GEV vs HD: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and The Home Depot, 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
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
HD has more upside to fair value
(+44.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
HD |
| Current Price |
$951.82 |
$292.18 |
| Fair Value Estimate |
$1,288.67 |
$421.26 |
| Upside to Fair Value |
+35.4%
|
+44.2%
|
| Market Cap |
$253.5B |
$291.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
14.7x
|
| Price / Sales |
6.1x
|
1.7x
|
| Price / FCF |
20.5x
|
19.2x
|
| Revenue Growth YoY |
+21.9%
|
+5.7%
|
| Gross Margin |
20.2%
|
33.2%
|
| Operating Margin |
4.4%
|
12.4%
|
| Return on Equity |
83.4%
|
102.7%
|
| Dividend Yield |
0.18% |
3.18% |
| FCF Yield |
4.88%
|
5.2%
|
| 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,…
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
Accumulation Zones
| Metric |
GEV |
HD |
| Zone Low |
$966.50 |
$315.94 |
| Zone High |
$1,095.37 |
$358.07 |
| In Buy Zone? |
Yes
|
Yes
|