GEV vs GS: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and The Goldman Sachs Group, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
VS
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
QuantHub Verdict
GEV has more upside to fair value
(-16.2%).
GS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
GS |
| Current Price |
$1,014.75 |
$1,045.91 |
| Fair Value Estimate |
$850.00 |
$575.25 |
| Upside to Fair Value |
-16.2%
|
-45.0%
|
| Market Cap |
$270.3B |
$308.6B |
| Forward P/E |
34.3x
|
23.6x
|
| EV / EBITDA |
25.6x
|
15.9x
|
| Price / Sales |
6.6x
|
3.1x
|
| Price / FCF |
22.0x
|
-7.4x
|
| Revenue Growth YoY |
+15.0%
|
-35.0%
|
| Gross Margin |
21.3%
|
47.4%
|
| Operating Margin |
5.9%
|
17.8%
|
| Return on Equity |
30.0%
|
15.3%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Accumulation Zones
| Metric |
GEV |
GS |
| Zone Low |
$640.00 |
$431.44 |
| Zone High |
$723.00 |
$488.96 |
| In Buy Zone? |
No
|
No
|