AMZN vs GEV: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and GE Vernova Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
Amazon.com, Inc. · Consumer Cyclical
$242.67
+22.0% upside to fair value
Grade B
High Quality
VS
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
AMZN has more upside to fair value
(+22.0%).
AMZN trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
GEV |
| Current Price |
$242.67 |
$1,014.75 |
| Fair Value Estimate |
$295.95 |
$850.00 |
| Upside to Fair Value |
+22.0%
|
-16.2%
|
| Market Cap |
$2,610.4B |
$270.3B |
| Forward P/E |
28.7x
|
34.3x
|
| EV / EBITDA |
14.4x
|
25.6x
|
| Price / Sales |
3.5x
|
6.6x
|
| Price / FCF |
-1056.0x
|
22.0x
|
| Revenue Growth YoY |
+16.6%
|
+15.0%
|
| Gross Margin |
50.6%
|
21.3%
|
| Operating Margin |
11.5%
|
5.9%
|
| Return on Equity |
23.3%
|
30.0%
|
| Dividend Yield |
0% |
0.17% |
| FCF Yield |
—
|
4.5%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Amazon.com, Inc. operates a diversified platform with core engines in retail, AWS cloud services, and advertising, leveraging a strong competitive moat driven by scale, logistics, and technology leadership. The company exhibits high business quality with 23.3% ROE, 16.6% revenue growth, and 76.7% earnings growth in the most recent quarter, supported by a widening moat in e-commerce and cloud. Des…
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
Accumulation Zones
| Metric |
AMZN |
GEV |
| Zone Low |
$221.96 |
$640.00 |
| Zone High |
$251.56 |
$723.00 |
| In Buy Zone? |
Yes
|
No
|