GEV vs MAR: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Marriott International, 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
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MAR has more upside to fair value
(-3.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
MAR |
| Current Price |
$1,014.75 |
$366.24 |
| Fair Value Estimate |
$850.00 |
$353.64 |
| Upside to Fair Value |
-16.2%
|
-3.4%
|
| Market Cap |
$270.3B |
$96.6B |
| Forward P/E |
34.3x
|
—
|
| EV / EBITDA |
25.6x
|
23.8x
|
| Price / Sales |
6.6x
|
3.7x
|
| Price / FCF |
22.0x
|
31.6x
|
| Revenue Growth YoY |
+15.0%
|
+6.2%
|
| Gross Margin |
21.3%
|
21.4%
|
| Operating Margin |
5.9%
|
16.0%
|
| Return on Equity |
30.0%
|
-74.1%
|
| Dividend Yield |
0.17% |
0.75% |
| FCF Yield |
4.5%
|
3.17%
|
| 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…
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Accumulation Zones
| Metric |
GEV |
MAR |
| Zone Low |
$640.00 |
$265.23 |
| Zone High |
$723.00 |
$300.59 |
| In Buy Zone? |
No
|
No
|