GEV vs JNJ: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Johnson & Johnson — 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
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
GEV has more upside to fair value
(-16.2%).
JNJ trades at a lower forward P/E
(29.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
JNJ |
| Current Price |
$1,014.75 |
$253.85 |
| Fair Value Estimate |
$850.00 |
$198.76 |
| Upside to Fair Value |
-16.2%
|
-21.7%
|
| Market Cap |
$270.3B |
$611.1B |
| Forward P/E |
34.3x
|
29.3x
|
| EV / EBITDA |
25.6x
|
19.2x
|
| Price / Sales |
6.6x
|
6.3x
|
| Price / FCF |
22.0x
|
34.3x
|
| Revenue Growth YoY |
+15.0%
|
+9.9%
|
| Gross Margin |
21.3%
|
69.1%
|
| Operating Margin |
5.9%
|
26.9%
|
| Return on Equity |
30.0%
|
26.3%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
2.91%
|
| Analyst Consensus |
Buy
|
Buy
|
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…
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,…
Accumulation Zones
| Metric |
GEV |
JNJ |
| Zone Low |
$640.00 |
$149.07 |
| Zone High |
$723.00 |
$168.95 |
| In Buy Zone? |
No
|
No
|