GEV vs VRT: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
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 |
VRT |
| Current Price |
$1,014.75 |
$333.05 |
| Fair Value Estimate |
$850.00 |
$183.18 |
| Upside to Fair Value |
-16.2%
|
-45.0%
|
| Market Cap |
$270.3B |
$127.9B |
| Forward P/E |
34.3x
|
81.8x
|
| EV / EBITDA |
25.6x
|
55.4x
|
| Price / Sales |
6.6x
|
11.8x
|
| Price / FCF |
22.0x
|
55.4x
|
| Revenue Growth YoY |
+15.0%
|
+30.1%
|
| Gross Margin |
21.3%
|
36.2%
|
| Operating Margin |
5.9%
|
18.5%
|
| Return on Equity |
30.0%
|
42.1%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
1.81%
|
| 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…
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
| Metric |
GEV |
VRT |
| Zone Low |
$640.00 |
$137.38 |
| Zone High |
$723.00 |
$155.70 |
| In Buy Zone? |
No
|
No
|