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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 0.61
NYSE:GE's Cash-to-Debt is ranked lower than
59% of the 1926 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.91 vs. NYSE:GE: 0.61 )
Ranked among companies with meaningful Cash-to-Debt only.
NYSE:GE' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.02  Med: 0.25 Max: 0.68
Current: 0.61
0.02
0.68
Equity-to-Asset 0.17
NYSE:GE's Equity-to-Asset is ranked lower than
94% of the 1881 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.52 vs. NYSE:GE: 0.17 )
Ranked among companies with meaningful Equity-to-Asset only.
NYSE:GE' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.09  Med: 0.14 Max: 0.21
Current: 0.17
0.09
0.21
Debt-to-Equity 1.79
NYSE:GE's Debt-to-Equity is ranked lower than
93% of the 1543 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.39 vs. NYSE:GE: 1.79 )
Ranked among companies with meaningful Debt-to-Equity only.
NYSE:GE' s Debt-to-Equity Range Over the Past 10 Years
Min: 1.72  Med: 3.59 Max: 4.99
Current: 1.79
1.72
4.99
Debt-to-EBITDA -653.40
NYSE:GE's Debt-to-EBITDA is ranked lower than
99.99% of the 1497 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.15 vs. NYSE:GE: -653.40 )
Ranked among companies with meaningful Debt-to-EBITDA only.
NYSE:GE' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 7.15  Med: 10.3 Max: 19.2
Current: -653.4
7.15
19.2
Interest Coverage 2.44
NYSE:GE's Interest Coverage is ranked lower than
90% of the 1667 Companies
in the Global Diversified Industrials industry.

( Industry Median: 39.08 vs. NYSE:GE: 2.44 )
Ranked among companies with meaningful Interest Coverage only.
NYSE:GE' s Interest Coverage Range Over the Past 10 Years
Min: 1.55  Med: 2.4 Max: 6.11
Current: 2.44
1.55
6.11
Piotroski F-Score: 4
Altman Z-Score: 1.41
Beneish M-Score: -2.43
WACC vs ROIC
4.18%
9.61%
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 : 5/10

vs
industry
vs
history
Operating Margin % 9.73
NYSE:GE's Operating Margin % is ranked higher than
67% of the 1918 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.45 vs. NYSE:GE: 9.73 )
Ranked among companies with meaningful Operating Margin % only.
NYSE:GE' s Operating Margin % Range Over the Past 10 Years
Min: 13.65  Med: 19.05 Max: 29.74
Current: 9.73
13.65
29.74
Net Margin % -4.74
NYSE:GE's Net Margin % is ranked lower than
86% of the 1918 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.85 vs. NYSE:GE: -4.74 )
Ranked among companies with meaningful Net Margin % only.
NYSE:GE' s Net Margin % Range Over the Past 10 Years
Min: -5.22  Med: 9.45 Max: 13
Current: -4.74
-5.22
13
ROE % -8.53
NYSE:GE's ROE % is ranked lower than
88% of the 1875 Companies
in the Global Diversified Industrials industry.

( Industry Median: 7.67 vs. NYSE:GE: -8.53 )
Ranked among companies with meaningful ROE % only.
NYSE:GE' s ROE % Range Over the Past 10 Years
Min: -5.43  Med: 10.72 Max: 19.56
Current: -8.53
-5.43
19.56
ROA % -1.58
NYSE:GE's ROA % is ranked lower than
83% of the 1943 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.89 vs. NYSE:GE: -1.58 )
Ranked among companies with meaningful ROA % only.
NYSE:GE' s ROA % Range Over the Past 10 Years
Min: -1.07  Med: 1.95 Max: 2.98
Current: -1.58
-1.07
2.98
ROC (Joel Greenblatt) % -5.27
NYSE:GE's ROC (Joel Greenblatt) % is ranked lower than
87% of the 1933 Companies
in the Global Diversified Industrials industry.

( Industry Median: 12.78 vs. NYSE:GE: -5.27 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
NYSE:GE' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 4.16  Med: 9.95 Max: 21.37
Current: -5.27
4.16
21.37
3-Year Revenue Growth Rate 7.20
NYSE:GE's 3-Year Revenue Growth Rate is ranked higher than
73% of the 1751 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.40 vs. NYSE:GE: 7.20 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NYSE:GE' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -8.4  Med: 4.65 Max: 18.1
Current: 7.2
-8.4
18.1
3-Year EBITDA Growth Rate 7.70
NYSE:GE's 3-Year EBITDA Growth Rate is ranked higher than
56% of the 1578 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.30 vs. NYSE:GE: 7.70 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
NYSE:GE' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -24.4  Med: 5.65 Max: 16
Current: 7.7
-24.4
16
3-Year EPS without NRI Growth Rate 10.60
NYSE:GE's 3-Year EPS without NRI Growth Rate is ranked higher than
58% of the 1448 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.10 vs. NYSE:GE: 10.60 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
NYSE:GE' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -50.2  Med: 10.45 Max: 20.8
Current: 10.6
-50.2
20.8
GuruFocus has detected 4 Warning Signs with General Electric Co NYSE:GE.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NYSE:GE's 30-Y Financials

Financials (Next Earnings Date: 2018-04-20)


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

» Details

Guru Trades

Q1 2017

GE Guru Trades in Q1 2017

Jim Simons 1,409,468 sh (New)
Ray Dalio 604,856 sh (New)
Joel Greenblatt 379,342 sh (+34.75%)
Robert Olstein 251,000 sh (+22.68%)
John Buckingham 55,210 sh (+2.79%)
Mairs and Power 4,262,608 sh (+2.27%)
Bill Nygren 14,250,000 sh (unchged)
Warren Buffett 10,585,502 sh (unchged)
First Eagle Investment 44,301 sh (unchged)
Michael Price 10,000 sh (unchged)
Kahn Brothers 15,000 sh (unchged)
Richard Snow 13,175 sh (unchged)
Tom Russo 7,080 sh (unchged)
Louis Moore Bacon 165,000 sh (unchged)
Steven Romick 6,349,230 sh (unchged)
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
Murray Stahl 80,804 sh (-0.88%)
First Pacific Advisors 8,069,920 sh (-1.37%)
Tweedy Browne 122,408 sh (-1.86%)
Manning & Napier Advisors, Inc 104,151 sh (-6.30%)
Mario Gabelli 1,147,011 sh (-6.35%)
NWQ Managers 2,092,000 sh (-7.81%)
Diamond Hill Capital 10,769 sh (-8.19%)
T Rowe Price Equity Income Fund 12,140,000 sh (-13.16%)
Dodge & Cox 1,262,227 sh (-14.06%)
Jeff Auxier 10,168 sh (-20.36%)
Signature Select Canadian Fund 95,704 sh (-26.01%)
Ken Fisher 22,322,947 sh (-29.65%)
Pioneer Investments 1,273,011 sh (-57.35%)
» More
Q2 2017

GE Guru Trades in Q2 2017

Tom Gayner 40,000 sh (New)
Bestinfond 282,884 sh (New)
Barrow, Hanley, Mewhinney & Strauss 1,254,200 sh (New)
Louis Moore Bacon 21,997 sh (New)
First Pacific Advisors 16,364,720 sh (+102.79%)
Steven Romick 11,884,830 sh (+87.19%)
Richard Snow 22,486 sh (+70.67%)
Robert Olstein 332,900 sh (+32.63%)
Jeff Auxier 13,168 sh (+29.50%)
John Buckingham 62,795 sh (+13.74%)
Ray Dalio 687,318 sh (+13.63%)
Mario Gabelli 1,272,332 sh (+10.93%)
Bill Nygren 15,050,000 sh (+5.61%)
NWQ Managers 2,168,378 sh (+3.65%)
Mairs and Power 4,323,574 sh (+1.43%)
Murray Stahl 81,247 sh (+0.55%)
First Eagle Investment 44,301 sh (unchged)
Jana Partners 200,000 sh (unchged)
Michael Price 10,000 sh (unchged)
Caxton Associates 750,000 sh (unchged)
Pioneer Investments Sold Out
Kahn Brothers Sold Out
Tom Russo Sold Out
Warren Buffett Sold Out
Diamond Hill Capital 10,448 sh (-2.98%)
Ken Fisher 21,232,106 sh (-4.89%)
Manning & Napier Advisors, Inc 94,871 sh (-8.91%)
T Rowe Price Equity Income Fund 10,511,700 sh (-13.41%)
Dodge & Cox 1,078,169 sh (-14.58%)
Joel Greenblatt 284,165 sh (-25.09%)
Tweedy Browne 50,008 sh (-59.15%)
Jim Simons 249,364 sh (-82.31%)
» More
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)
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
» Details

Insider Trades

Latest Guru Trades with NYSE: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 2017-12-31 Add 19.64%0.28%$17.36 - $24.8 $ 15.05-25%64,755,611
Ken Fisher 2017-12-31 Reduce -1.19%0.01%$17.36 - $24.8 $ 15.05-25%21,369,966
Mason Hawkins 2017-12-31 New Buy2.45%$17.36 - $24.8 $ 15.05-25%11,320,435
T Rowe Price Equity Income Fund 2017-12-31 Reduce -28.57%0.29%$17.36 - $24.8 $ 15.05-25%6,150,000
NWQ Managers 2017-12-31 Reduce -9.43%0.06%$17.36 - $24.8 $ 15.05-25%1,593,475
Mario Gabelli 2017-12-31 Reduce -15.06%0.03%$17.36 - $24.8 $ 15.05-25%1,257,542
Dodge & Cox 2017-12-31 Reduce -11.33%$17.36 - $24.8 $ 15.05-25%771,991
Joel Greenblatt 2017-12-31 Add 248.65%0.09%$17.36 - $24.8 $ 15.05-25%463,061
First Eagle Investment 2017-12-31 Add 35.67%$17.36 - $24.8 $ 15.05-25%114,101
George Soros 2017-12-31 Add 316.50%0.02%$17.36 - $24.8 $ 15.05-25%42,900
Michael Price 2017-12-31 Reduce -60.00%0.02%$17.36 - $24.8 $ 15.05-25%4,000
Barrow, Hanley, Mewhinney & Strauss 2017-09-30 Add 4215.45%1.92%$23.72 - $27.45 $ 15.05-40%54,124,364
Ken Fisher 2017-09-30 Add 1.86%0.01%$23.72 - $27.45 $ 15.05-40%21,627,347
Bill Nygren 2017-09-30 Add 33.22%0.68%$23.72 - $27.45 $ 15.05-40%20,050,000
T Rowe Price Equity Income Fund 2017-09-30 Reduce -18.09%0.24%$23.72 - $27.45 $ 15.05-40%8,610,000
NWQ Managers 2017-09-30 Reduce -18.86%0.15%$23.72 - $27.45 $ 15.05-40%1,759,430
Mario Gabelli 2017-09-30 Add 16.36%0.03%$23.72 - $27.45 $ 15.05-40%1,480,442
Dodge & Cox 2017-09-30 Reduce -19.25%$23.72 - $27.45 $ 15.05-40%870,606
Joel Greenblatt 2017-09-30 Reduce -53.26%0.06%$23.72 - $27.45 $ 15.05-40%132,817
Tom Gayner 2017-09-30 Add 137.50%0.03%$23.72 - $27.45 $ 15.05-40%95,000
First Eagle Investment 2017-09-30 Add 89.84%$23.72 - $27.45 $ 15.05-40%84,101
George Soros 2017-09-30 New Buy0.01%$23.72 - $27.45 $ 15.05-40%10,300
Robert Olstein 2017-09-30 Sold Out 1.14%$23.72 - $27.45 $ 15.05-40%0
Ken Fisher 2017-06-30 Reduce -4.89%0.05%$27.02 - $30.27 $ 15.05-47%21,232,106
Bill Nygren 2017-06-30 Add 5.61%0.13%$27.01 - $30.27 $ 15.05-47%15,050,000
T Rowe Price Equity Income Fund 2017-06-30 Reduce -13.41%0.22%$27.02 - $30.27 $ 15.05-47%10,511,700
NWQ Managers 2017-06-30 Add 3.65%0.03%$27.01 - $30.27 $ 15.05-47%2,168,378
Mario Gabelli 2017-06-30 Add 10.93%0.02%$27.02 - $30.27 $ 15.05-47%1,272,332
Barrow, Hanley, Mewhinney & Strauss 2017-06-30 New Buy0.05%$27.02 - $30.27 $ 15.05-47%1,254,200
Dodge & Cox 2017-06-30 Reduce -14.58%$27.02 - $30.27 $ 15.05-47%1,078,169
Robert Olstein 2017-06-30 Add 32.63%0.28%$27.02 - $30.27 $ 15.05-47%332,900
Joel Greenblatt 2017-06-30 Reduce -25.09%0.04%$27.01 - $30.27 $ 15.05-47%284,165
Tweedy Browne 2017-06-30 Reduce -59.15%0.06%$27.02 - $30.27 $ 15.05-47%50,008
Tom Gayner 2017-06-30 New Buy0.02%$27.02 - $30.27 $ 15.05-47%40,000
Warren Buffett 2017-06-30 Sold Out 0.19%$27.01 - $30.27 $ 15.05-47%0
Kahn Brothers 2017-06-30 Sold Out 0.08%$27.02 - $30.27 $ 15.05-47%0
Ken Fisher 2017-03-31 Reduce -29.65%0.54%$29.39 - $31.7 $ 15.05-50%22,322,947
T Rowe Price Equity Income Fund 2017-03-31 Reduce -13.16%0.27%$29.39 - $31.7 $ 15.05-50%12,140,000
NWQ Managers 2017-03-31 Reduce -7.81%0.08%$29.39 - $31.7 $ 15.05-50%2,092,000
Dodge & Cox 2017-03-31 Reduce -14.06%0.01%$29.39 - $31.7 $ 15.05-50%1,262,227
Mario Gabelli 2017-03-31 Reduce -6.35%0.02%$29.39 - $31.7 $ 15.05-50%1,147,011
Joel Greenblatt 2017-03-31 Add 34.75%0.04%$29.39 - $31.7 $ 15.05-50%379,342
Robert Olstein 2017-03-31 Add 22.68%0.18%$29.39 - $31.7 $ 15.05-50%251,000
Tweedy Browne 2017-03-31 Reduce -1.86%$29.39 - $31.7 $ 15.05-50%122,408
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Business Description

Industry: Industrial Products » Diversified Industrials    NAICS: 335312    SIC: 3621
Compare:NYSE:MMM, NYSE:HON, XTER:SIE, NYSE:ITW, XSWX:ABBN, TSE:6954, OSTO:ATCO B, XPAR:SU, TSE:6594, NYSE:EMR, NYSE:ETN, XAMS:PHIA, TSE:6273, NYSE:CMI, NYSE:ROP, NYSE:PH, OHEL:KNEBV, NYSE:ROK, XSWX:SCHN, OSTO:SAND » 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

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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Bill Nygren and David Herro Comment on General Electric - Oct 10, 2016

General Electric (NYSE:GE), a global producer of industrial, aviation and medical goods, was the biggest detractor for the quarter. While GE has benefited from improved margins and capital allocation, shares were weak during the quarter due to concerns over the company’s 2016 guidance. After producing organic growth of 1% in the first half, the company forecasts full-year organic growth between 2-4%. GE expects its Power division will drive this growth, with planned turbine shipments nearly double what they were in the first half of the year. The market appears to believe these forecasts are aggressive and expects GE management to reduce guidance when it next reports earnings. The timing of turbine shipments is essentially irrelevant to the value of the company, and our long-term investment thesis remains entirely intact.

From Bill Nygren (Trades, Portfolio) and David Herro (Trades, Portfolio)'s Oakmark Global Select Fund third quarter 2016 commentary.

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Gabelli Funds Comments on General Electric Co. - Aug 04, 2016

General Electric Co. (NYSE:GE) (3.3%) (GE – $26.57 – 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 the next generation of fuel efficient narrowbody aircraft. Finally, 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 the Gabelli Dividend Growth Fund second quarter 2016 commentary.



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Ratios

vs
industry
vs
history
Forward PE Ratio 14.97
GE's Forward PE Ratio is ranked higher than
73% of the 165 Companies
in the Global Diversified Industrials industry.

( Industry Median: 18.66 vs. GE: 14.97 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
Price-to-Owner-Earnings 13.97
GE's Price-to-Owner-Earnings is ranked higher than
75% of the 866 Companies
in the Global Diversified Industrials industry.

( Industry Median: 23.58 vs. GE: 13.97 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
GE' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 4.33  Med: 19.99 Max: 428.41
Current: 13.97
4.33
428.41
PB Ratio 2.03
GE's PB Ratio is ranked lower than
53% of the 1871 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.90 vs. GE: 2.03 )
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: 3.74
Current: 2.03
0.74
3.74
PS Ratio 1.07
GE's PS Ratio is ranked higher than
57% of the 1871 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.34 vs. GE: 1.07 )
Ranked among companies with meaningful PS Ratio only.
GE' s PS Ratio Range Over the Past 10 Years
Min: 0.41  Med: 1.7 Max: 2.94
Current: 1.07
0.41
2.94
Price-to-Operating-Cash-Flow 25.77
GE's Price-to-Operating-Cash-Flow is ranked lower than
80% of the 787 Companies
in the Global Diversified Industrials industry.

( Industry Median: 13.31 vs. GE: 25.77 )
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: 8.34 Max: 72.58
Current: 25.77
1.73
72.58
EV-to-EBIT -52.62
GE's EV-to-EBIT is ranked lower than
99.99% of the 1591 Companies
in the Global Diversified Industrials industry.

( Industry Median: 16.84 vs. GE: -52.62 )
Ranked among companies with meaningful EV-to-EBIT only.
GE' s EV-to-EBIT Range Over the Past 10 Years
Min: 10.9  Med: 17.6 Max: 63.3
Current: -52.62
10.9
63.3
EV-to-EBITDA -1001.50
GE's EV-to-EBITDA is ranked lower than
99.99% of the 1660 Companies
in the Global Diversified Industrials industry.

( Industry Median: 13.18 vs. GE: -1001.50 )
Ranked among companies with meaningful EV-to-EBITDA only.
GE' s EV-to-EBITDA Range Over the Past 10 Years
Min: 8.7  Med: 13.7 Max: 41.3
Current: -1001.5
8.7
41.3
EV-to-Revenue 1.69
GE's EV-to-Revenue is ranked lower than
55% of the 1897 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.45 vs. GE: 1.69 )
Ranked among companies with meaningful EV-to-Revenue only.
GE' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.7  Med: 3.4 Max: 5.2
Current: 1.69
1.7
5.2
Shiller PE Ratio 13.20
GE's Shiller PE Ratio is ranked higher than
81% of the 419 Companies
in the Global Diversified Industrials industry.

( Industry Median: 27.40 vs. GE: 13.20 )
Ranked among companies with meaningful Shiller PE Ratio only.
GE' s Shiller PE Ratio Range Over the Past 10 Years
Min: 4.03  Med: 15.23 Max: 25.78
Current: 13.2
4.03
25.78
Current Ratio 1.86
GE's Current Ratio is ranked higher than
51% of the 1855 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.85 vs. GE: 1.86 )
Ranked among companies with meaningful Current Ratio only.
GE' s Current Ratio Range Over the Past 10 Years
Min: 1.18  Med: 1.93 Max: 3.03
Current: 1.86
1.18
3.03
Quick Ratio 1.53
GE's Quick Ratio is ranked higher than
60% of the 1853 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.30 vs. GE: 1.53 )
Ranked among companies with meaningful Quick Ratio only.
GE' s Quick Ratio Range Over the Past 10 Years
Min: 1.13  Med: 1.86 Max: 2.96
Current: 1.53
1.13
2.96
Days Inventory 91.83
GE's Days Inventory is ranked higher than
52% of the 1868 Companies
in the Global Diversified Industrials industry.

( Industry Median: 96.10 vs. GE: 91.83 )
Ranked among companies with meaningful Days Inventory only.
GE' s Days Inventory Range Over the Past 10 Years
Min: 57.22  Med: 69.65 Max: 93.6
Current: 91.83
57.22
93.6
Days Sales Outstanding 103.74
GE's Days Sales Outstanding is ranked lower than
65% of the 1491 Companies
in the Global Diversified Industrials industry.

( Industry Median: 80.72 vs. GE: 103.74 )
Ranked among companies with meaningful Days Sales Outstanding only.
GE' s Days Sales Outstanding Range Over the Past 10 Years
Min: 124.71  Med: 785.21 Max: 878.11
Current: 103.74
124.71
878.11
Days Payable 59.18
GE's Days Payable is ranked lower than
58% of the 1434 Companies
in the Global Diversified Industrials industry.

( Industry Median: 70.65 vs. GE: 59.18 )
Ranked among companies with meaningful Days Payable only.
GE' s Days Payable Range Over the Past 10 Years
Min: 52.62  Med: 76.1 Max: 106.51
Current: 59.18
52.62
106.51

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 5.58
GE's Dividend Yield % is ranked higher than
96% of the 1946 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.27 vs. GE: 5.58 )
Ranked among companies with meaningful Dividend Yield % only.
GE' s Dividend Yield % Range Over the Past 10 Years
Min: 2.1  Med: 3.2 Max: 17.56
Current: 5.58
2.1
17.56
Dividend Payout Ratio 1.12
GE's Dividend Payout Ratio is ranked lower than
63% of the 1253 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.29 vs. GE: 1.12 )
Ranked among companies with meaningful Dividend Payout Ratio only.
GE' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.4  Med: 0.65 Max: 5.41
Current: 1.12
0.4
5.41
3-Year Dividend Growth Rate 5.60
GE's 3-Year Dividend Growth Rate is ranked lower than
51% of the 906 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.30 vs. GE: 5.60 )
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: 11.45 Max: 19.8
Current: 5.6
-26.3
19.8
Forward Dividend Yield % 3.19
GE's Forward Dividend Yield % is ranked higher than
83% of the 1842 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.77 vs. GE: 3.19 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 8.64
GE's 5-Year Yield-on-Cost % is ranked higher than
95% of the 2385 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.79 vs. GE: 8.64 )
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: 3.25  Med: 4.95 Max: 27.14
Current: 8.64
3.25
27.14
3-Year Average Share Buyback Ratio 4.60
GE's 3-Year Average Share Buyback Ratio is ranked higher than
97% of the 1057 Companies
in the Global Diversified Industrials industry.

( Industry Median: -2.50 vs. GE: 4.60 )
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: 0.65 Max: 4.6
Current: 4.6
-2.2
4.6

Valuation & Return

vs
industry
vs
history
Price-to-Intrinsic-Value-Projected-FCF 0.78
GE's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
81% of the 1003 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.55 vs. GE: 0.78 )
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: 1.41 Max: 8.54
Current: 0.78
0.28
8.54
Price-to-Median-PS-Value 0.63
GE's Price-to-Median-PS-Value is ranked higher than
87% of the 1631 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.16 vs. GE: 0.63 )
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: 0.34  Med: 1.18 Max: 3.18
Current: 0.63
0.34
3.18
Earnings Yield (Greenblatt) % -1.90
GE's Earnings Yield (Greenblatt) % is ranked lower than
86% of the 1941 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.92 vs. GE: -1.90 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
GE' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 1.6  Med: 5.7 Max: 9.2
Current: -1.9
1.6
9.2
Forward Rate of Return (Yacktman) % -5.82
GE's Forward Rate of Return (Yacktman) % is ranked lower than
74% of the 1120 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.96 vs. GE: -5.82 )
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: -18.6  Med: 1 Max: 44
Current: -5.82
-18.6
44

More Statistics

Revenue (TTM) (Mil) $122,092.00
EPS (TTM) $ -0.72
Beta0.70
Short Percentage of Float1.64%
52-Week Range $14.23 - 30.59
Shares Outstanding (Mil)8,672.09

Analyst Estimate

Dec18 Dec19 Dec20
Revenue (Mil $) 123,978 124,207 124,498
EBIT (Mil $) 9,812 10,130 12,116
EBITDA (Mil $) 14,852 13,076 15,153
EPS ($) 1.00 1.10 1.14
EPS without NRI ($) 1.00 1.10 1.14
EPS Growth Rate
(Future 3Y To 5Y Estimate)
2.60%
Dividends per Share ($) 0.63 0.50 0.53

Piotroski F-Score Details

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

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