PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
General Electric Company (GE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US3696041033

CUSIP

369604103

Sector

Industrials

IPO Date

Jan 2, 1962

Highlights

Market Cap

$192.13B

EPS (TTM)

$5.08

PE Ratio

34.94

PEG Ratio

1.92

Total Revenue (TTM)

$54.41B

Gross Profit (TTM)

$16.59B

EBITDA (TTM)

$8.68B

Year Range

$93.79 - $194.80

Target Price

$208.89

Short %

1.05%

Short Ratio

2.51

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
GE vs. SPY GE vs. AAPL GE vs. VOO GE vs. SUN GE vs. VTI GE vs. NEE GE vs. ^GSPC GE vs. SCHD GE vs. SPGP GE vs. VONG
Popular comparisons:
GE vs. SPY GE vs. AAPL GE vs. VOO GE vs. SUN GE vs. VTI GE vs. NEE GE vs. ^GSPC GE vs. SCHD GE vs. SPGP GE vs. VONG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in General Electric Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
11.81%
11.03%
GE (General Electric Company)
Benchmark (^GSPC)

Returns By Period

General Electric Company had a return of 75.14% year-to-date (YTD) and 86.51% in the last 12 months. Over the past 10 years, General Electric Company had an annualized return of 4.89%, while the S&P 500 had an annualized return of 11.10%, indicating that General Electric Company did not perform as well as the benchmark.


GE

YTD

75.14%

1M

-7.83%

6M

11.81%

1Y

86.51%

5Y (annualized)

26.24%

10Y (annualized)

4.89%

^GSPC (Benchmark)

YTD

23.56%

1M

0.49%

6M

11.03%

1Y

30.56%

5Y (annualized)

13.70%

10Y (annualized)

11.10%

Monthly Returns

The table below presents the monthly returns of GE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.75%18.48%11.88%15.72%2.05%-3.74%7.25%2.60%8.15%-8.91%75.14%
202323.04%5.26%12.96%3.52%2.59%8.19%4.07%0.19%-3.35%-1.74%12.12%4.85%95.71%
20220.01%1.09%-4.11%-18.52%5.02%-18.58%16.08%-0.64%-15.60%25.68%10.49%-2.44%-10.92%
2021-1.11%17.42%4.78%-0.08%7.16%-4.19%-3.79%1.75%-2.18%1.79%-9.42%-0.46%9.68%
202011.56%-12.61%-26.95%-14.36%-3.38%4.11%-11.13%4.45%-1.57%19.10%37.20%6.19%-2.73%
201934.21%6.35%-3.75%1.80%-7.18%11.34%-0.48%-21.05%8.48%11.63%12.93%-0.89%53.94%
2018-7.34%-12.02%-4.46%4.38%0.07%-2.48%0.15%-5.06%-11.92%-10.54%-25.74%1.07%-55.39%
2017-6.01%1.17%-0.03%-2.72%-5.55%-0.52%-5.18%-4.14%-0.52%-16.63%-9.28%-3.93%-42.92%
2016-6.58%0.94%9.09%-3.27%-1.69%4.92%-1.08%0.32%-4.45%-1.76%5.70%3.50%4.61%
2015-5.46%9.79%-4.54%9.15%0.70%-1.74%-1.77%-4.90%2.52%14.67%3.53%4.82%27.52%
2014-10.35%2.24%1.65%3.86%-0.37%-1.10%-4.30%3.30%-0.55%0.74%2.63%-3.71%-6.67%
20136.15%5.07%-0.43%-3.59%4.62%0.24%5.09%-5.05%4.04%9.42%1.99%5.99%37.85%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of GE is 95, placing it in the top 5% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of GE is 9595
Combined Rank
The Sharpe Ratio Rank of GE is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of GE is 9494
Sortino Ratio Rank
The Omega Ratio Rank of GE is 9595
Omega Ratio Rank
The Calmar Ratio Rank of GE is 9090
Calmar Ratio Rank
The Martin Ratio Rank of GE is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for General Electric Company (GE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for GE, currently valued at 3.00, compared to the broader market-4.00-2.000.002.004.003.002.51
The chart of Sortino ratio for GE, currently valued at 3.54, compared to the broader market-4.00-2.000.002.004.003.543.36
The chart of Omega ratio for GE, currently valued at 1.52, compared to the broader market0.501.001.502.001.521.47
The chart of Calmar ratio for GE, currently valued at 2.19, compared to the broader market0.002.004.006.002.193.62
The chart of Martin ratio for GE, currently valued at 24.50, compared to the broader market-10.000.0010.0020.0030.0024.5016.12
GE
^GSPC

The current General Electric Company Sharpe ratio is 3.00. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of General Electric Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.002.003.004.005.00JuneJulyAugustSeptemberOctoberNovember
3.00
2.51
GE (General Electric Company)
Benchmark (^GSPC)

Dividends

Dividend History

General Electric Company provided a 0.51% dividend yield over the last twelve months, with an annual payout of $0.90 per share. The company has been increasing its dividends for 4 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.90$0.26$0.20$0.20$0.20$0.20$1.77$4.03$4.46$4.41$4.27$3.79

Dividend yield

0.51%0.25%0.38%0.34%0.37%0.36%4.89%4.81%2.94%2.95%3.52%2.82%

Monthly Dividends

The table displays the monthly dividend distributions for General Electric Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.28$0.00$0.00$0.84
2023$0.00$0.00$0.06$0.00$0.00$0.00$0.06$0.00$0.06$0.00$0.00$0.06$0.26
2022$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.20
2021$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.20
2020$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.20
2019$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.20
2018$0.00$0.58$0.00$0.00$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.05$1.77
2017$0.00$1.15$0.00$0.00$0.00$1.15$0.00$0.00$1.15$0.00$0.00$0.58$4.03
2016$0.00$1.10$0.00$0.00$0.00$1.10$0.00$0.00$1.10$0.00$0.00$1.15$4.46
2015$0.00$1.10$0.00$0.00$0.00$1.10$0.00$0.00$1.10$0.00$0.00$1.10$4.41
2014$0.00$1.05$0.00$0.00$0.00$1.05$0.00$0.00$1.05$0.00$0.00$1.10$4.27
2013$0.91$0.00$0.00$0.00$0.91$0.00$0.00$0.91$0.00$0.00$1.05$3.79

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.5%
General Electric Company has a dividend yield of 0.51%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%21.5%
General Electric Company has a payout ratio of 21.52%, which is below the market average. This means General Electric Company returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-8.60%
-1.80%
GE (General Electric Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the General Electric Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the General Electric Company was 85.53%, occurring on Mar 5, 2009. Recovery took 3809 trading sessions.

The current General Electric Company drawdown is 8.60%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.53%Aug 29, 20002140Mar 5, 20093809Apr 23, 20245949
-57.87%Jan 4, 1973428Sep 13, 19741473Jul 14, 19801901
-49.07%Sep 28, 19651146May 26, 1970219Apr 6, 19711365
-39.9%Aug 21, 1987183May 11, 1988392Nov 28, 1989575
-32.1%Jul 20, 199070Oct 26, 1990116Apr 15, 1991186

Volatility

Volatility Chart

The current General Electric Company volatility is 12.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
12.14%
4.06%
GE (General Electric Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of General Electric Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of General Electric Company compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.0250.034.9
The chart displays the price to earnings (P/E) ratio for GE in comparison to other companies of the Specialty Industrial Machinery industry. Currently, GE has a PE value of 34.9. This PE ratio falls in the average range for the industry.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.01.9
The chart displays the price to earnings to growth (PEG) ratio for GE in comparison to other companies of the Specialty Industrial Machinery industry. Currently, GE has a PEG value of 1.9. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for General Electric Company.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items