GE Aerospace vs RTX Corp

GE Aerospace (GE) is overvalued and RTX Corp (RTX) is overvalued.

Both trade above our estimate of their intrinsic value. RTX is the closer of the two: -24%, against -329% for GE.

Values as of the 22 Sept 2026 close.

GE Aerospace (GE)

Discounting its cash flows at 11.1% (average of 3 methods) values the shares at $74.38; the price of $319.22 is 329% above that value, and 68% of that value comes from beyond year five.

Leak Score 51/100 on 9 of 12 signals

RTX Corp (RTX)

Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $154.18; the price of $190.99 is 24% above that value, and 82% of that value comes from beyond year five.

Leak Score 55/100 on 10 of 12 signals

MetricGERTX
VerdictOvervaluedOvervalued
Price$319.22$190.99
Intrinsic value$74.38$154.18
Margin of safety-329%-24%
Leak Score51/100 (9/12)55/100 (10/12)
Market cap$331.2B$257.4B
Revenue growth, 5 years-9.6%9.3%
Operating margin18.5%10.7%
Net margin17.7%8.3%
Return on equity48.8%12.0%
Debt to equity1.150.59
P/E37.6x33.6x
Forward P/E35.1x24.2x
P/B18.8x3.9x
Dividend yield0.6%1.5%

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