GE vs NVDA: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
NVDA |
| Current Price |
$308.35 |
$182.08 |
| Fair Value Estimate |
$171.94 |
$290.00 |
| Upside to Fair Value |
-44.2%
|
+59.3%
|
| Market Cap |
$325.2B |
$4,425.5B |
| Forward P/E |
37.8x
|
—
|
| EV / EBITDA |
27.9x
|
31.4x
|
| Price / Sales |
7.2x
|
21.0x
|
| Price / FCF |
45.2x
|
46.9x
|
| Revenue Growth YoY |
+18.5%
|
+65.5%
|
| Gross Margin |
36.8%
|
71.1%
|
| Operating Margin |
19.1%
|
60.4%
|
| Return on Equity |
46.6%
|
76.3%
|
| Dividend Yield |
0.44% |
0.02% |
| FCF Yield |
2.21%
|
2.13%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
GE |
NVDA |
| Zone Low |
$128.96 |
$218.00 |
| Zone High |
$146.15 |
$250.00 |
| In Buy Zone? |
No
|
Yes
|