GE vs GEV: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and GE Vernova Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
VS
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
GEV has more upside to fair value
(-16.2%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
GEV |
| Current Price |
$360.35 |
$1,014.75 |
| Fair Value Estimate |
$267.03 |
$850.00 |
| Upside to Fair Value |
-25.9%
|
-16.2%
|
| Market Cap |
$376.5B |
$270.3B |
| Forward P/E |
42.3x
|
34.3x
|
| EV / EBITDA |
33.4x
|
25.6x
|
| Price / Sales |
7.8x
|
6.6x
|
| Price / FCF |
50.5x
|
22.0x
|
| Revenue Growth YoY |
+21.1%
|
+15.0%
|
| Gross Margin |
36.1%
|
21.3%
|
| Operating Margin |
21.0%
|
5.9%
|
| Return on Equity |
46.2%
|
30.0%
|
| Dividend Yield |
0% |
0.17% |
| FCF Yield |
1.98%
|
4.5%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 |
GE |
GEV |
| Zone Low |
$200.27 |
$640.00 |
| Zone High |
$226.98 |
$723.00 |
| In Buy Zone? |
No
|
No
|