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Opinions Paul Harris, CFA
General ElectricGEBUYAug 14, 2014
Stock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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Premium contentGeneral Electric Company is an American multinational conglomerate founded in 1892, and incorporated in New York state and headquartered in Boston. The company operates in aviation, power, renewable energy, digital industry, additive manufacturing and venture capital and finance. Social media mentions are up 800% in the past 24h.
Recent run up in share price good, but depends on where investors bought shares. Has sold off/spun off business units which has been good for performance. Trading at ~40x earnings which is high, but runway for growth is strong. Would wait for weakness in share price before buying.
The market lets you change horses halfway through the race, and more people should take advantage of that. A better company today than a year ago. CEO has been excellent. It has aerospace, power, and renewables. A lot of future growth is already built in to the price. He'd sell.
Recent spinoff of healthcare & energy assets good for business.
Share price has out performed the past 1-2 years.
Expecting further growth in industrial business unit.
Good business model that is well run.
Jamie Murray 
Has been critical of this company over the last several years because they had been given a very high multiple relative to other companies in the sector, for several reasons. They were able to grow by acquisition and made a lot of good ones, but that was really halted when they tried to buy Honeywell. Also, a lot of growth came from GE Capital, which had a very, very high return on equity. That was a very chunky part of the overall business. Have done a good job of restructuring, but you are not going to see the multiple that you saw many years ago. They have also gone into more highly cyclical areas, which makes it less likely that you are going to see multiple expansion. Has a good yield and not very expensive.