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Also traded in: Argentina, Belgium, Brazil, Chile, France, Germany, Mexico, Peru, Switzerland, UK

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

vs
industry
vs
history
Cash-to-Debt 0.56
GE's Cash-to-Debt is ranked lower than
60% of the 1822 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.89 vs. GE: 0.56 )
Ranked among companies with meaningful Cash-to-Debt only.
GE' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.02  Med: 0.26 Max: 0.68
Current: 0.56
0.02
0.68
Equity-to-Asset 0.16
GE's Equity-to-Asset is ranked lower than
95% of the 1805 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.53 vs. GE: 0.16 )
Ranked among companies with meaningful Equity-to-Asset only.
GE' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.09  Med: 0.14 Max: 0.21
Current: 0.16
0.09
0.21
Debt-to-Equity 2.10
GE's Debt-to-Equity is ranked lower than
96% of the 1513 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.37 vs. GE: 2.10 )
Ranked among companies with meaningful Debt-to-Equity only.
GE' s Debt-to-Equity Range Over the Past 10 Years
Min: 1.73  Med: 3.58 Max: 4.99
Current: 2.1
1.73
4.99
Debt-to-EBITDA -66.23
GE's Debt-to-EBITDA is ranked lower than
99% of the 1430 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.24 vs. GE: -66.23 )
Ranked among companies with meaningful Debt-to-EBITDA only.
GE' s Debt-to-EBITDA Range Over the Past 10 Years
Min: -69.81  Med: 14.52 Max: 25.28
Current: -66.23
-69.81
25.28
Piotroski F-Score: 4
Altman Z-Score: 1.16
Beneish M-Score: -2.48
WACC vs ROIC
4.27%
2.63%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating Margin % 3.94
GE's Operating Margin % is ranked lower than
52% of the 1818 Companies
in the Global Diversified Industrials industry.

( Industry Median: 7.08 vs. GE: 3.94 )
Ranked among companies with meaningful Operating Margin % only.
GE' s Operating Margin % Range Over the Past 10 Years
Min: 4.24  Med: 12.1 Max: 25.07
Current: 3.94
4.24
25.07
Net Margin % -6.66
GE's Net Margin % is ranked lower than
89% of the 1817 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.85 vs. GE: -6.66 )
Ranked among companies with meaningful Net Margin % only.
GE' s Net Margin % Range Over the Past 10 Years
Min: -5.32  Med: 8.66 Max: 13.09
Current: -6.66
-5.32
13.09
ROE % -13.22
GE's ROE % is ranked lower than
91% of the 1786 Companies
in the Global Diversified Industrials industry.

( Industry Median: 7.50 vs. GE: -13.22 )
Ranked among companies with meaningful ROE % only.
GE' s ROE % Range Over the Past 10 Years
Min: -8.92  Med: 9.97 Max: 15.74
Current: -13.22
-8.92
15.74
ROA % -2.25
GE's ROA % is ranked lower than
86% of the 1835 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.83 vs. GE: -2.25 )
Ranked among companies with meaningful ROA % only.
GE' s ROA % Range Over the Past 10 Years
Min: -1.56  Med: 1.94 Max: 2.32
Current: -2.25
-1.56
2.32
ROC (Joel Greenblatt) % -11.70
GE's ROC (Joel Greenblatt) % is ranked lower than
88% of the 1829 Companies
in the Global Diversified Industrials industry.

( Industry Median: 12.80 vs. GE: -11.70 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
GE' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -11.06  Med: 5.79 Max: 15.61
Current: -11.7
-11.06
15.61
3-Year Revenue Growth Rate 6.40
GE's 3-Year Revenue Growth Rate is ranked higher than
66% of the 1737 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.80 vs. GE: 6.40 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
GE' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -9.5  Med: 5.7 Max: 18.1
Current: 6.4
-9.5
18.1
GuruFocus has detected 3 Warning Signs with General Electric Co GE.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» GE's 30-Y Financials

Financials (Next Earnings Date: 2019-01-19 Est.)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2017

GE Guru Trades in Q3 2017

Paul Tudor Jones 328,112 sh (New)
George Soros 10,300 sh (New)
Caxton Associates 25,600 sh (New)
Barrow, Hanley, Mewhinney & Strauss 54,124,364 sh (+4215.45%)
Jim Simons 6,351,240 sh (+2446.98%)
Tom Gayner 95,000 sh (+137.50%)
First Eagle Investment 84,101 sh (+89.84%)
Jeff Auxier 17,618 sh (+33.79%)
Bill Nygren 20,050,000 sh (+33.22%)
Ray Dalio 817,355 sh (+18.92%)
Mario Gabelli 1,480,442 sh (+16.36%)
Richard Snow 24,723 sh (+9.95%)
Ken Fisher 21,627,347 sh (+1.86%)
Mairs and Power 4,373,840 sh (+1.16%)
Murray Stahl 81,731 sh (+0.60%)
Michael Price 10,000 sh (unchged)
Jana Partners 200,000 sh (unchged)
Paul Tudor Jones 300,000 sh (unchged)
Tweedy Browne 50,008 sh (unchged)
Steven Cohen 175,000 sh (unchged)
Robert Olstein Sold Out
Louis Moore Bacon Sold Out
John Buckingham Sold Out
Bestinfond Sold Out
Signature Select Canadian Fund Sold Out
Diamond Hill Capital 9,662 sh (-7.52%)
T Rowe Price Equity Income Fund 8,610,000 sh (-18.09%)
NWQ Managers 1,759,430 sh (-18.86%)
Dodge & Cox 870,606 sh (-19.25%)
Steven Romick 7,649,785 sh (-35.63%)
First Pacific Advisors 9,764,929 sh (-40.33%)
Joel Greenblatt 132,817 sh (-53.26%)
Manning & Napier Advisors, Inc 43,536 sh (-54.11%)
» More
Q4 2017

GE Guru Trades in Q4 2017

Pioneer Investments 8,380,337 sh (New)
Mason Hawkins 11,320,435 sh (New)
Louis Moore Bacon 31,245 sh (New)
Steven Cohen 100,000 sh (New)
Tom Russo 7,080 sh (New)
George Soros 42,900 sh (+316.50%)
Jim Simons 24,454,964 sh (+285.04%)
Joel Greenblatt 463,061 sh (+248.65%)
Richard Snow 42,719 sh (+72.79%)
First Eagle Investment 114,101 sh (+35.67%)
Barrow, Hanley, Mewhinney & Strauss 64,755,611 sh (+19.64%)
Jeff Auxier 18,773 sh (+6.56%)
First Pacific Advisors 9,793,662 sh (+0.29%)
Steven Romick 7,649,785 sh (unchged)
Tom Gayner 95,000 sh (unchged)
Steven Cohen 200,000 sh (unchged)
Tweedy Browne 50,008 sh (unchged)
Bill Nygren 20,050,000 sh (unchged)
Diamond Hill Capital Sold Out
Ken Fisher 21,369,966 sh (-1.19%)
Caxton Associates 25,293 sh (-1.20%)
Mairs and Power 4,057,394 sh (-7.23%)
NWQ Managers 1,593,475 sh (-9.43%)
Dodge & Cox 771,991 sh (-11.33%)
Mario Gabelli 1,257,542 sh (-15.06%)
Murray Stahl 67,702 sh (-17.16%)
T Rowe Price Equity Income Fund 6,150,000 sh (-28.57%)
Paul Tudor Jones 208,700 sh (-36.39%)
Michael Price 4,000 sh (-60.00%)
Ray Dalio 183,774 sh (-77.52%)
» More
Q1 2018

GE Guru Trades in Q1 2018

Richard Pzena 3,923,237 sh (New)
Prem Watsa 309,400 sh (New)
HOTCHKIS & WILEY 22,049,700 sh (New)
Ray Dalio 1,470,532 sh (+700.19%)
Joel Greenblatt 1,348,190 sh (+191.15%)
Mason Hawkins 32,161,589 sh (+184.10%)
Caxton Associates 55,203 sh (+118.25%)
Bill Nygren 25,050,000 sh (+24.94%)
Jeff Auxier 22,625 sh (+20.52%)
Barrow, Hanley, Mewhinney & Strauss 74,590,954 sh (+15.19%)
Richard Snow 48,738 sh (+14.09%)
Ken Fisher 22,772,819 sh (+6.56%)
Mario Gabelli 1,287,456 sh (+2.38%)
Tom Gayner 95,000 sh (unchged)
Paul Tudor Jones 200,000 sh (unchged)
Steven Cohen 325,000 sh (unchged)
Steven Romick Sold Out
Tom Russo Sold Out
Tweedy Browne Sold Out
First Pacific Advisors Sold Out
Michael Price Sold Out
Paul Tudor Jones Sold Out
George Soros Sold Out
First Eagle Investment Sold Out
T Rowe Price Equity Income Fund 6,100,000 sh (-0.81%)
Pioneer Investments 8,143,040 sh (-2.83%)
Dodge & Cox 716,531 sh (-7.18%)
Steven Cohen 83,100 sh (-16.90%)
Murray Stahl 56,102 sh (-17.13%)
Louis Moore Bacon 23,433 sh (-25.00%)
Mairs and Power 2,149,229 sh (-47.03%)
NWQ Managers 106,576 sh (-93.31%)
Jim Simons 1,120,964 sh (-95.42%)
» More
Q2 2018

GE Guru Trades in Q2 2018

Andreas Halvorsen 68,408,502 sh (New)
Michael Price 40,200 sh (New)
Paul Tudor Jones 71,648 sh (New)
Private Capital 10,000 sh (New)
Richard Pzena 17,048,137 sh (+334.54%)
Prem Watsa 799,900 sh (+158.53%)
Bill Nygren 34,050,000 sh (+35.93%)
HOTCHKIS & WILEY 26,345,300 sh (+19.48%)
Murray Stahl 63,002 sh (+12.30%)
Mason Hawkins 34,466,958 sh (+7.17%)
Barrow, Hanley, Mewhinney & Strauss 77,720,244 sh (+4.20%)
Ken Fisher 23,582,641 sh (+3.56%)
T Rowe Price Equity Income Fund 6,100,000 sh (unchged)
Tom Gayner 95,000 sh (unchged)
Paul Tudor Jones 200,000 sh (unchged)
Steven Cohen Sold Out
Caxton Associates Sold Out
Louis Moore Bacon Sold Out
NWQ Managers Sold Out
Ray Dalio Sold Out
Jim Simons Sold Out
Pioneer Investments 8,020,934 sh (-1.50%)
Jeff Auxier 22,104 sh (-2.30%)
Mario Gabelli 1,257,474 sh (-2.33%)
Dodge & Cox 696,236 sh (-2.83%)
Richard Snow 46,043 sh (-5.53%)
Joel Greenblatt 851,280 sh (-36.86%)
Mairs and Power 1,327,529 sh (-38.23%)
» More
» Details

Insider Trades

Latest Guru Trades with GE

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Barrow, Hanley, Mewhinney & Strauss 2018-06-30 Add 4.20%0.07%$12.75 - $15.29 $ 12.56-10%77,720,244
Mason Hawkins 2018-06-30 Add 7.17%0.35%$12.75 - $15.29 $ 12.56-10%34,466,958
Bill Nygren 2018-06-30 Add 35.93%0.63%$12.75 - $15.29 $ 12.56-10%34,050,000
HOTCHKIS & WILEY 2018-06-30 Add 19.48%0.22%$12.75 - $15.29 $ 12.56-10%26,345,300
Ken Fisher 2018-06-30 Add 3.56%0.01%$12.75 - $15.29 $ 12.56-10%23,582,641
Richard Pzena 2018-06-30 Add 334.54%0.9%$12.75 - $15.29 $ 12.56-10%17,048,137
Mario Gabelli 2018-06-30 Reduce -2.33%$12.75 - $15.29 $ 12.56-10%1,257,474
Joel Greenblatt 2018-06-30 Reduce -36.86%0.09%$12.75 - $15.29 $ 12.56-10%851,280
Prem Watsa 2018-06-30 Add 158.53%0.53%$12.75 - $15.29 $ 12.56-10%799,900
Dodge & Cox 2018-06-30 Reduce -2.83%$12.75 - $15.29 $ 12.56-10%696,236
Michael Price 2018-06-30 New Buy0.06%$12.75 - $15.29 $ 12.56-10%40,200
Private Capital 2018-06-30 New Buy0.02%$12.75 - $15.29 $ 12.56-10%10,000
NWQ Managers 2018-06-30 Sold Out 0.02%$12.75 - $15.29 $ 12.56-10%0
Barrow, Hanley, Mewhinney & Strauss 2018-03-31 Add 15.19%0.21%$12.89 - $19.02 $ 12.56-19%74,590,954
Mason Hawkins 2018-03-31 Add 184.10%3.45%$12.89 - $19.02 $ 12.56-19%32,161,589
Bill Nygren 2018-03-31 Add 24.94%0.36%$12.89 - $19.02 $ 12.56-19%25,050,000
Ken Fisher 2018-03-31 Add 6.56%0.03%$12.89 - $19.02 $ 12.56-19%22,772,819
HOTCHKIS & WILEY 2018-03-31 New Buy1.18%$12.89 - $19.02 $ 12.56-19%22,049,700
T Rowe Price Equity Income Fund 2018-03-31 Reduce -0.81%$12.89 - $19.02 $ 12.56-19%6,100,000
Richard Pzena 2018-03-31 New Buy0.27%$12.89 - $19.02 $ 12.56-19%3,923,237
Joel Greenblatt 2018-03-31 Add 191.15%0.16%$12.89 - $19.02 $ 12.56-19%1,348,190
Mario Gabelli 2018-03-31 Add 2.38%$12.89 - $19.02 $ 12.56-19%1,287,456
Dodge & Cox 2018-03-31 Reduce -7.18%$12.89 - $19.02 $ 12.56-19%716,531
Prem Watsa 2018-03-31 New Buy0.31%$12.89 - $19.02 $ 12.56-19%309,400
NWQ Managers 2018-03-31 Reduce -93.31%0.37%$12.89 - $19.02 $ 12.56-19%106,576
First Eagle Investment 2018-03-31 Sold Out $12.89 - $19.02 $ 12.56-19%0
Tweedy Browne 2018-03-31 Sold Out 0.02%$12.89 - $19.02 $ 12.56-19%0
George Soros 2018-03-31 Sold Out 0.02%$12.89 - $19.02 $ 12.56-19%0
Michael Price 2018-03-31 Sold Out 0.01%$12.89 - $19.02 $ 12.56-19%0
Barrow, Hanley, Mewhinney & Strauss 2017-12-31 Add 19.64%0.28%$17.36 - $24.8 $ 12.56-37%64,755,611
Ken Fisher 2017-12-31 Reduce -1.19%0.01%$17.36 - $24.8 $ 12.56-37%21,369,966
Mason Hawkins 2017-12-31 New Buy2.45%$17.36 - $24.8 $ 12.56-37%11,320,435
T Rowe Price Equity Income Fund 2017-12-31 Reduce -28.57%0.29%$17.36 - $24.8 $ 12.56-37%6,150,000
NWQ Managers 2017-12-31 Reduce -9.43%0.06%$17.36 - $24.8 $ 12.56-37%1,593,475
Mario Gabelli 2017-12-31 Reduce -15.06%0.03%$17.36 - $24.8 $ 12.56-37%1,257,542
Dodge & Cox 2017-12-31 Reduce -11.33%$17.36 - $24.8 $ 12.56-37%771,991
Joel Greenblatt 2017-12-31 Add 248.65%0.09%$17.36 - $24.8 $ 12.56-37%463,061
First Eagle Investment 2017-12-31 Add 35.67%$17.36 - $24.8 $ 12.56-37%114,101
George Soros 2017-12-31 Add 316.50%0.02%$17.36 - $24.8 $ 12.56-37%42,900
Michael Price 2017-12-31 Reduce -60.00%0.02%$17.36 - $24.8 $ 12.56-37%4,000
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Business Description

Industry: Industrial Products » Diversified Industrials    NAICS: 335312    SIC: 3621
Compare:NYSE:MMM, NYSE:HON, XTER:SIE, XSWX:ABBN, XPAR:SU, NYSE:ITW, OSTO:ATCO B, TSE:6594, NYSE:EMR, TSE:6954, NYSE:ETN, NYSE:ROP, NYSE:CMI, OHEL:KNEBV, TSE:6273, OSTO:SAND, NYSE:PH, XSWX:SCHN, NYSE:IR, NYSE:ROK » details
Traded in other countries:GE.Argentina, GEBC.Belgium, GEOO34.Brazil, GE.Chile, GNE.France, GEC.Germany, GE.Mexico, GE.Peru, GE.Switzerland, GEC.UK,
Headquarter Location:USA
General Electric Co is a digital industrial company. It operates in various segments, including power and water, oil and gas, energy management, aviation, healthcare, transportation, appliances and lighting, and more.

General Electric is a diversified manufacturer that operates seven separate businesses in its industrial segment: power, oil and gas, renewable energy, lighting, aviation, healthcare, and transportation. The company also provides specialty industrial financing through its GE Capital division.

Guru Investment Theses on General Electric Co

David Herro and Bill Nygren Comments on General Electric - Oct 09, 2018

General Electric (NYSE:GE), a U.S.-based global producer of industrial, household and medical goods, was the largest detractor for the quarter and for the fiscal year. Plainly said, our investment in GE has been a disappointment. Over the past year, the company has announced a large legacy insurance reserve charge, had significant problems in its Power division and has replaced many executives. Management has been adjusting the portfolio of businesses, spinning off and selling a number of assets in order to achieve appropriate capital returns and cash flows. Although these changes take time, we believe this approach will ultimately benefit shareholders. On October 1, GE announced the immediate departure of CEO John Flannery, replacing him with former Danaher CEO Larry Culp. In the announcement, the company also withdrew 2018 guidance due to underperformance in the Power division, writing down nearly all of the division’s $24 billion in goodwill. Despite the reduced guidance and goodwill write-down, the stock was up 7%. We believe that investors reacted favorably to Culp’s appointment because of his extensive experience in the industrial sector and his credibility among long-time analysts. GE has been a very frustrating holding. However, we continue to remain shareholders because we believe the stock has declined more than warranted and that its intrinsic value is well above the current quote.



From David Herro (Trades, Portfolio)'s third quarter 2018 Oakmark Global Select Fund commentary.



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Hotchkis & Wiley Comments on General Electric - May 10, 2018

General Electric (NYSE:GE) has leading positions in power turbines, jet engines, diesel locomotives, and diagnostic imaging systems with $120B in sales of which about 60% is international. In our opinion, the stock now trades at an attractive valuation considering it has a high quality set of businesses with interesting future prospects. Shares have underperformed due to shrinking capital and power earnings, combined with weak cash flow in power and declining cash from dispositions in capital, which led to a dividend cut. We believe the power business will be challenged but most of its earnings decline is priced in today. Also, what the market misses is GE’s businesses have #1 or #2 market share in virtually every business and has a dominant installed base to service and sell new equipment. In our opinion, GE trades at an attractive multiple of normal earnings with a majority of businesses that earn high long-term returns on capital.



From Hotchkis & Wiley's Large Cap Value Fund 1st quarter commentary.



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Dodge & Cox Comments on Baker Hughes GE - Feb 13, 2018

We have held Baker Hughes in the Fund since 1998, actively adding to and trimming from the position given relative valuation opportunities and changing fundamentals over the years. In July 2017, GE (NYSE:GE) Oil & Gas completed its acquisition of Baker Hughes, forming Baker Hughes GE (BHGE), now the second largest oilfield services company in the world after Schlumberger (also held in the Fund, 1.6% at year end). By combining oilfield services (Baker Hughes) and oilfield equipment (GE Oil & Gas) businesses, BHGE is the only company that serves the upstream, midstream, and downstream segments of the Oil, Gas, and Consumable Fuels industry.



Adjusting for the $17.50 per share cash dividend the Fund received in July, the stock was weak in 2017. While oil service activity levels have started to rebound in North America due to the resurgence of U.S. shale oil, hopes for an international recovery have been delayed. During the second half of 2017, we added to BHGE given its lower valuation, earnings growth potential, diversified business model, and financial strength. Management is targeting a $1.6 billion improvement in EBITDA, driven by 75% cost savings and 25% revenue synergies. BHGE has a long-term opportunity to increase its market share with its improved scale. BHGE’s leadership position in compressors and turbines generates long-term service contracts with attractive recurring revenue, which should reduce downside volatility. In addition, the company has a healthy balance sheet and recently announced a $ 3 billion share buyback. We believe BHGE provides attractive risk-reward diversification to the Fund’s Energy portfolio. The company was a 1.0% position on December 31.



From Dodge & Cox's fourth quarter 2017 shareholder letter.



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David Herro Comments on General Electric - Oct 09, 2017

Next on the new purchase list (and probably far better known), General Electric (NYSE:GE) makes its first-ever appearance in the Global Fund. In contrast to the U.S. stock market indices, GE’s share price has been weak this year, and we believe that this decline is far more than what is warranted. Appointed this summer, new CEO John Flaherty will present to the investing community in November, and many expect that he will announce a “reset” in which he establishes a new (and lower) base for the company’s earnings. Although we agree that this is likely, we believe that the current stock price already reflects this expectation. GE has many positive attributes. It is composed of a portfolio of high-returning, dominant businesses, many of which generate recurring maintenance revenue (e.g., service contracts for jet engines). We believe that the company’s aviation and health care businesses are especially desirable, and they constitute more than half of our estimate of intrinsic value for the company. We expect Flannery to cut costs aggressively, which should also improve earnings.



From David Herro (Trades, Portfolio)'s third quarter 2017 Global Fund Commentary.

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David Herro and Bill Nygren Comment on GE - Jul 11, 2017

GE (NYSE:GE), a global producer of industrial, household and medical goods, was the largest detractor for the quarter, declining 9%. Shares were weak due to the company’s exposure to energy end markets (which was increased via its merger with Baker Hughes, a contrarian acquisition we believe will prove to be well timed). The stock was also hurt by an analyst downgrade during the quarter, which cited concerns that GE’s cash flows were lagging behind the company’s reported profits. In our view, this concern will prove to be irrelevant to the long-term investment case, as two of GE’s longest cycle businesses (aviation and power) are in the midst of their largest new product launches ever, both of which require large investments in inventory and other working capital accounts that will reverse over time. In addition, GE has recently worked to reinvent its portfolio and possesses a renewed focus on achieving appropriate capital returns. As such, the company completely revamped its variable compensation plan for thousands of employees who are now paid on a number of factors that emphasize improving its return on invested capital. We believe such changes will lead to much better performance and that GE’s long-term outlook, therefore, remains promising.




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Mario Gabelli Comments on General Electric Co. - Nov 02, 2016

General Electric Co. (NYSE:GE) (1.1%) (GE $29.62 – NYSE) is an industrial conglomerate based in Fairfield, Connecticut, with leading positions in power, energy, healthcare, and aviation equipment, services, and financing. GE has materially downsized its finance business through the 2014 spinoff of Synchrony Financial and the sale of most of its finance verticals. Financial businesses will be retained in healthcare, energy financial services, and aviation to support key industrial businesses. The company recently became the first institution to be de-designated as a Systemically Important Financial Institution (SIFI), providing more balance sheet flexibility and allowing the company to buy back upwards of $50 billion of stock. On the industrial side, GE is integrating its $10 billion acquisition of Alstom’s power assets, broadening its scale and capabilities. It is also ramping up production of its efficient H-turbine for power plants and its LEAP engine for next generation fuel efficient narrowbody aircraft, while investing in 3D printing capabilities to simplify the associated manufacturing. On the services side, GE is aggressively building out its digital capabilities, focusing on the remote monitoring and optimization of its installed base. The transformation of GE, now almost complete, is creating a focused industrial company capable of driving high single digit earnings growth while paying a progressive dividend.

From Mario Gabelli (Trades, Portfolio)'s Equity Income Fund 3rd quarter 2016 commentary.

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Top Ranked Articles about General Electric Co

US Market Indexes Continue Losses, S&P 500 Down -2.06% Thursday Energy, financial and real estate lead losses
The Dow Jones Industrial Average closed at 25,052.83 on Thursday with a loss of -545.91 points or -2.13%. The S&P 500 closed at 2,728.37 for a loss of -57.31 points or -2.06%. The Nasdaq Composite closed at 7,329.06 for a loss of -92.99 points or -1.25%. The VIX Volatility Index was higher at 24.98 for a gain of 2.02 points or 8.80%. Read more...
Valuation: How to Assess the Value of Declining Companies Decliners may offer lucrative opportunities for risk-tolerant value investors
Should investors look at General Electric (NYSE:GE), the once-great stock market hero that has since fallen upon desperate times? In 2000 it flirted with a $60 per share price, but since then has ratcheted down to less than $13. Read more...
David Herro and Bill Nygren Comments on General Electric Guru stock highlight
General Electric (NYSE:GE), a U.S.-based global producer of industrial, household and medical goods, was the largest detractor for the quarter and for the fiscal year. Plainly said, our investment in GE has been a disappointment. Over the past year, the company has announced a large legacy insurance reserve charge, had significant problems in its Power division and has replaced many executives. Management has been adjusting the portfolio of businesses, spinning off and selling a number of assets in order to achieve appropriate capital returns and cash flows. Although these changes take time, we believe this approach will ultimately benefit shareholders. On October 1, GE announced the immediate departure of CEO John Flannery, replacing him with former Danaher CEO Larry Culp. In the announcement, the company also withdrew 2018 guidance due to underperformance in the Power division, writing down nearly all of the division’s $24 billion in goodwill. Despite the reduced guidance and goodwill write-down, the stock was up 7%. We believe that investors reacted favorably to Culp’s appointment because of his extensive experience in the industrial Read more...
US Market Indexes Close Mostly Lower on Monday, Dow Jones Reports Gain Dow Jones closes at 26486.78
The Dow Jones Industrial Average closed at 26486.78 on Monday for a gain of 39.73 points or 0.15%. The S&P 500 closed at 2884.43 for a loss of -1.14 points or -0.04%. The Nasdaq Composite closed at 7735.95 for a loss of -52.50 points or -0.67%. The VIX Volatility Index closed at 15.80 for a gain of 0.98 points or 6.61%. Read more...
US Market Large-Cap Indexes Close With Gains After Canada Trade News Dow Jones closes at 26,651.21 with a gain of 0.73%
The Dow Jones Industrial Average closed at 26,651.21 on Monday for a gain of 192.90 points or 0.73%. The S&P 500 closed at 2,924.59 for a gain of 10.61 points or 0.36%. The Nasdaq Composite closed at 8,037.30 for a loss of -9.05 points or -0.11%. The VIX Volatility Index was lower at 12.07 for a loss of -0.05 points or -0.41%. Read more...
General Electric to Support Eni's $1 Billion Investment Plan With Wind Turbines in Kazakhstan The plant is expected to start operating before the end of 2019
General Electric Co, (NYSE:GE) jumped 1.23% to close at $11.53 Thursday on the heels of the announcement that its Renewable Energy division will provide Eni S.p.A. (MIL:ENI), the Italian multinational oil and gas company, with 3.8-megawatt onshore wind turbines for the Badamsha project in Kazakhstan.  Read more...
CHI Franciscan Partners with GE Healthcare to Bring First AI-Powered Hospital Mission Control Center to Washington State
52-Week Company Lows Details the 52-week company lows of the following companies: General Electric, Schlumberger, Morgan Stanley, Kraft Heinz, General Motors and Las Vegas Sands
According to GuruFocus’ list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...
US Market Indexes Close Mostly Lower Monday Dow Jones closes at 26,562.05 with a loss of -0.68%
The Dow Jones Industrial Average closed at 26,562.05 on Monday for a loss of -181.45 points or -0.68%. The S&P 500 closed at 2,919.37 for a loss of -10.30 points or -0.35%. The Nasdaq Composite closed at 7,993.25 for a gain of 6.29 points or 0.08%. The VIX Volatility Index was higher at 12.20 for a gain of 0.52 points or 4.45%. Read more...
US Market Indexes Close Mostly Lower Friday Nasdaq Composite has a 16.71% gain for the year
The Dow Jones Industrial Average closed at 26,743.50 on Friday with a gain of 86.52 points or 0.32%. The S&P 500 closed at 2,929.67 for a loss of -1.08 points or -0.04%. The Nasdaq Composite closed at 7,986.96 for a loss of -41.28 points or -0.51%. The VIX Volatility Index was lower at 11.68 for a loss of -0.12 points or -1.02%. Read more...

Ratios

vs
industry
vs
history
Forward PE Ratio 12.74
GE's Forward PE Ratio is ranked higher than
79% of the 220 Companies
in the Global Diversified Industrials industry.

( Industry Median: 17.67 vs. GE: 12.74 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PB Ratio 1.98
GE's PB Ratio is ranked lower than
57% of the 1774 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.72 vs. GE: 1.98 )
Ranked among companies with meaningful PB Ratio only.
GE' s PB Ratio Range Over the Past 10 Years
Min: 0.74  Med: 1.97 Max: 3.68
Current: 1.98
0.74
3.68
PS Ratio 0.89
GE's PS Ratio is ranked higher than
62% of the 1787 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.26 vs. GE: 0.89 )
Ranked among companies with meaningful PS Ratio only.
GE' s PS Ratio Range Over the Past 10 Years
Min: 0.41  Med: 1.63 Max: 2.96
Current: 0.89
0.41
2.96
Price-to-Free-Cash-Flow 43.92
GE's Price-to-Free-Cash-Flow is ranked lower than
74% of the 675 Companies
in the Global Diversified Industrials industry.

( Industry Median: 23.55 vs. GE: 43.92 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
GE' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 2.66  Med: 11.37 Max: 64.47
Current: 43.92
2.66
64.47
Price-to-Operating-Cash-Flow 10.55
GE's Price-to-Operating-Cash-Flow is ranked higher than
71% of the 943 Companies
in the Global Diversified Industrials industry.

( Industry Median: 17.67 vs. GE: 10.55 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
GE' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 1.73  Med: 8.13 Max: 184.94
Current: 10.55
1.73
184.94
EV-to-EBIT -23.89
GE's EV-to-EBIT is ranked lower than
99.99% of the 1516 Companies
in the Global Diversified Industrials industry.

( Industry Median: 16.14 vs. GE: -23.89 )
Ranked among companies with meaningful EV-to-EBIT only.
GE' s EV-to-EBIT Range Over the Past 10 Years
Min: -30.5  Med: 28.4 Max: 65
Current: -23.89
-30.5
65
EV-to-EBITDA -100.62
GE's EV-to-EBITDA is ranked lower than
98% of the 1580 Companies
in the Global Diversified Industrials industry.

( Industry Median: 12.68 vs. GE: -100.62 )
Ranked among companies with meaningful EV-to-EBITDA only.
GE' s EV-to-EBITDA Range Over the Past 10 Years
Min: -110.9  Med: 17.95 Max: 43.9
Current: -100.62
-110.9
43.9
EV-to-Revenue 1.43
GE's EV-to-Revenue is ranked lower than
53% of the 1798 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.34 vs. GE: 1.43 )
Ranked among companies with meaningful EV-to-Revenue only.
GE' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.4  Med: 3.5 Max: 5
Current: 1.43
1.4
5
Shiller PE Ratio 14.87
GE's Shiller PE Ratio is ranked higher than
79% of the 560 Companies
in the Global Diversified Industrials industry.

( Industry Median: 25.55 vs. GE: 14.87 )
Ranked among companies with meaningful Shiller PE Ratio only.
GE' s Shiller PE Ratio Range Over the Past 10 Years
Min: 4.03  Med: 15.11 Max: 25.3
Current: 14.87
4.03
25.3
Current Ratio 1.81
GE's Current Ratio is ranked lower than
53% of the 1809 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.87 vs. GE: 1.81 )
Ranked among companies with meaningful Current Ratio only.
GE' s Current Ratio Range Over the Past 10 Years
Min: 1.18  Med: 1.9 Max: 3.03
Current: 1.81
1.18
3.03
Quick Ratio 1.51
GE's Quick Ratio is ranked higher than
57% of the 1808 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.32 vs. GE: 1.51 )
Ranked among companies with meaningful Quick Ratio only.
GE' s Quick Ratio Range Over the Past 10 Years
Min: 1.13  Med: 1.83 Max: 2.96
Current: 1.51
1.13
2.96
Days Inventory 83.91
GE's Days Inventory is ranked higher than
56% of the 1771 Companies
in the Global Diversified Industrials industry.

( Industry Median: 96.74 vs. GE: 83.91 )
Ranked among companies with meaningful Days Inventory only.
GE' s Days Inventory Range Over the Past 10 Years
Min: 49.77  Med: 67.43 Max: 89.72
Current: 83.91
49.77
89.72
Days Sales Outstanding 106.35
GE's Days Sales Outstanding is ranked lower than
66% of the 1785 Companies
in the Global Diversified Industrials industry.

( Industry Median: 85.82 vs. GE: 106.35 )
Ranked among companies with meaningful Days Sales Outstanding only.
GE' s Days Sales Outstanding Range Over the Past 10 Years
Min: 124.45  Med: 758.15 Max: 902.89
Current: 106.35
124.45
902.89
Days Payable 56.46
GE's Days Payable is ranked lower than
62% of the 1760 Companies
in the Global Diversified Industrials industry.

( Industry Median: 73.49 vs. GE: 56.46 )
Ranked among companies with meaningful Days Payable only.
GE' s Days Payable Range Over the Past 10 Years
Min: 51.61  Med: 64.28 Max: 93.88
Current: 56.46
51.61
93.88

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 3.82
GE's Dividend Yield % is ranked higher than
92% of the 2026 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.72 vs. GE: 3.82 )
Ranked among companies with meaningful Dividend Yield % only.
GE' s Dividend Yield % Range Over the Past 10 Years
Min: 2.1  Med: 3.28 Max: 17.56
Current: 3.82
2.1
17.56
3-Year Dividend Growth Rate -1.90
GE's 3-Year Dividend Growth Rate is ranked lower than
64% of the 869 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.30 vs. GE: -1.90 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
GE' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -26.3  Med: 11 Max: 19.8
Current: -1.9
-26.3
19.8
Forward Dividend Yield % 3.82
GE's Forward Dividend Yield % is ranked higher than
84% of the 1948 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.91 vs. GE: 3.82 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 4.70
GE's 5-Year Yield-on-Cost % is ranked higher than
87% of the 2007 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.12 vs. GE: 4.70 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
GE' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.58  Med: 4.03 Max: 21.57
Current: 4.7
2.58
21.57
3-Year Average Share Buyback Ratio 4.80
GE's 3-Year Average Share Buyback Ratio is ranked higher than
98% of the 1096 Companies
in the Global Diversified Industrials industry.

( Industry Median: -3.10 vs. GE: 4.80 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
GE' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -2.2  Med: 0.6 Max: 4.8
Current: 4.8
-2.2
4.8

Valuation & Return

vs
industry
vs
history
Price-to-Intrinsic-Value-Projected-FCF 0.79
GE's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
80% of the 1044 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.43 vs. GE: 0.79 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
GE' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.28  Med: 1.39 Max: 8.72
Current: 0.79
0.28
8.72
Price-to-Median-PS-Value 0.54
GE's Price-to-Median-PS-Value is ranked higher than
89% of the 1681 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.03 vs. GE: 0.54 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
GE' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.36  Med: 1.22 Max: 3.31
Current: 0.54
0.36
3.31
Earnings Yield (Greenblatt) % -4.19
GE's Earnings Yield (Greenblatt) % is ranked lower than
86% of the 1832 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.24 vs. GE: -4.19 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
GE' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -4.4  Med: 3.1 Max: 9.2
Current: -4.19
-4.4
9.2
Forward Rate of Return (Yacktman) % 3.28
GE's Forward Rate of Return (Yacktman) % is ranked lower than
64% of the 1123 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.45 vs. GE: 3.28 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
GE' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -25.2  Med: -5.4 Max: 44
Current: 3.28
-25.2
44

More Statistics

Revenue (TTM) (Mil) $122,480.00
EPS (TTM) $ -0.99
Beta0.85
Volatility20.79%
52-Week Range $11.21 - 23.84
Shares Outstanding (Mil)8,691.08

Analyst Estimate

Dec18 Dec19 Dec20 Dec21
Revenue (Mil $) 119,800 120,700 122,952 128,750
EBIT (Mil $) 8,007 10,383 12,451
EBITDA (Mil $) 14,213 16,315 18,424 21,520
EPS ($) 0.22 0.70 0.74 1.25
EPS without NRI ($) 0.22 0.70 0.74 1.25
EPS Growth Rate
(Future 3Y To 5Y Estimate)
2.30%
Dividends per Share ($) 0.48 0.49 0.50

Piotroski F-Score Details

Piotroski F-Score: 44
Positive ROAN
Positive CFROAY
Higher ROA yoyN
CFROA > ROAY
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyY
Higher Gross Margin yoyN
Higher Asset Turnover yoyY

Personalized Checklist

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