GEV vs KO: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and The Coca-Cola Company — 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 Coca-Cola Company · Consumer Defensive
$84.92
-10.2% upside to fair value
Grade C
High Quality
QuantHub Verdict
KO has more upside to fair value
(-10.2%).
KO trades at a lower forward P/E
(26.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GEV |
KO |
| Current Price |
$1,014.75 |
$84.92 |
| Fair Value Estimate |
$850.00 |
$76.30 |
| Upside to Fair Value |
-16.2%
|
-10.2%
|
| Market Cap |
$270.3B |
$365.4B |
| Forward P/E |
34.3x
|
26.6x
|
| EV / EBITDA |
25.6x
|
20.7x
|
| Price / Sales |
6.6x
|
7.4x
|
| Price / FCF |
22.0x
|
29.1x
|
| Revenue Growth YoY |
+15.0%
|
+12.1%
|
| Gross Margin |
21.3%
|
61.7%
|
| Operating Margin |
5.9%
|
29.3%
|
| Return on Equity |
30.0%
|
43.6%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
3.44%
|
| Analyst Consensus |
Buy
|
Strong 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…
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a durable competitive moat driven by its strong brand and extensive distribution network. The business quality is high, evidenced by a 43.6% return on equity, robust gross margin of 61.7%, and solid revenue and earnings growth of 12.1% and 17.8% respectively in the most recent quarter. Despite the…
Accumulation Zones
| Metric |
GEV |
KO |
| Zone Low |
$640.00 |
$57.22 |
| Zone High |
$723.00 |
$64.85 |
| In Buy Zone? |
No
|
No
|