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 2026-09-26.
GE Aerospace Β· Industrials
$312.90
+3.4% upside to fair value
Med Conviction Grade C High Quality
VS
Vertiv Holdings Co Β· Industrials
$253.28
+8.2% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
VRT has more upside to fair value (+8.2%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GE VRT
Current Price $312.90 $253.28
Fair Value Estimate $323.41 $274.15
Upside to Fair Value +3.4% +8.2%
Market Cap $324.6B $97.5B
Forward P/E β€” β€”
EV / EBITDA 27.4x 38.8x
Price / Sales 6.4x 8.5x
Price / FCF 38.7x 33.3x
Revenue Growth YoY +21.1% +24.1%
Gross Margin 35.4% 37.5%
Operating Margin 20.8% 19.1%
Return on Equity 49.0% 42.1%
Dividend Yield 0.53% 0.1%
FCF Yield 2.58% 3.0%
Analyst Consensus Buy Strong Buy
Investment Thesis
GE β€” 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 …
VRT β€” Vertiv Holdings Co
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
Metric GE VRT
Zone Low $242.56 $205.61
Zone High $274.90 $233.03
In Buy Zone? No No
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