General Electric Co (GE) Stock — Forensic Analysis, Red Flags & Rating | Stockonomy · Stockonomy
Forensic Analysis · Industrials / Manufacturing / Defense · as of Sep 24, 2026
General Electric Co (GE)
A forensic read on General Electric Co built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
B · Sound & dependable
Forensic grade
Safe
Financial health
5.9
Distress distance
Clean
Earnings quality
4
Forensic signals
36.5
P / E (ttm)
46.6%
ROE
$331.8B
Market cap
0.27%
Dividend yield
18.5%
Revenue growth
This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence, going concern, valuation). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.
General Electric Co earns a B (Sound & dependable) forensic quality grade, and its balance-sheet distress test reads 5.9, placing it in the Safe zone. 4 forensic signals were flagged in its latest SEC filings, led by cash conversion.
What the filings flag
0.75×
FY2023–FY2025
Cash conversion.Over FY2023–FY2025, cumulative operating cash flow was 0.75× cumulative net income. Cash is lagging reported profit. The shortfall is profit tied up in working capital rather than collected — the accrual and receivables lines below show where.
9.3%
FY2025
Return on invested capital.Return on invested capital is 9.3% in the latest fiscal year and rising across FY2023–FY2025 from 7%. The capital base behind it came down -35% across FY2023–FY2025, from $142.3B to $92.9B, so this is a return struck on a smaller base rather than a record of money put to work.
104% of FCF
FY2025
Shareholder returns.Returned $7.6B to shareholders (buybacks + dividends) in FY2025 — 104% of free cash flow. That is $287M (4%) more than free cash flow covered. New debt covered it: total debt rose $1.2B over FY2025. That ratio has been CLIMBING past free cash flow — 28% of free cash flow two years back — not just sitting there. Counting the $325M of stock-based comp paid out in shares on top of that, the combined claim on free cash flow is 108%.
$251M
FY2024–FY2024
Goodwill impairments.Took $251M of goodwill writedowns across 1 year (FY2024 ($251M)) — about 4% of net income over the span. Writedowns mean past acquisitions underperformed what was paid for them.
Key fundamentals
Latest Revenue$45.85B
Revenue Growth YoY+18.5%
Revenue CAGR (2yr)+13.9%
Net Margin19.0%
Free Cash Flow$7.26B
Return on Equity46.6%
Debt / Equity1.10x
The forensic grade and screens above are free — no account needed. Want the AI investment read on top — the 0–100 rating, thesis, bull-vs-bear, red flags and the 12-month scenario, written from General Electric Co's actual 10-K/10-Q/8-K filings?