GE vs GEV: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and GE Vernova Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
GE Aerospace ยท Industrials
$312.90
+3.4% upside to fair value
Med Conviction Grade C 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 GE GEV
Current Price $312.90 $951.82
Fair Value Estimate $323.41 $1,288.67
Upside to Fair Value +3.4% +35.4%
Market Cap $324.6B $253.5B
Forward P/E โ€” โ€”
EV / EBITDA 27.4x 28.2x
Price / Sales 6.4x 6.1x
Price / FCF 38.7x 20.5x
Revenue Growth YoY +21.1% +21.9%
Gross Margin 35.4% 20.2%
Operating Margin 20.8% 4.4%
Return on Equity 49.0% 83.4%
Dividend Yield 0.53% 0.18%
FCF Yield 2.58% 4.88%
Analyst Consensus Buy Strong Buy
Investment Thesis
GE โ€” GE Aerospace
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 โ€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 GE GEV
Zone Low $242.56 $966.50
Zone High $274.90 $1,095.37
In Buy Zone? No Yes
โ† GE Research    GEV Research โ†’    All Research