GE - General Electric And Siemens: Why The Winner Is A Much Better Investment
Article Thesis
In the industrial sector, there are several large-scale companies that are active in a wide array of sub-industries, among them General Electric (GE) and Siemens AG (SIEGY). Even though they oftentimes target the same markets, their fates have differed a lot over the last couple of years. Siemens has been a much stronger performer, and I will lay out why I believe that this will remain the case over the coming years as well.
Same Industry, But Different Outcomes
Factors such as a company's balance sheet strength, margin performance, decisions by management regarding