GEV vs VRTV: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Veritiv 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
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
GEV has more upside to fair value
(-16.2%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GEV |
VRTV |
| Current Price |
$1,014.75 |
$169.99 |
| Fair Value Estimate |
$850.00 |
$96.38 |
| Upside to Fair Value |
-16.2%
|
-43.3%
|
| Market Cap |
$270.3B |
$2.3B |
| Forward P/E |
34.3x
|
7.1x
|
| EV / EBITDA |
25.6x
|
5.4x
|
| Price / Sales |
6.6x
|
0.3x
|
| Price / FCF |
22.0x
|
10.0x
|
| Revenue Growth YoY |
+15.0%
|
-19.0%
|
| Gross Margin |
21.3%
|
22.7%
|
| Operating Margin |
5.9%
|
5.9%
|
| Return on Equity |
30.0%
|
48.6%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
9.99%
|
| Analyst Consensus |
Buy
|
Hold
|
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…
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
| Metric |
GEV |
VRTV |
| Zone Low |
$640.00 |
$72.28 |
| Zone High |
$723.00 |
$81.92 |
| In Buy Zone? |
No
|
No
|