GEV vs ORCL: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
ORCL |
| Current Price |
$951.82 |
$149.12 |
| Fair Value Estimate |
$1,288.67 |
$216.22 |
| Upside to Fair Value |
+35.4%
|
+45.0%
|
| Market Cap |
$253.5B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
14.6x
|
| Price / Sales |
6.1x
|
6.0x
|
| Price / FCF |
20.5x
|
—
|
| Revenue Growth YoY |
+21.9%
|
+29.6%
|
| Gross Margin |
20.2%
|
63.9%
|
| Operating Margin |
4.4%
|
32.4%
|
| Return on Equity |
83.4%
|
42.6%
|
| Dividend Yield |
0.18% |
1.34% |
| FCF Yield |
4.88%
|
—
|
| 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,…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
GEV |
ORCL |
| Zone Low |
$966.50 |
$162.16 |
| Zone High |
$1,095.37 |
$183.79 |
| In Buy Zone? |
Yes
|
Yes
|