GEV vs TSLA: Which Is the Better Buy?

Side-by-side comparison of GE Vernova Inc. and Tesla, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
GE Vernova Inc. ยท Industrials
$951.82
+35.4% upside to fair value
Med Conviction Grade B High Quality
VS
Tesla, Inc. ยท Consumer Cyclical
$372.11
+45.0% upside to fair value
Med Conviction Grade C
QuantHub Verdict
TSLA has more upside to fair value (+45.0%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric GEV TSLA
Current Price $951.82 $372.11
Fair Value Estimate $1,288.67 $539.56
Upside to Fair Value +35.4% +45.0%
Market Cap $253.5B $1,469.7B
Forward P/E โ€” โ€”
EV / EBITDA 28.2x 121.7x
Price / Sales 6.1x 14.2x
Price / FCF 20.5x 209.1x
Revenue Growth YoY +21.9% +25.5%
Gross Margin 20.2% 18.9%
Operating Margin 4.4% 4.2%
Return on Equity 83.4% 4.6%
Dividend Yield 0.18% 0%
FCF Yield 4.88% 0.48%
Analyst Consensus Strong Buy Hold
Investment Thesis
GEV โ€” GE Vernova Inc.
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,โ€ฆ
TSLA โ€” Tesla, Inc.
Tesla, Inc. designs, manufactures and sells electric vehicles and energy generation and storage systems, operating through Automotive and Energy Generation and Storage segments with 134,785 full-time employees and a market capitalization of $1,469.67 billion at a share price of $372.11. The business quality is mixed: revenue grew 25.5% year over year in the most recent quarter, but earnings fell โ€ฆ
Accumulation Zones
Metric GEV TSLA
Zone Low $966.50 $404.67
Zone High $1,095.37 $458.63
In Buy Zone? Yes Yes
โ† GEV Research    TSLA Research โ†’    All Research