Safran is a key player in global commercial and military aerospace propulsion and equipment. CFM, the 50/50 joint venture between Safran and GE Aerospace, 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.
Safran participates in around 75% of the narrow-body engine market through CFM. The mature CFM56 fleet supports current aftermarket earnings, while the growing Leap fleet extends the profit pool for decades.
A prolonged Middle East disruption or weaker airline economics could reduce utilization and narrow maintenance workscopes, bringing aftermarket normalization forward.
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Metric
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SAF
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RTX
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GE
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|---|---|---|---|
Price/Earnings (Normalized) | 32.39 | 26.73 | 43.94 |
Price/Book Value | 9.34 | 3.76 | 18.37 |
Price/Sales | 4.06 | 2.70 | 6.51 |
Price/Cash Flow | 25.54 | 19.05 | 34.46 |
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Metric
|
SAF
|
RTX
|
GE
|
|---|---|---|---|
Quick Ratio | 0.58 | 0.65 | 0.61 |
Current Ratio | 0.92 | 1.01 | 0.98 |
Interest Coverage | 39.36 | 6.88 | 11.58 |
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Metric
|
SAF
|
RTX
|
GE
|
|---|---|---|---|
Return on Assets (Normalized) | 5.72% | 5.54% | 5.87% |
Return on Equity (Normalized) | 24.74% | 14.51% | 40.66% |
Return on Invested Capital (Normalized) | 17.38% | 10.02% | 20.07% |
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1-Day Chart
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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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|---|---|---|---|---|---|---|
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SPCX
| LOCK|&@g@$@<l | LOCK|l#c?f | $2T | |||
| GE Aerospace
GE
| LOCK|<^#lBb^f | LOCK|d^ | $324B | |||
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RTX
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EADSY
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RYCEY
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LMT
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GD
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BAESY
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United States