GEV vs UNH: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
UNH |
| Current Price |
$951.82 |
$375.21 |
| Fair Value Estimate |
$1,288.67 |
$481.06 |
| Upside to Fair Value |
+35.4%
|
+28.2%
|
| Market Cap |
$253.5B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
15.0x
|
| Price / Sales |
6.1x
|
0.8x
|
| Price / FCF |
20.5x
|
14.4x
|
| Revenue Growth YoY |
+21.9%
|
+0.4%
|
| Gross Margin |
20.2%
|
22.5%
|
| Operating Margin |
4.4%
|
4.8%
|
| Return on Equity |
83.4%
|
14.6%
|
| Dividend Yield |
0.18% |
2.41% |
| FCF Yield |
4.88%
|
6.95%
|
| 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,…
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
| Metric |
GEV |
UNH |
| Zone Low |
$966.50 |
$360.80 |
| Zone High |
$1,095.37 |
$408.90 |
| In Buy Zone? |
Yes
|
Yes
|