Skip to Content
US Videos

Wide-Moat GE Has Come a Long Way

The firm has done a great job of focusing its portfolio back on its industrial strengths, says Morningstar analyst Barbara Noverini.


Barbara Noverini: We believe that General Electric (GE) has come a long way from the troubles that plagued its captive finance segment, GE Capital, since the financial crisis. The company has done a really great job at repositioning its portfolio in support of the businesses that make up the heart of the industrial powerhouse that we've always known. We believe that General Electric has a wide economic moat for three main reasons.

First, its world-renowned research organization develops proprietary technology, patents that are intangible assets that allow the company to commercialize its innovative technology.

Barbara Noverini does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.