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 2026-07-25.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
ORCL |
| Current Price |
$1,014.75 |
$184.31 |
| Fair Value Estimate |
$850.00 |
$210.13 |
| Upside to Fair Value |
-16.2%
|
+14.0%
|
| Market Cap |
$270.3B |
$530.1B |
| Forward P/E |
34.3x
|
31.0x
|
| EV / EBITDA |
25.6x
|
20.4x
|
| Price / Sales |
6.6x
|
7.9x
|
| Price / FCF |
22.0x
|
-22.4x
|
| Revenue Growth YoY |
+15.0%
|
+20.6%
|
| Gross Margin |
21.3%
|
65.8%
|
| Operating Margin |
5.9%
|
30.8%
|
| Return on Equity |
30.0%
|
50.4%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
GEV |
ORCL |
| Zone Low |
$640.00 |
$157.60 |
| Zone High |
$723.00 |
$178.61 |
| In Buy Zone? |
No
|
No
|