Why we don't show a single “fair value” for GE
Even the optimistic scenario of a conservative trailing-FCF model ($54.43) sits far below today's price — the market is paying for growth and durability beyond what this model structure captures. The honest lens is the question below: what growth does today's price actually require? The model scenarios are listed further down for reference.
What would today's price require?
$334.91 is justified only if free cash flow grows about +55.3% a year (fading to 2.5% long-run) at a 10.9% required return — faster than the company has actually grown.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 0.5%/yr | 11.9% | $33.08 |
| Base case | 2.0%/yr | 10.9% | $40.72 |
| Optimistic | 5.0%/yr | 9.9% | $54.43 |
| Third-party model estimate (FMP) | independent reference · retrieved Sep 8, 2026 · assumptions not provided | $60.30 | |
The FMP figure is a third-party point estimate. Its cash-flow forecast, discount rate, terminal growth, and valuation date are not included in the stored response, so TGMCharts presents it only as a reference—not as an intrinsic-value conclusion or price target.
Current Price
$334.91
Market-Implied Growth
+55.3%/yr
vs -7.7% 5Y actual
Base-Case Model Value
$40.72
model output — not a price target
Edit the assumptions to see how they change the estimated fair value. Opens seeded with TGM's data-driven base case for GE (growth from its own 5-year record, discount from its beta), so the sandbox starts where the scenarios above leave off. Illustrative model — not investment advice.
Base inputs: FCF $4.2B · 1.04B shares · net debt $8.1B
Estimated Fair Value
$40.72
-87.8% vs $334.91
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 2.0%/yr FCF growth and 10-year horizon fixed. Green = above today's $334.91; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 8.9% | $49.01 | $52.17 | $55.83 | $60.10 | $65.15 |
| 9.9% | $42.22 | $44.58 | $47.25 | $50.31 | $53.84 |
| 10.9% | $36.88 | $38.69 | $40.72 | $43.00 | $45.58 |
| 11.9% | $32.57 | $34.00 | $35.57 | $37.33 | $39.28 |
| 12.9% | $29.01 | $30.16 | $31.42 | $32.80 | $34.32 |
