picture is similar: RTX Corporation grew EPS 39. 7% year-over-year, compared to -8. 3% for Portland General Electric Company. 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.

GE Aerospace (GE) is the more profitable company, earning 19.

0% net margin versus 6. 7% for Lockheed Martin Corporation — meaning it keeps 19. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDA leads at 21. 9% versus 10. 0% for RTX. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Portland General Electric Company (POR) is the more undervalued stock at a PEG of 1. 44x versus IDACORP, Inc. 's 4. 81x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Portland General Electric Company (POR) trades at 14. 3x forward P/E versus 39. 3x for GE Aerospace — 25. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GE: 30. 0% to $386. 20.

All stocks in this comparison pay dividends.

Portland General Electric Company (POR) offers the highest yield at 4. 2%, versus 0. 5% for GE Aerospace (GE).

For long-horizon retirement investors, Lockheed Martin Corporation (LMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

12), 2. 7% yield, +153. 7% 10Y return). Both have compounded well over 10 years (LMT: +153. 7%, GE: +117. 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.

These companies operate in different sectors (IDA (Utilities) and GE (Industrials) and RTX (Industrials) and POR (Utilities) and LMT (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: IDA is a small-cap quality compounder stock; GE is a large-cap high-growth stock; RTX is a large-cap quality compounder stock; POR is a small-cap deep-value stock; LMT is a mid-cap quality compounder stock. IDA, RTX, POR, LMT pay 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.