GE vs. URI: GE Aerospace vs. United Rentals Stock Comparison

November 11, 2026

How do GE Aerospace (GE) and United Rentals (URI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

GE Aerospace (GE) and United Rentals (URI) both fall under the Capital Goods industry group, but GE is classified in Industrial Conglomerates while URI is classified in Trading Companies & Distributors.

Company profile comparison for GE Aerospace (GE) and United Rentals (URI)
Profile Item	GE	URI
Name	General Electric Company	United Rentals Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Industrial Conglomerates	Trading Companies & Distributors
GICS Sub-Industry	Industrial Conglomerates	Trading Companies & Distributors
Market Capitalization	335.38 billion USD	65.36 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	January 2, 1962	December 18, 1997
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

URI

GSPC

GE Aerospace (GE) vs. United Rentals (URI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for GE Aerospace (GE) and United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for GE Aerospace (GE) and United Rentals (URI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for GE Aerospace (GE) and United Rentals (URI)
Metric	GE	URI
Total Return (1Y)	9.16%	35.39%
Total Return (3Y, Annualized)	55.50%	38.68%
Total Return (5Y, Annualized)	37.59%	24.76%

Risk Profile

Drawdown History

URI

GSPC

GE Aerospace (GE) vs. United Rentals (URI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for GE Aerospace (GE) and United Rentals (URI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for GE Aerospace (GE) and United Rentals (URI)
Metric	GE	URI
Volatility (1Y, Annualized)	34.52%	44.71%
Beta (5Y)	1.39	1.81
Max Drawdown (5Y)	-44.94%	-39.76%
Avg. Volume (3M)	4.48M	496.78K

Risk-Adjusted Performance

Risk-Return Positioning

GE and URI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for GE Aerospace (GE) and United Rentals (URI)
Metric	GE	URI
Sharpe Ratio (1Y)	0.14	0.70
Sortino Ratio (1Y)	0.20	1.16

Profitability

ROE (TTM)

Both companies show strong equity returns, but GE Aerospace (GE) at 50.17% is the standout with ROE above its industry range; United Rentals (URI) at 30.56% also sits in the top quartile.

GE

Capital Goods industry group

50.17%

GE: 50.17%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

URI

Capital Goods industry group

30.56%

Max: 40.55%
URI: 30.56%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both GE Aerospace (GE) at 17.31% and United Rentals (URI) at 16.33% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

GE

Capital Goods industry group

17.31%

Max: 27.47%
GE: 17.31%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

URI

Capital Goods industry group

16.33%

Max: 27.47%
URI: 16.33%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both GE Aerospace (GE) at 18.49% and United Rentals (URI) at 29.21% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

GE

Capital Goods industry group

18.49%

Max: 36.60%
GE: 18.49%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

URI

Capital Goods industry group

29.21%

Max: 36.60%
URI: 29.21%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for GE Aerospace (GE) and United Rentals (URI)
Metric	GE	URI
ROE (TTM)	50.17%	30.56%
ROA (TTM)	5.06%	9.14%
Net Margin (TTM)	17.31%	16.33%
Operating Margin (TTM)	18.49%	29.21%
Gross Margin (TTM)	30.07%	39.19%

Growth

Revenue Growth

Both GE Aerospace (GE) at 18.48% and United Rentals (URI) at 4.91% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their Revenue Growth across different time periods.

EPS Growth

GE Aerospace (GE) at 35.89% sits in the top EPS growth quartile, while United Rentals (URI) at -0.21% is closer to the peer norm — faster per-share earnings growth for GE.

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for GE Aerospace (GE) and United Rentals (URI)
Metric	GE	URI
Revenue Growth (YoY)	18.48%	4.91%
Revenue Growth (3Y CAGR)	16.32%	11.41%
EPS Growth (YoY)	35.89%	-0.21%
EPS Growth (3Y CAGR)	446.03%	9.20%

Financial Strength

Current Ratio (MRQ)

Both GE Aerospace (GE) at 0.98 and United Rentals (URI) at 0.80 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

GE

Capital Goods industry group

0.98

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
GE: 0.98
Min: 0.36

URI

Capital Goods industry group

0.80

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
URI: 0.80
Min: 0.36

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both GE Aerospace (GE) at 1.16 and United Rentals (URI) at 1.64 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.

GE

Capital Goods industry group

1.16

Max: 2.33
GE: 1.16
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

URI

Capital Goods industry group

1.64

Max: 2.33
URI: 1.64
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for GE Aerospace (GE) and United Rentals (URI)
Metric	GE	URI
Current Ratio (MRQ)	0.98	0.80
Debt / Equity (MRQ)	1.16	1.64
Net Debt / EBITDA	0.93	3.12

Dividends

Dividend Yield (TTM)

Both GE Aerospace (GE) at 0.56% and United Rentals (URI) at 0.74% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

GE

Capital Goods industry group

0.56%

Max: 2.66%
Q3: 1.14%
GE: 0.56%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

URI

Capital Goods industry group

0.74%

Max: 2.66%
Q3: 1.14%
URI: 0.74%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both GE Aerospace (GE) at 20.23% and United Rentals (URI) at 16.95% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

GE

Capital Goods industry group

20.23%

Max: 67.39%
Q3: 28.02%
GE: 20.23%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

URI

Capital Goods industry group

16.95%

Max: 67.39%
Q3: 28.02%
URI: 16.95%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for GE Aerospace (GE) and United Rentals (URI)
Metric	GE	URI
Dividend Yield (TTM)	0.56%	0.74%
Dividend Payout Ratio (TTM)	20.23%	16.95%

Valuation

P/E Ratio (TTM)

United Rentals (URI) at 23.24 is near its industry’s usual P/E ratio, while GE Aerospace (GE) at 36.94 sits in the richer quartile — GE needs stronger growth or earnings quality to justify the premium.

GE

Capital Goods industry group

36.94

Max: 59.38
GE: 36.94
Q3: 35.92
Median: 25.41
Q1: 19.47
Min: 3.03

URI

Capital Goods industry group

23.24

Max: 59.38
Q3: 35.92
Median: 25.41
URI: 23.24
Q1: 19.47
Min: 3.03

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

United Rentals (URI) at 3.74 is priced about in line with its industry on P/S ratio, while GE Aerospace (GE) at 6.38 sits in the pricier quartile — GE costs more per dollar of sales.

GE

Capital Goods industry group

6.38

Max: 7.54
GE: 6.38
Q3: 3.76
Median: 2.15
Q1: 1.03
Min: 0.03

URI

Capital Goods industry group

3.74

Max: 7.54
Q3: 3.76
URI: 3.74
Median: 2.15
Q1: 1.03
Min: 0.03

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: United Rentals (URI) at 6.75 sits in the upper P/B ratio quartile, and GE Aerospace (GE) at 19.06 prices even higher, above its industry range.

GE

Capital Goods industry group

19.06

GE: 19.06
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

URI

Capital Goods industry group

6.75

Max: 9.66
URI: 6.75
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

GE Aerospace (GE) vs. United Rentals (URI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for GE Aerospace (GE) and United Rentals (URI)
Metric	GE	URI
P/E Ratio (TTM)	36.94	23.24
P/S Ratio (TTM)	6.38	3.74
P/B Ratio (MRQ)	19.06	6.75
Free Cash Flow Yield (TTM)	1.89%	3.24%