Aerospace & Defense
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VSEC vs GE
Revenue, margins, valuation, and 5-year total return — side by side.
Aerospace & Defense
VSEC vs GE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Aerospace & Defense | Aerospace & Defense |
| Market Cap | $4.56B | $316.20B |
| Revenue (TTM) | $1.18B | $48.35B |
| Net Income (TTM) | $63M | $8.66B |
| Gross Margin | 12.2% | 34.8% |
| Operating Margin | 10.7% | 18.5% |
| Forward P/E | 47.9x | 40.0x |
| Total Debt | $343M | $20.49B |
| Cash & Equiv. | $69M | $12.39B |
VSEC vs GE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| VSE Corporation (VSEC) | 100 | 767.1 | +667.1% |
| GE Aerospace (GE) | 100 | 925.2 | +825.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VSEC vs GE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VSEC is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 3.0%, EPS growth 48.2%, 3Y rev CAGR 18.4%
- 5.2% 10Y total return vs GE's 121.0%
- Lower volatility, beta 1.93, Low D/E 23.8%, current ratio 3.76x
GE carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 2 yrs, beta 1.14, yield 0.4%
- Beta 1.14, yield 0.4%, current ratio 1.04x
- 18.5% revenue growth vs VSEC's 3.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.5% revenue growth vs VSEC's 3.0% | |
| Value | Lower P/E (40.0x vs 47.9x) | |
| Quality / Margins | 17.9% margin vs VSEC's 5.3% | |
| Stability / Safety | Beta 1.14 vs VSEC's 1.93 | |
| Dividends | 0.4% yield, 2-year raise streak, vs VSEC's 0.2% | |
| Momentum (1Y) | +57.0% vs GE's +44.9% | |
| Efficiency (ROA) | 6.8% ROA vs VSEC's 3.0%, ROIC 24.7% vs 5.9% |
VSEC vs GE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
VSEC 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 — 40.9x VSEC's $1.2B. GE is the more profitable business, keeping 17.9% of every revenue dollar as net income compared to VSEC's 5.3%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.2B | $48.4B |
| EBITDAEarnings before interest/tax | $170M | $9.9B |
| Net IncomeAfter-tax profit | $63M | $8.7B |
| Free Cash FlowCash after capex | -$14M | $7.5B |
| Gross MarginGross profit ÷ Revenue | +12.2% | +34.8% |
| Operating MarginEBIT ÷ Revenue | +10.7% | +18.5% |
| Net MarginNet income ÷ Revenue | +5.3% | +17.9% |
| FCF MarginFCF ÷ Revenue | -1.1% | +15.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +26.8% | +24.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +3.4% | -1.1% |
Valuation Metrics
Evenly matched — VSEC and GE each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 37.1x trailing earnings, GE trades at a 53% valuation discount to VSEC's 79.1x P/E. On an enterprise value basis, VSEC's 29.3x EV/EBITDA is more attractive than GE's 32.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.6B | $316.2B |
| Enterprise ValueMkt cap + debt − cash | $4.8B | $324.3B |
| Trailing P/EPrice ÷ TTM EPS | 79.15x | 37.09x |
| Forward P/EPrice ÷ next-FY EPS est. | 47.91x | 40.02x |
| PEG RatioP/E ÷ EPS growth rate | — | 3.14x |
| EV / EBITDAEnterprise value multiple | 29.30x | 32.46x |
| Price / SalesMarket cap ÷ Revenue | 4.10x | 6.90x |
| Price / BookPrice ÷ Book value/share | 2.94x | 17.09x |
| Price / FCFMarket cap ÷ FCF | 798.59x | 43.53x |
Profitability & Efficiency
GE leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
GE delivers a 45.8% return on equity — every $100 of shareholder capital generates $46 in annual profit, vs $4 for VSEC. VSEC carries lower financial leverage with a 0.24x debt-to-equity ratio, signaling a more conservative balance sheet compared to GE's 1.08x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +4.1% | +45.8% |
| ROA (TTM)Return on assets | +3.0% | +6.8% |
| ROICReturn on invested capital | +5.9% | +24.7% |
| ROCEReturn on capital employed | +7.7% | +9.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.24x | 1.08x |
| Net DebtTotal debt minus cash | $273M | $8.1B |
| Cash & Equiv.Liquid assets | $69M | $12.4B |
| Total DebtShort + long-term debt | $343M | $20.5B |
| Interest CoverageEBIT ÷ Interest expense | 8.72x | 11.69x |
Total Returns (Dividends Reinvested)
VSEC leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GE five years ago would be worth $46,249 today (with dividends reinvested), compared to $45,853 for VSEC. Over the past 12 months, VSEC leads with a +57.0% total return vs GE's +44.9%. The 3-year compound annual growth rate (CAGR) favors VSEC at 61.0% vs GE's 56.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +10.1% | -5.5% |
| 1-Year ReturnPast 12 months | +57.0% | +44.9% |
| 3-Year ReturnCumulative with dividends | +317.6% | +280.0% |
| 5-Year ReturnCumulative with dividends | +358.5% | +362.5% |
| 10-Year ReturnCumulative with dividends | +517.9% | +121.0% |
| CAGR (3Y)Annualised 3-year return | +61.0% | +56.0% |
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 VSEC's 1.93 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.93x | 1.14x |
| 52-Week HighHighest price in past year | $232.61 | $348.48 |
| 52-Week LowLowest price in past year | $121.75 | $208.22 |
| % of 52W HighCurrent price vs 52-week peak | +85.7% | +86.8% |
| RSI (14)Momentum oscillator 0–100 | 57.7 | 56.4 |
| Avg Volume (50D)Average daily shares traded | 662K | 5.7M |
Analyst Outlook
GE leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates VSEC as "Buy" and GE as "Buy". Consensus price targets imply 27.6% upside for GE (target: $386) vs 18.2% for VSEC (target: $236). For income investors, GE offers the higher dividend yield at 0.45% vs VSEC's 0.20%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $235.67 | $386.20 |
| # AnalystsCovering analysts | 11 | 34 |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +0.4% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.39 | $1.36 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.4% |
GE leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VSEC leads in 1 (Total Returns). 1 tied.
VSEC vs GE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is VSEC 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 3. 0% for VSE Corporation (VSEC). GE Aerospace (GE) offers the better valuation at 37. 1x trailing P/E (40. 0x forward), making it the more compelling value choice. Analysts rate VSE Corporation (VSEC) a "Buy" — based on 11 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 — VSEC or GE?
On trailing P/E, GE Aerospace (GE) is the cheapest at 37.
1x versus VSE Corporation at 79. 1x. On forward P/E, GE Aerospace is actually cheaper at 40. 0x.
03Which is the better long-term investment — VSEC or GE?
Over the past 5 years, GE Aerospace (GE) delivered a total return of +362.
5%, compared to +358. 5% for VSE Corporation (VSEC). Over 10 years, the gap is even starker: VSEC returned +517. 9% versus GE's +121. 0%. 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 — VSEC or GE?
By beta (market sensitivity over 5 years), GE Aerospace (GE) is the lower-risk stock at 1.
14β versus VSE Corporation's 1. 93β — meaning VSEC is approximately 69% more volatile than GE relative to the S&P 500. On balance sheet safety, VSE Corporation (VSEC) carries a lower debt/equity ratio of 24% versus 108% for GE Aerospace — giving it more financial flexibility in a downturn.
05Which is growing faster — VSEC or GE?
By revenue growth (latest reported year), GE Aerospace (GE) is pulling ahead at 18.
5% versus 3. 0% for VSE Corporation (VSEC). On earnings-per-share growth, the picture is similar: VSE Corporation grew EPS 48. 2% year-over-year, compared to 36. 2% for GE Aerospace. Over a 3-year CAGR, VSEC leads at 18. 4% 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 — VSEC or GE?
GE Aerospace (GE) is the more profitable company, earning 19.
0% net margin versus 4. 8% for VSE Corporation — 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 11. 2% for VSEC. 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 VSEC or GE more undervalued right now?
On forward earnings alone, GE Aerospace (GE) trades at 40.
0x forward P/E versus 47. 9x for VSE Corporation — 7. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GE: 27. 6% to $386. 20.
08Which pays a better dividend — VSEC or GE?
All stocks in this comparison pay dividends.
GE Aerospace (GE) offers the highest yield at 0. 4%, versus 0. 2% for VSE Corporation (VSEC).
09Is VSEC 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. 0% 10Y return). VSE Corporation (VSEC) carries a higher beta of 1. 93 — 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. 0%, VSEC: +517. 9%), 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 VSEC 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: VSEC is a small-cap quality compounder stock; GE is a large-cap high-growth stock. 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.
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