GEV vs GOOG: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Alphabet Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
GE Vernova Inc. ยท Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Alphabet Inc. ยท Communication Services
$334.98
+15.8% 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 |
GEV |
GOOG |
| Current Price |
$951.82 |
$334.98 |
| Fair Value Estimate |
$1,288.67 |
$387.82 |
| Upside to Fair Value |
+35.4%
|
+15.8%
|
| Market Cap |
$253.5B |
$4,065.3B |
| Forward P/E |
โ
|
โ
|
| EV / EBITDA |
28.2x
|
12.7x
|
| Price / Sales |
6.1x
|
9.1x
|
| Price / FCF |
20.5x
|
76.4x
|
| Revenue Growth YoY |
+21.9%
|
+24.2%
|
| Gross Margin |
20.2%
|
60.9%
|
| Operating Margin |
4.4%
|
33.1%
|
| Return on Equity |
83.4%
|
50.8%
|
| Dividend Yield |
0.18% |
0.26% |
| FCF Yield |
4.88%
|
1.31%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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,โฆ
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.โฆ
Accumulation Zones
| Metric |
GEV |
GOOG |
| Zone Low |
$966.50 |
$290.87 |
| Zone High |
$1,095.37 |
$329.65 |
| In Buy Zone? |
Yes
|
No
|