Buy, Sell or Hold: General Dynamics Corp. (GD-N) — Stock Predictions at Stockchase

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NYSE:GD

220.45

1.78 (0.81%) 1d

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COMMENT

Raytheon vs. General Dynamics When analyzing a company, look at its peers as well. In this case, Raytheon offers a buffer to only the defence business--commercial aerospace. Two-thirds of revenues come from commercial, the rest in defence. The former is a great opportunity because more planes will be produced as the economy improves. Meanwhile, defence offers stability. Prefers Raytheon.

transportation equip & components

BUY

Was one of top picks a few weeks ago. There is a great demand for its products such as making systems for submarines and combat systems for some European allies. It is inflation protected since the contracts are cost plus. Own it for the long term.

transportation equip & components

TOP PICK

4 areas: tech, marine systems, aerospace, combat systems. Marine systems segment provided main growth right now. Most of their contracts are cost+, which gives them built-in inflation protection if costs go up. Demand by wealthy for private air travel. US won't cut military spending anytime soon. Yield is 2.21%, has grown at 10% a year for the last 5 years and likely to continue. (Analysts’ price target is $234.24)

transportation equip & components

BUY

It trades in line with peers at a reasonable 15x PE. Their cyber-defence division makes up a serious slice of its revenues. He likes this. The defence budget under Biden is still growing but not as quickly as before. That said, the defence industry will always see growth, but it's a matter of how fast or slow. Looking ahead, defence in general will focus on cyberattacks.

transportation equip & components

BUY

A defensive company that has made an acquisition in the cyber defence business. Future wars will be won and lost in this platform. Trades at 15x earnings. A good entry into this. Highly acquisitive.

transportation equip & components

BUY

GD vs. LMT vs. RTX When analyzing a company, you also want to analyze its peers. This is the case with Lockheed Martin. Instead, look at General Dynamics. They acquired CSRA, entrenched in cyber defense, and this is where corporate and government money will be invested. Also see Raytheon, a hybrid of a commercial application with a defense contractor. RTX has great promise, undervalued, considerable cashflow in the future.

transportation equip & components

BUY

Lockheed-Martin? In this space, he prefers the cheaper GD in 2018 bought CSRA which is in cyberdefence and A.I. Now, it's a little depressed because of the commercial side, but it has a lot of potential.

transportation equip & components

DON'T BUY

An interesting space. Up this month. Something like Lockheed Martin might be less expensive. GD hasn't performed as well as Lockheed or Raytheon, so he likes those names a bit more.

transportation equip & components

DON'T BUY

Raytheon has been the winner in defence this year. GD, though, has no growth; their backlog fell in the last quarter. But aerospace revenues were up and they improved their margin. Combat systems revenue was up 14%. IT down 11%. Guidance hasn't changed vs. peers who expect the government to increase spending. Ethically, he isn't in this sector--he doesn't want to own arms and weapons. GD is in the middle of the pack.

transportation equip & components

BUY

GD vs. Raytheon Both are fine businesses. He owns both. GD has the business jet as well as their marine business (submarines for the US Navy); barrier to entry is strong. GD also has an IT division, a decent business. Raytheon makes missiles and well-positioned to sell to US allies; they also do electronic warfare.

transportation equip & components

BUY

They are in defence and business jets. They're not recession-proof, but their customers are rich who will continue to buy in a recession. The price is attractive now. Trades at a low 15x forward earnings.

transportation equip & components

BUY

They just scored a big, new contract, and will do well in the long term.

transportation equip & components

PAST TOP PICK

(A Top Pick Apr 16/18, Down 21%) Still owns and likes it. All the defence stocks have pulled back, so this is now attractive at 14x forward earnings.They make nuclear subs for the government and a refurbishment program will last years. They also make executive Gulfstream jets.

transportation equip & components

PAST TOP PICK

(A Top Pick Mar 08/18, Down 24%) A defence company with 25% of revenues from aerospace. They make business jets. Their multiple shrunk from 20x to 14x earnings in the past year, which is now attractive. Short-term their margins will slip from 17% last year to 5-6% this year. She expects margins to pick up next year as the planes ramp up. An IT services purchase on the defense side needs time to intergrate. Their marine division accounts for a quarter of their profits. They're in the process of refurbishing that fleet. Today, this stock is attractive. They increase their dividend 10% last week.

transportation equip & components

HOLD

How to analyze this company? GD is a complex company, but look at the industry: What are threats from new competition? Disruption from the consumer side? How is it successful in their industry? Who are the sector leader(s)? What is the relative valuation? GD is a global leader in military aerospace. They own Gulf Stream (which competes with Bombardier). U.S. defense stocks have done very well and have run up, so he would hold most of them now. So, buy them on a pullback.

transportation equip & components

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General Dynamics Corp.(GD-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for General Dynamics Corp. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

General Dynamics Corp.(GD-N) Frequently Asked Questions

What is General Dynamics Corp. stock symbol?

General Dynamics Corp. is a American stock, trading under the symbol GD-N on the New York Stock Exchange (GD). It is usually referred to as NYSE:GD or GD-N

Is General Dynamics Corp. a buy or a sell?

In the last year, 1 stock analyst published opinions about GD-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for General Dynamics Corp..

Is General Dynamics Corp. a good investment or a top pick?

General Dynamics Corp. was recommended as a Top Pick by on . Read the latest stock experts ratings for General Dynamics Corp..

Why is General Dynamics Corp. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is General Dynamics Corp. worth watching?

1 stock analyst on Stockchase covered General Dynamics Corp. In the last year. It is a trending stock that is worth watching.

What is General Dynamics Corp. stock price?

On 2022-09-28, General Dynamics Corp. (GD-N) stock closed at a price of $220.45.

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