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BLD vs GE

BLD
TopBuild Corp.
NEUTRAL
Price
$488.33
Market Cap
$13.74B
Sector
Industrials
AI Confidence
68%
GE
GE Aerospace
NEUTRAL
Price
$293.61
Market Cap
$309.7B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
BLD
25.07
GE
36.43
Forward P/E
BLD
23.31
GE
34.18
P/B Ratio
BLD
6.14
GE
16.49
P/S Ratio
BLD
2.62
GE
6.75
EV/EBITDA
BLD
15.43
GE
28.72

Profitability

Gross Margin
BLD
29.97%
GE
31.5%
Operating Margin
BLD
16.39%
GE
19.55%
Profit Margin
BLD
10.84%
GE
18.98%
ROE
BLD
26.18%
GE
44.69%
ROA
BLD
9.72%
GE
4.68%

Growth

Revenue Growth
BLD
1.4%
GE
17.6%
Earnings Growth
BLD
-10.8%
GE
37.4%

Financial Health

Debt/Equity
BLD
1.39
GE
1.14
Current Ratio
BLD
2.9
GE
1.04
Quick Ratio
BLD
2.39
GE
0.69

Dividends

Dividend Yield
BLD
--
GE
0.66%
Payout Ratio
BLD
0.0%
GE
17.89%

AI Verdict

BLD NEUTRAL

TopBuild Corp. (BLD) shows strong financial health with a Piotroski F-Score of 7/9, indicating solid operational performance and balance sheet strength. However, the lack of an Altman Z-Score prevents a full distress risk assessment, while elevated valuation multiples and declining earnings growth raise concerns. Despite strong historical price performance, recent insider selling and weakening fundamentals suggest caution. The stock trades significantly above both the Graham Number ($186.72) and intrinsic value estimate ($136.36), implying high investor expectations that may not be fully supported by current fundamentals.

Strengths
Strong Piotroski F-Score of 7/9 reflects robust accounting health and operational efficiency
High profitability metrics: ROE of 26.18%, ROA of 9.72%, and operating margin of 16.39%
Solid liquidity position with current ratio of 2.90 and quick ratio of 2.39
Risks
Earnings under pressure with YoY EPS decline of 11.3% and Q/Q drop of 5.3%
Revenue growth is minimal at just 1.40% YoY, below sector average of 17.50%
Valuation appears stretched: P/E of 25.07 vs sector average of 75.62 but with lower growth than peers
GE NEUTRAL

GE shows neutral fundamentals based on deterministic rules. Financial strength is weak (F-Score 3/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 17.6%
Strong ROE of 44.7%
Risks
High valuation with P/E of 36.4
Premium vs Graham Number ($56.83)
Weak financial trend (Piotroski F-Score: 3/9)

Compare Another Pair

BLD vs GE: Head-to-Head Comparison

This page compares TopBuild Corp. (BLD) and GE Aerospace (GE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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