Safran is a key player in global commercial and military aerospace propulsion and equipment. CFM, the 50/50 joint venture between Safran and GE Aviation, has about 70% of the narrow-body market, positioning Safran to take advantage of the aerospace industry recovery after the COVID-19 setback and the Russia-Ukraine war, which led to commodity price surges and supply chain disruptions.
Supplying 75% of global narrow-body engines, Safran is well positioned to capitalize on long-term structural industry growth.
Demand and order recovery for the 737 MAX remains uncertain, casting doubt on Leap engine delivery and break-even targets.
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Metric
|
SAF
|
RTX
|
GE
|
|---|---|---|---|
Price/Earnings (Normalized) | 33.03 | 19.48 | 48.66 |
Price/Book Value | 7.26 | 2.21 | 5.98 |
Price/Sales | 3.71 | 1.99 | 2.58 |
Price/Cash Flow | 24.96 | 21.48 | 42.64 |
|
Metric
|
SAF
|
RTX
|
GE
|
|---|---|---|---|
Quick Ratio | 0.62 | 0.64 | 0.76 |
Current Ratio | 0.95 | 1.07 | 1.17 |
Interest Coverage | 30.78 | 3.15 | 5.22 |
|
Metric
|
SAF
|
RTX
|
GE
|
|---|---|---|---|
Return on Assets (Normalized) | 4.18% | 2.51% | 2.83% |
Return on Equity (Normalized) | 18.59% | 6.05% | 15.41% |
Return on Invested Capital (Normalized) | 10.84% | 5.17% | 9.19% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
| GE Aerospace
GE
| Mhljlmlzd | Hcwm | $178.4 Bil | |||
| RTX Corp
RTX
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EADSY
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| Boeing Co
BA
| Cwhsmpzb | Nwxj | $113.1 Bil | |||
| Lockheed Martin Corp
LMT
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| General Dynamics Corp
GD
| Lyrxvzrxd | Mvkk | $78.2 Bil | |||
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TDG
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NOC
| Chhyyhkny | Mzqnq | $64.8 Bil | |||
| Rolls-Royce Holdings PLC ADR
RYCEY
| Mclsglv | Dxspj | $49.2 Bil | |||
| BAE Systems PLC ADR
BAESY
| Kbzxmdcp | Dpx | $49.1 Bil |
