Innovative Solutions and Support or GE Aerospace: Which Stock Has More Upside?

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Upside
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Trefis
GE: GE Aerospace logo
GE
GE Aerospace

GE Aerospace surged 6.7% during the past Day. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Innovative Solutions and Support gives you more. Innovative Solutions and Support (ISSC) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs GE Aerospace (GE) stock, suggesting you may be better off investing in ISSC

  • ISSC’s quarterly revenue growth was 36.6%, vs. GE’s 24.7%.
  • In addition, its Last 12 Months revenue growth came in at 67.4%, ahead of GE’s 21.8%.
  • ISSC leads on profitability over both periods – LTM margin of 27.8% and 3-year average of 22.3%.

These differences become even clearer when you look at the financials side by side. The table highlights how GE’s fundamentals stack up against those of ISSC on growth, margins, momentum, and valuation multiples.

Trefis: GE Stock Insights

Valuation & Performance Overview

  GE ISSC Preferred
     
Valuation      
P/EBIT Ratio 35.5 15.4 ISSC
     
Revenue Growth      
Last Quarter 24.7% 36.6% ISSC
Last 12 Months 21.8% 67.4% ISSC
Last 3 Year Average 16.1% 49.0% ISSC
     
Operating Margins      
Last 12 Months 18.6% 27.8% ISSC
Last 3 Year Average 17.1% 22.3% ISSC
     
Momentum      
Last 3 Year Return 288.4% 225.6% GE

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.

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  6. How Low Can GE Really Go In A Market Crash?

See detailed fundamentals on Buy or Sell GE Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
GE Return 10% -11% 94% 65% 86% -7% 441%   <===
ISSC Return 1% 25% 4% 0% 122% 9% 217%    
S&P 500 Return 27% -19% 24% 23% 16% 6% 93%    
Monthly Win Rates [3]
GE Win Rate 42% 50% 83% 75% 83% 40%   62%  
ISSC Win Rate 25% 58% 58% 42% 58% 40%   47%  
S&P 500 Win Rate 75% 42% 67% 75% 67% 60%   64% <===
Max Drawdowns [4]
GE Max Drawdown -3% -35% 0% -3% 0% -11%   -9%  
ISSC Max Drawdown -16% -11% -26% -42% -34% -5%   -22%  
S&P 500 Max Drawdown -1% -25% -1% -2% -15% -7%   -9% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 5/6/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read GE Dip Buyer Analyses to see how the stock has fallen and recovered in the past.

Still not sure about GE or ISSC? Consider portfolio approach.

The Right Way To Invest Is Through Portfolios

Individual stocks are unpredictable. A smart portfolio helps you invest, limits downside shocks, and provides upside exposure.

Why settle for average market returns? The Trefis High Quality (HQ) Portfolio invests in a diverse group of 30 stocks that have collectively delivered stronger upside with reduced volatility compared to the broader indices. Discover the methodology behind these smoother, higher returns by checking the HQ Portfolio performance data.