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BWXT or GE or NOC
Which Stock Would AI Choose? BWX Technologies (BWXT) vs. GE Aerospace (GE) vs. Northrop Grumman (NOC) Stock Comparison
Key Takeaways
- BWXT leads with explosive 1-year returns near 101%, driven by nuclear contracts and a growing $7.3 billion backlog, though recent volatility shows pullbacks in broader market activity.
- NOC tops YTD performance at 18%, bolstered by a massive $95+ billion backlog and defense demand amid geopolitical tensions.
- GE offers scale with a $295 billion market cap and steady aerospace growth, but trails in YTD gains at 9% with higher valuation sensitivity.
- NOC trades at the lowest P/E ratio (23x), signaling relative value, while BWXT (55x) reflects premium growth pricing.
- All three benefit from aerospace and defense tailwinds, but BWXT's nuclear niche and NOC's diversified backlog provide distinct stability edges.
- Recent sentiment shifts favor nuclear and defense plays like BWXT and NOC amid rising U.S. military spending.
Introduction
This comparison examines BWXT, GE, and NOC, key players in the aerospace and defense sector with exposure to nuclear propulsion, commercial engines, and advanced systems. These stocks appeal to investors seeking relative performance in a market influenced by geopolitical tensions, rising defense budgets, and nuclear energy demand. Traders focused on momentum may track short-term catalysts like contracts, while long-term holders value backlogs and sector growth. Amid recent volatility, understanding their business models, valuations, and sentiment shifts aids informed positioning in this high-conviction industry.
BWXT Overview and Recent Performance
BWXT (BWX Technologies, Inc.) specializes in nuclear components, reactors, and fuel for naval and commercial applications, operating through Government and Commercial segments. In recent market activity, shares have shown strength with YTD returns of 14% and 1-year gains exceeding 100%, outpacing the S&P 500. A $7.3 billion backlog, up 50% year-over-year, reflects robust demand from naval propulsion and nuclear awards. Recent weeks featured volatility, with pullbacks amid broader selloffs, yet analyst upgrades like BofA's price target hike to $250 underscore momentum. Sentiment benefits from nuclear medicine expansions, such as the NextGen MURR reactor project, and Zacks #1 (Strong Buy) ranking, though high P/E (55x) signals growth premium risks.
GE Overview and Recent Performance
GE (GE Aerospace) designs commercial and defense aircraft engines, integrated components, and systems via Commercial Engines & Services and Defense & Propulsion segments. Recent performance includes YTD gains of 9% and 1-year returns of 40%, supported by strong aftermarket services and a vast order backlog. Shares have navigated volatility from geopolitical events, with intraday swings reflecting sector pressures. Key influences include robust turbine orders and partnerships, though analyst calls highlight valuation concerns amid market retreats. At a 35x P/E and $295 billion market cap, GE trades at a premium, buoyed by aerospace recovery but sensitive to commercial aviation cycles and defense spending shifts.
NOC Overview and Recent Performance
NOC (Northrop Grumman Corporation) delivers aerospace and defense technologies across Aeronautics, Defense, Mission, and Space Systems. Recent weeks display resilience with leading YTD returns of 18% and 1-year gains of 33%, driven by a $95.7 billion backlog. Geopolitical tensions have lifted sentiment, with advancements in autonomous systems like Talon IQ and lunar initiatives. Shares faced minor dips in volatile sessions but maintain upward bias, aided by contracts such as Army tank-round pacts. Trading at a 23x P/E, NOC's $96 billion market cap underscores stability from diversified government exposures, though execution risks in long-cycle programs persist.
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Head-to-Head Comparison
BWXT, GE, and NOC share aerospace-defense exposure but contrast in focus: BWXT's nuclear propulsion niche drives specialized growth (17% revenue outlook), GE's commercial engines emphasize aftermarket scale, and NOC's platforms offer broad diversification. Growth stems from BWXT/NOC backlogs versus GE's orders; recent momentum favors NOC (18% YTD) over BWXT (14%) and GE (9%). Risks include contract delays for all, with BWXT facing nuclear execution hurdles. NOC's lowest P/E (23x) contrasts BWXT (55x) and GE (35x), implying value trade-offs. Sentiment tilts to defense amid tensions, balancing GE's cyclicality.
Tickeron AI Verdict
Tickeron's AI leans toward NOC in the current environment, citing its superior YTD momentum, unmatched backlog visibility ($95B+), and attractive 23x P/E for stability amid volatility. BWXT's trend strength and nuclear catalysts offer higher upside potential, while GE lags on relative positioning. Probabilistic edges favor defense-heavy plays with consistent order flow over commercial exposure.
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 disclaimer. Disclaimers and Limitations
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).
BWXT’s FA Score shows that 3 FA rating(s) are green whileGE’s FA Score has 2 green FA rating(s), and NOC’s FA Score reflects 1 green FA rating(s).
- BWXT’s FA Score: 3 green, 2 red.
- GE’s FA Score: 2 green, 3 red.
- NOC’s FA Score: 1 green, 4 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.
BWXT’s TA Score shows that 6 TA indicator(s) are bullish while GE’s TA Score has 4 bullish TA indicator(s), and NOC’s TA Score reflects 4 bullish TA indicator(s).
- BWXT’s TA Score: 6 bullish, 4 bearish.
- GE’s TA Score: 4 bullish, 6 bearish.
- NOC’s TA Score: 4 bullish, 5 bearish.
Price Growth
BWXT (@Aerospace & Defense) experienced а +2.71% price change this week, while GE (@Aerospace & Defense) price change was -1.37% , and NOC (@Aerospace & Defense) price fluctuated -1.26% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +4.81%. For the same industry, the average monthly price growth was +11.73%, and the average quarterly price growth was +29.52%.
Reported Earning Dates
BWXT is expected to report earnings on May 04, 2026.
GE is expected to report earnings on Apr 21, 2026.
NOC is expected to report earnings on Apr 21, 2026.
Industries' Descriptions
@Aerospace & Defense (+4.81% 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.
| BWXT | GE | NOC | |
| Capitalization | 21.6B | 318B | 94.5B |
| EBITDA | 552M | 12.1B | 7.21B |
| Gain YTD | 36.603 | -1.122 | 17.043 |
| P/E Ratio | 65.86 | 37.78 | 22.88 |
| Revenue | 3.2B | 45.9B | 42B |
| Total Cash | N/A | N/A | 4.4B |
| Total Debt | 2.02B | 20.5B | 17B |
BWXT | GE | NOC | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 13 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 95 Overvalued | 82 Overvalued | 63 Fair valued | |
PROFIT vs RISK RATING 1..100 | 7 | 9 | 10 | |
SMR RATING 1..100 | 33 | 20 | 35 | |
PRICE GROWTH RATING 1..100 | 40 | 49 | 55 | |
P/E GROWTH RATING 1..100 | 13 | 37 | 42 | |
SEASONALITY SCORE 1..100 | 75 | 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.
NOC's Valuation (63) in the Aerospace And Defense industry is in the same range as GE (82) in the Industrial Conglomerates industry, and is in the same range as BWXT (95) in the Aerospace And Defense industry. This means that NOC's stock grew similarly to GE’s and similarly to BWXT’s over the last 12 months.
BWXT's Profit vs Risk Rating (7) in the Aerospace And Defense industry is in the same range as GE (9) in the Industrial Conglomerates industry, and is in the same range as NOC (10) in the Aerospace And Defense industry. This means that BWXT's stock grew similarly to GE’s and similarly to NOC’s over the last 12 months.
GE's SMR Rating (20) in the Industrial Conglomerates industry is in the same range as BWXT (33) in the Aerospace And Defense industry, and is in the same range as NOC (35) in the Aerospace And Defense industry. This means that GE's stock grew similarly to BWXT’s and similarly to NOC’s over the last 12 months.
BWXT's Price Growth Rating (40) in the Aerospace And Defense industry is in the same range as GE (49) in the Industrial Conglomerates industry, and is in the same range as NOC (55) in the Aerospace And Defense industry. This means that BWXT's stock grew similarly to GE’s and similarly to NOC’s over the last 12 months.
BWXT's P/E Growth Rating (13) in the Aerospace And Defense industry is in the same range as GE (37) in the Industrial Conglomerates industry, and is in the same range as NOC (42) in the Aerospace And Defense industry. This means that BWXT's stock grew similarly to GE’s and similarly to NOC’s over the last 12 months.
| BWXT | GE | NOC | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 52% | 3 days ago 72% | 3 days ago 69% |
| Stochastic ODDS (%) | 3 days ago 48% | 3 days ago 42% | 3 days ago 54% |
| Momentum ODDS (%) | 3 days ago 77% | 3 days ago 74% | 3 days ago 36% |
| MACD ODDS (%) | 3 days ago 73% | 3 days ago 77% | N/A |
| TrendWeek ODDS (%) | 3 days ago 69% | 3 days ago 56% | 3 days ago 42% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 70% | 3 days ago 32% |
| Advances ODDS (%) | 5 days ago 69% | 6 days ago 70% | 18 days ago 60% |
| Declines ODDS (%) | 10 days ago 55% | 4 days ago 53% | 3 days ago 43% |
| BollingerBands ODDS (%) | 3 days ago 52% | 3 days ago 43% | 3 days ago 57% |
| Aroon ODDS (%) | 3 days ago 67% | 3 days ago 47% | 3 days ago 30% |
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BWXT and
Correlation & Price change
A.I.dvisor indicates that over the last year, BWXT has been closely correlated with CW. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if BWXT jumps, then CW could also see price increases.
| Ticker / NAME | Correlation To BWXT | 1D Price Change % | ||
|---|---|---|---|---|
| BWXT | 100% | +2.16% | ||
| CW - BWXT | 79% Closely correlated | +2.18% | ||
| MRCY - BWXT | 52% Loosely correlated | -1.01% | ||
| KTOS - BWXT | 50% Loosely correlated | -4.60% | ||
| HWM - BWXT | 49% Loosely correlated | +3.27% | ||
| AIR - BWXT | 49% Loosely correlated | +3.82% | ||
More | ||||
GE and
Correlation & Price change
A.I.dvisor indicates that over the last year, GE has been closely correlated with HWM. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if GE jumps, then HWM could also see price increases.