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 2026-09-26.
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
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 |
VRT |
| Current Price |
$951.82 |
$253.28 |
| Fair Value Estimate |
$1,288.67 |
$274.15 |
| Upside to Fair Value |
+35.4%
|
+8.2%
|
| Market Cap |
$253.5B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
38.8x
|
| Price / Sales |
6.1x
|
8.5x
|
| Price / FCF |
20.5x
|
33.3x
|
| Revenue Growth YoY |
+21.9%
|
+24.1%
|
| Gross Margin |
20.2%
|
37.5%
|
| Operating Margin |
4.4%
|
19.1%
|
| Return on Equity |
83.4%
|
42.1%
|
| Dividend Yield |
0.18% |
0.1% |
| FCF Yield |
4.88%
|
3.0%
|
| 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,…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
GEV |
VRT |
| Zone Low |
$966.50 |
$205.61 |
| Zone High |
$1,095.37 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|