ETN vs GEV: Which Is the Better Buy?

Side-by-side comparison of Eaton Corporation plc and GE Vernova Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
Eaton Corporation plc ยท Industrials
$438.76
+32.2% upside to fair value
Med Conviction Grade B High Quality
VS
GE Vernova Inc. ยท Industrials
$951.82
+35.4% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
GEV has more upside to fair value (+35.4%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric ETN GEV
Current Price $438.76 $951.82
Fair Value Estimate $579.99 $1,288.67
Upside to Fair Value +32.2% +35.4%
Market Cap $170.4B $253.5B
Forward P/E โ€” โ€”
EV / EBITDA 29.6x 28.2x
Price / Sales 5.7x 6.1x
Price / FCF 37.9x 20.5x
Revenue Growth YoY +21.4% +21.9%
Gross Margin 35.9% 20.2%
Operating Margin 17.7% 4.4%
Return on Equity 19.6% 83.4%
Dividend Yield 0.99% 0.18%
FCF Yield 2.64% 4.88%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
ETN โ€” Eaton Corporation plc
Eaton Corporation plc is a Dublin-headquartered power management company with roughly 97,303 employees, operating electrical, aerospace, vehicle and eMobility segments that supply power distribution, circuit protection, power quality and reliability equipment and services. The business quality is high: TTM gross margin of 35.9%, TTM operating margin of 17.7%, TTM net margin of 12.8% and ROE of 19โ€ฆ
GEV โ€” GE Vernova Inc.
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,โ€ฆ
Accumulation Zones
Metric ETN GEV
Zone Low $434.99 $966.50
Zone High $492.99 $1,095.37
In Buy Zone? Yes Yes
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