GE vs VRT: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and Vertiv Holdings Co β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-18.
GE Aerospace Β· Industrials
$308.35
-44.2% upside to fair value
Grade D High Quality
VS
Vertiv Holdings Co Β· Industrials
$307.34
-11.3% upside to fair value
Grade D High Quality
QuantHub Verdict
VRT has more upside to fair value (-11.3%). GE trades at a lower forward P/E (37.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GE VRT
Current Price $308.35 $307.34
Fair Value Estimate $171.94 $272.65
Upside to Fair Value -44.2% -11.3%
Market Cap $325.2B $117.6B
Forward P/E 37.8x 88.2x
EV / EBITDA 27.9x 55.3x
Price / Sales 7.2x 11.5x
Price / FCF 45.2x 61.2x
Revenue Growth YoY +18.5% +7.6%
Gross Margin 36.8% 34.8%
Operating Margin 19.1% 18.2%
Return on Equity 46.6% 40.3%
Dividend Yield 0.44% 0%
FCF Yield 2.21% 1.63%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GE β€” GE Aerospace
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…
VRT β€” Vertiv Holdings Co
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
Metric GE VRT
Zone Low $128.96 $204.49
Zone High $146.15 $231.75
In Buy Zone? No No
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