GEV vs RTX: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and RTX 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
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
GEV has more upside to fair value
(-16.2%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GEV |
RTX |
| Current Price |
$1,014.75 |
$185.60 |
| Fair Value Estimate |
$850.00 |
$138.81 |
| Upside to Fair Value |
-16.2%
|
-25.2%
|
| Market Cap |
$270.3B |
$249.9B |
| Forward P/E |
34.3x
|
34.3x
|
| EV / EBITDA |
25.6x
|
18.3x
|
| Price / Sales |
6.6x
|
2.8x
|
| Price / FCF |
22.0x
|
29.9x
|
| Revenue Growth YoY |
+15.0%
|
+8.7%
|
| Gross Margin |
21.3%
|
20.2%
|
| Operating Margin |
5.9%
|
10.9%
|
| Return on Equity |
30.0%
|
11.2%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
3.34%
|
| 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…
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
| Metric |
GEV |
RTX |
| Zone Low |
$640.00 |
$104.11 |
| Zone High |
$723.00 |
$117.99 |
| In Buy Zone? |
No
|
No
|