General Dynamics Corp (NYSE:GD)

CAPS Rating: 3 out of 5

The Company's business comprises of business aviation; land and expeditionary combat vehicles and systems, armaments, and munitions; shipbuilding and marine systems; and mission-critical information systems and technologies.

Caps

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All Players

1,308 Outperform
79 Underperform
 

All-Star Players

305 Outperform
11 Underperform
 

Wall Street

22 Outperform
1 Underperform
 

Top GD Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

XMFRendezvous (85.24)
Submitted July 18, 2018

General Dynamics is a keen capital allocator and lone supplier key military equipment. The M1 Abrams Tank, and Strkyer System are high performance armored vehicles with long lifecycles of recurring revenue due to constant upgrades. With the Trump… More

pinkvolkswagen (< 20)
Submitted September 26, 2007

It's a great company, BUT.....Lots of people have made lots of $ over the past 5 years on GD. As uncertainty about the Dems winning the presidency mounts next year, andthe consequent impact on defense spending, people will look to lock in their… More

GD VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about GD.

Recs

1
Member Avatar XMFRendezvous (85.24) Submitted: 7/18/2018 5:37:15 PM : Outperform Start Price: $194.94 GD Score: +0.82

General Dynamics is a keen capital allocator and lone supplier key military equipment. The M1 Abrams Tank, and Strkyer System are high performance armored vehicles with long lifecycles of recurring revenue due to constant upgrades. With the Trump administration increasing military spending the Army is prioritizing modernizing its vehicles upgrading M1's to the M1A1 configuration as well as adding more gun systems to the Stryker troop transports, GD is perhaps set to benefit more than any other defense company.

Pressure from the EU on Western European countries to limit trade with Russia could spark demand for US armored vehicles, in terrain where armor assets are decisive. GD’s M1A1 is the only worldwide competitor to Russia’s T-90 tank. General Dynamics also manufactures the Virginia-class attack submarine which are still under long-term contracts, as well as every CEO’s favorite private Jet, the Gulfstream.

General Dynamics highly engineered, and high performing products, as well as the switching costs associated with the modernization efforts provide General Dynamics with a strong competitive advantage.

GD boasts strong ROE, and has a healthy balance sheet, and a strong shareholder-friendly culture. The company has grown dividends at a 10% CAGR the last five years yielding 1.9%. GD’s total shareholder yield is more impressive at 3% especially considering a FCF dividend coverage ratio of over 3X. General Dynamics currently trades at the lowest forward multiple in it’s defense peer group.

CEO Phebe Novakovic since taking over the role in in 2011, has gradually increased operating margins citing wanting to return to company to culture the described in The Outsiders -- a that book praised the Shareholder friendly nature of the company during the 1990s.

General Dynamics presents a stable dividend play that could prove timely with political tailwinds in their favor.

Recs

0
Member Avatar redrover1001 (38.71) Submitted: 7/9/2018 1:25:10 PM : Outperform Start Price: $192.06 GD Score: +1.31

below MS Fair Value

Recs

0
Member Avatar TMFReubenGBrewer (43.61) Submitted: 11/30/2017 9:07:03 AM : Underperform Start Price: $201.53 GD Score: +9.15

The stock price looks expensive, along with the broader defense industry

Leaderboard

Find the members with the highest scoring picks in GD.

Score Leader

shortbus09

shortbus09 (96.20) Score: +304.99

The Score Leader is the player with the highest score across all their picks in GD.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
shortbus09 96.20 3/20/2009 Outperform 5Y $30.12 +579.59% +274.59% +304.99 0 Comment
afreakout 65.89 3/20/2009 Outperform NS $30.00 +582.12% +277.95% +304.17 0 Comment
ironlizard 32.67 3/23/2009 Outperform 5Y $30.68 +567.09% +274.70% +292.39 0 Comment
lehisanchez 99.69 3/23/2009 Outperform NS $30.68 +567.09% +274.70% +292.39 0 Comment
Jay857 50.51 3/23/2009 3/2/2011 Outperform 5Y $30.68 +567.09% +274.70% +292.39 0 Comment
jb3041 90.54 3/23/2009 Outperform NS $30.68 +567.09% +274.70% +292.39 0 Comment
gowcats 94.86 3/13/2009 Outperform 3Y $29.76 +587.76% +296.09% +291.67 0 Comment
TMFGreenwave 42.32 3/13/2009 Outperform 3Y $30.05 +581.03% +291.24% +289.79 0 Comment
Bisharra 35.22 3/13/2009 Outperform 3M $30.01 +581.92% +293.20% +288.72 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. WKSMDPICKEM 27.30 3/9/2009 Outperform 5Y $28.66 +614.08% +337.16% +276.92 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.64 11/10/2014 Outperform 3W $131.14 +56.06% +43.15% +12.91 0 Comment
TrackJimCramer 85.64 12/17/2013 Underperform 3W $89.43 +57.46% +14.18% -43.28 11/10/2014 @ $140.82 0 Comment
TrackCitigroup 89.51 8/19/2013 Outperform NS $75.74 +170.20% +76.28% +93.92 0 Comment
TrackJimCramer 85.64 11/30/2012 Outperform 3W $64.58 +41.60% +25.68% +15.92 12/17/2013 @ $91.44 0 Comment
TrackZacks < 20 9/26/2012 Underperform 3M $66.11 +2.54% -1.59% -4.13 10/24/2012 @ $67.79 1 Comment
TrackGoldmanSach 75.08 5/24/2012 Underperform NS $56.02 +265.34% +120.15% -145.19 0 Comment
TrackCRTCapital 59.17 5/2/2012 Underperform NS $64.86 +39.47% +28.57% -10.90 12/11/2013 @ $90.46 0 Comment
TrackZacks < 20 3/27/2012 Underperform 3M $73.01 -7.54% -0.92% +6.62 4/30/2012 @ $67.50 1 Comment
TrackRSElDorados 29.30 3/16/2012 Outperform 5Y $62.97 +225.02% +108.06% +116.96 0 Comment
TrackPoisedTo < 20 1/20/2012 Outperform 5Y $62.54 +227.27% +122.49% +104.78 0 Comment
TrackRSElDorados 29.30 1/10/2012 Outperform 5Y $69.24 +2.53% +4.16% -1.64 2/7/2012 @ $70.99 0 Comment
TrackZacks < 20 9/22/2011 Outperform 3M $55.41 +7.47% +2.53% +4.94 10/7/2011 @ $59.55 1 Comment
TrackZacks < 20 6/28/2011 Outperform 3M $73.27 -0.85% +1.72% -2.57 7/14/2011 @ $72.65 1 Comment
TrackArgus 85.80 2/8/2011 Outperform NS $70.32 +60.55% +41.93% +18.62 5/20/2014 @ $112.90 0 Comment
TrackJimCramer 85.64 11/16/2010 Underperform 3W $61.97 +7.32% +20.30% +12.99 11/30/2012 @ $66.50 0 Comment
TrackRBCCapMkts 85.27 9/8/2010 Outperform NS $48.85 +318.98% +165.78% +153.20 0 Comment
TrackOppenheimer 71.42 8/2/2010 Outperform NS $59.63 +18.36% +18.70% -0.33 1/26/2012 @ $70.58 0 Comment
TrackBarclaysCap 89.12 7/7/2010 Outperform NS $49.64 +312.32% +177.82% +134.50 0 Comment
TrackHSBC < 20 6/17/2010 Outperform NS $54.62 +274.68% +160.06% +114.63 0 Comment
TrackDeutscheSec 84.81 6/8/2010 Outperform NS $51.52 +297.24% +176.01% +121.23 0 Comment
Anonymous331 35.02 6/1/2010 Outperform NS $63.92 +10.42% +22.69% -12.27 1/26/2012 @ $70.58 0 Comment
TrackZacks < 20 4/7/2010 Outperform 3M $76.06 +1.22% +0.86% +0.35 4/29/2010 @ $76.98 1 Comment
TrackGoldmanSach 75.08 3/29/2010 Outperform 5Y $77.27 -6.62% -1.56% -5.06 5/10/2010 @ $72.15 2 Comments
TrackUBS 92.22 3/4/2010 Outperform NS $58.78 +248.18% +159.66% +88.52 0 Comment
TrackCreditSuiss 89.02 11/5/2009 Outperform NS $52.05 +293.23% +176.74% +116.49 0 Comment
TrackDreman < 20 9/30/2009 Outperform 1Y $61.91 +13.23% +21.59% -8.36 12/31/2010 @ $70.10 0 Comment
TrackCollinsStew 73.53 9/28/2009 Outperform NS $51.73 +295.63% +178.48% +117.15 0 Comment
TrackZacks < 20 7/29/2009 Outperform 3M $54.55 +16.02% +9.55% +6.47 9/16/2009 @ $63.29 1 Comment
TrackMorganKeeg 73.09 6/2/2009 Outperform NS $56.82 +23.66% +34.30% -10.64 1/3/2011 @ $70.26 0 Comment
TrackGGreenberg 92.35 5/27/2009 Outperform 1Y $56.00 +14.47% +17.30% -2.83 9/23/2009 @ $64.10 1 Comment
TrackJimCramer 85.64 4/24/2009 Outperform 3W $47.14 +39.04% +36.35% +2.69 11/17/2010 @ $65.54 0 Comment
TrackArgus 85.80 4/14/2009 Outperform NS $42.46 +33.27% +24.57% +8.70 8/27/2010 @ $56.59 0 Comment
TrackCitigroup 89.51 4/9/2009 Underperform NS $39.72 +112.28% +95.55% -16.74 8/19/2013 @ $84.32 0 Comment
TrackJefferies 79.34 3/6/2009 Outperform NS $29.40 +596.13% +328.19% +267.94 0 Comment
TrackBerkowitz 83.59 2/17/2009 Outperform 1Y $41.76 +390.09% +270.72% +119.38 3 Comments
TrackJimCramer 85.64 12/10/2008 Underperform 3W $53.49 -8.06% -3.83% +4.23 4/25/2009 @ $49.18 0 Comment
Anonymous331 35.02 11/13/2008 Outperform NS $53.22 +46.54% +34.75% +11.79 3/29/2010 @ $77.98 0 Comment
TrackStanfordRes < 20 11/13/2008 Outperform NS $52.38 +32.84% +60.04% -27.20 4/17/2012 @ $69.58 0 Comment
TrackZacks < 20 11/12/2008 Outperform 3M $56.70 -20.75% -0.01% -20.73 4/11/2009 @ $44.94 1 Comment
TrackWinters 51.65 5/30/2008 Outperform 1Y $71.96 +184.43% +115.32% +69.11 4 Comments
TrackWellsFargo 86.43 1/24/2008 Outperform NS $62.56 +227.13% +126.28% +100.85 0 Comment
TrackZacks < 20 11/28/2007 Outperform 3M $88.48 -31.85% -32.84% +0.99 10/20/2008 @ $60.30 1 Comment
TrackSoros 87.62 9/30/2007 Outperform NS $65.34 +213.21% +100.50% +112.71 1 Comment
TrackEveillard 94.49 9/30/2007 Outperform NS $65.34 +213.21% +100.50% +112.71 1 Comment
TrackUBS 92.22 7/11/2007 Outperform NS $77.28 -3.06% -20.84% +17.78 9/26/2008 @ $74.92 0 Comment
TrackCharlesPayn < 20 6/8/2007 Outperform 3M $62.10 +229.54% +104.37% +125.17 0 Comment
TrackLehmanBros < 20 6/7/2007 Outperform NS $70.56 -1.39% -8.90% +7.51 4/17/2012 @ $69.58 0 Comment
TrackMichaelSivy 98.17 3/20/2007 Outperform 1Y $58.87 +247.62% +118.98% +128.64 0 Comment
TrackCowenandCo 81.00 1/8/2007 Outperform NS $58.27 +251.25% +120.12% +131.14 0 Comment
TrackFortune2007 65.58 12/20/2006 Outperform 1Y $56.99 +259.08% +118.12% +140.96 0 Comment
TrackBroadpointAmTech < 20 10/26/2006 Outperform NS $63.89 +8.91% -0.46% +9.37 4/17/2012 @ $69.58 0 Comment
TrackBofASec 92.44 10/2/2006 Outperform NS $55.64 +267.83% +132.13% +135.70 0 Comment
TrackJimCramer 85.64 9/26/2006 Outperform 3W $69.86 -22.29% -32.50% +10.21 12/11/2008 @ $54.29 0 Comment
TrackAGEdwards < 20 9/14/2006 Outperform NS $68.67 +15.77% +8.98% +6.79 1/25/2007 @ $79.50 0 Comment
TrackJimCramer 85.64 8/9/2006 Underperform 3W $66.43 +8.48% +5.56% -2.91 9/27/2006 @ $72.06 0 Comment
TrackJimCramer 85.64 3/27/2006 Outperform 3W $64.84 +2.45% -2.74% +5.19 8/9/2006 @ $66.43 0 Comment

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