GEV vs GOOGL: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Alphabet Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Alphabet Inc. · Communication Services
$342.36
+16.6% 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 — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
GOOGL |
| Current Price |
$951.82 |
$342.36 |
| Fair Value Estimate |
$1,288.67 |
$399.26 |
| Upside to Fair Value |
+35.4%
|
+16.6%
|
| Market Cap |
$253.5B |
$4,143.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
12.9x
|
| Price / Sales |
6.1x
|
9.3x
|
| Price / FCF |
20.5x
|
78.1x
|
| 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% |
0.25% |
| FCF Yield |
4.88%
|
1.28%
|
| 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,…
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Accumulation Zones
| Metric |
GEV |
GOOGL |
| Zone Low |
$966.50 |
$299.44 |
| Zone High |
$1,095.37 |
$339.37 |
| In Buy Zone? |
Yes
|
No
|