Advertisement
GE vs HWM
Which Stock Would AI Choose? GE Aerospace (GE) vs. Howmet Aerospace (HWM) Stock Comparison
Key Takeaways
- Both GE and HWM operate in the aerospace sector, capitalizing on robust demand for commercial engines and defense applications amid industry recovery.
- HWM has delivered stronger year-to-date (YTD) performance at approximately +17%, outpacing GE's more modest gains near breakeven in recent market activity.
- GE trades at a lower trailing price-to-earnings (P/E) ratio of 36 compared to HWM's elevated 65, suggesting relatively better value.
- Analysts maintain buy ratings for both, with average price targets implying upside: $350 for GE and $281 for HWM.
- Recent momentum shows HWM with positive one-month gains, while GE experienced a pullback from 52-week highs.
- Sector tailwinds support both, but HWM's focus on high-margin components drives superior profitability metrics in recent quarters.
Introduction
This stock comparison examines GE Aerospace and Howmet Aerospace (HWM), two key players in the aerospace and defense industry. Both companies benefit from surging demand for aircraft engines, components, and related services driven by commercial aviation recovery and geopolitical tensions boosting defense spending. Traders seeking relative performance insights and investors eyeing industrial sector exposure will find value in analyzing their business models, recent price behavior, valuations, and market positioning. This analysis highlights contrasts in growth trajectories and risk profiles amid broader market volatility.
GE Aerospace (GE) Overview and Recent Performance
GE Aerospace, a leading provider of aircraft engines, propulsion systems, and aftermarket services, has solidified its position through a streamlined focus post-restructuring. In recent market activity, the stock has traded around $286, down from a 52-week high near $348, reflecting a pullback amid broader industrial sector rotation and concerns over supply chain disruptions, including U.S. rules on rare earth materials essential for manufacturing. Strong Q1 results showcased commercial engines revenue growth exceeding 30% year-over-year, supported by a record $27 billion order backlog, bolstering sentiment. However, one-month performance dipped slightly by 1.3%, influenced by valuation debates and peer comparisons, with trading volume averaging over 5 million shares daily. Analyst upgrades and a $350 average target underscore confidence in long-term catalysts like defense contracts.
Howmet Aerospace (HWM) Overview and Recent Performance
HWM, a premier supplier of engineered components such as fasteners, engine products, and forgings for aerospace applications, has gained traction from high-margin spares demand. Shares hover near $240, up from a 52-week low of $151 but off the $267 peak, with recent weeks showing resilience and a one-month gain of 2.4% despite short-term dips. Q4 2025 earnings beat expectations with EPS of $1.05 versus $0.97 forecasted, driving revenue growth of 14.6% in the latest quarter and operating margins near 26%. Insider sales and elevated valuations tempered enthusiasm, yet YTD returns near 17% reflect positive sentiment shifts from aerospace aftermarket strength. Upcoming Q1 earnings on May 7 add near-term focus, with average volume exceeding 2.4 million shares.
Trending AI Robots
Tickeron's Trending AI Robots page curates the top 25 performers from over 350 AI trading bots that analyze thousands of tickers across diverse strategies, timeframes from 5 minutes to swing trades, and styles like AI/ML agents, trend traders, and TP/SL (take-profit/stop-loss) corridors. These bots boast win rates ranging from 50% to 88%, annualized returns up to +163%, and focus on high-momentum themes such as semiconductors, data centers, industrials, and volatility plays—often outperforming the S&P 500 in recent quarters. Examples include semiconductor bots with 60-68% win rates and +70-97% returns on tickers like NVDA and LRCX, alongside industrial swing traders at 62% win rate and +32% returns. Explore these dynamic tools to align with current market conditions and enhance your trading edge.
Head-to-Head Comparison
GE and HWM share aerospace sector exposure but differ in business models: GE emphasizes integrated engines and services with a $299 billion market cap, while HWM ($96 billion cap) specializes in niche components yielding higher margins (26% operating vs. GE's implied lower). Growth drivers favor HWM's 14.6% quarterly revenue increase and 18.5% earnings growth, contrasting GE's backlog strength but supply vulnerabilities. Recent momentum tilts to HWM with superior one-year returns (62% vs. 41%), though GE shows higher ROE (45% vs. 30%). Risk factors include GE's higher beta (1.35 vs. 1.19), signaling greater volatility, and HWM's premium valuation exposing it to corrections. Market sentiment remains bullish for both, fueled by aviation upcycle trade-offs between value and growth.
Tickeron AI Verdict
Tickeron's AI models currently lean toward HWM based on consistent recent momentum, superior YTD and one-year relative performance, and robust growth in high-margin aerospace segments. While GE offers compelling valuation and backlog stability, HWM's positioning amid commercial demand trends suggests higher probability of near-term outperformance, subject to earnings confirmation and sector dynamics.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GE is a Buy and HWM is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
GE’s FA Score shows that 3 FA rating(s) are green whileHWM’s FA Score has 2 green FA rating(s).
- GE’s FA Score: 3 green, 2 red.
- HWM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
GE’s TA Score shows that 6 TA indicator(s) are bullish while HWM’s TA Score has 6 bullish TA indicator(s).
- GE’s TA Score: 6 bullish, 4 bearish.
- HWM’s TA Score: 6 bullish, 4 bearish.
Price Growth
GE (@Aerospace & Defense) experienced а +2.23% price change this week, while HWM (@Aerospace & Defense) price change was +5.07% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was -1.16%. For the same industry, the average monthly price growth was +2.06%, and the average quarterly price growth was +17.36%.
Reported Earning Dates
GE is expected to report earnings on Jul 16, 2026.
HWM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Aerospace & Defense (-1.16% weekly)Aerospace & Defense is one of largest industries in the U.S., mainly comprising the following areas: commercial airliners, military aircraft, missiles, space, and general aviation. Focused heavily on research & development, it is also one of the fastest growing industries. Military aircraft has the largest market share in the industry’s sales, followed by space systems, civil aircraft, and missiles. Aerospace exports, directly and indirectly, support more jobs than the export of any other commodity, according to a study by the U.S. Department of Commerce. Boeing Company, Lockheed Martin Corporation and General Electric Company are some of the most prominent players in this space.
| GE | HWM | GE / HWM | |
| Capitalization | 350B | 106B | 330% |
| EBITDA | 12.2B | 2.55B | 479% |
| Gain YTD | 9.012 | 29.225 | 31% |
| P/E Ratio | 41.65 | 61.41 | 68% |
| Revenue | 48.3B | 8.62B | 560% |
| Total Cash | 11B | 2.44B | 452% |
| Total Debt | 20.3B | 4.69B | 433% |
GE | HWM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 39 | 5 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 3 | |
SMR RATING 1..100 | 21 | 29 | |
PRICE GROWTH RATING 1..100 | 23 | 43 | |
P/E GROWTH RATING 1..100 | 43 | 45 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
HWM's Valuation (74) in the null industry is in the same range as GE (84) in the Industrial Conglomerates industry. This means that HWM’s stock grew similarly to GE’s over the last 12 months.
HWM's Profit vs Risk Rating (3) in the null industry is in the same range as GE (6) in the Industrial Conglomerates industry. This means that HWM’s stock grew similarly to GE’s over the last 12 months.
GE's SMR Rating (21) in the Industrial Conglomerates industry is in the same range as HWM (29) in the null industry. This means that GE’s stock grew similarly to HWM’s over the last 12 months.
GE's Price Growth Rating (23) in the Industrial Conglomerates industry is in the same range as HWM (43) in the null industry. This means that GE’s stock grew similarly to HWM’s over the last 12 months.
GE's P/E Growth Rating (43) in the Industrial Conglomerates industry is in the same range as HWM (45) in the null industry. This means that GE’s stock grew similarly to HWM’s over the last 12 months.
| GE | HWM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 42% | 2 days ago 47% |
| Stochastic ODDS (%) | 2 days ago 51% | 2 days ago 51% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 73% | 2 days ago 82% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 50% |
| Advances ODDS (%) | 2 days ago 71% | 2 days ago 71% |
| Declines ODDS (%) | 11 days ago 54% | 11 days ago 50% |
| BollingerBands ODDS (%) | 2 days ago 43% | 6 days ago 58% |
| Aroon ODDS (%) | 2 days ago 75% | 2 days ago 76% |
Advertisement
HWM and
Correlation & Price change
A.I.dvisor indicates that over the last year, HWM has been closely correlated with GE. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWM jumps, then GE could also see price increases.