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GE Vernova

NYQ:GEV · US36828A1016
Electrical EquipmentX-Large

360

73
EV / EBIT17
Price / Owner Earnings67
Owner Earnings Yield94
Dividend Yield63
Price/Sales18
EV / Gross Profit8
Price/Book7
Return on Capital57
Cash Return on Capital100
Return on Equity100
EBIT Margin21
Gross Profitability14
Cash Conversion23
Accruals19
Owner Earnings Margin96
Sales growth72
Profit Growth100
Long-Term EPS Growth82
Owner Earnings Growth95
Reinvestment45
Price momentum71
Debt load71
Refinancing9
Debt Payback100
Liquidity—
Analyst ratings68
Opinion Changes63
Price Target Upside91
Market mood93
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

GE Vernova generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryElectrical Equipment
SizeX-Large
TypePublic Company
ExchangeNYSE
Founded2023
Employees25,032
Websitegevernova.com
ISINUS36828A1016
Last UpdateApr 2, 2026
Indices
S&P 500 (USA)
Themes
Battery Energy Storage System (BESS)CleanTechUtility Scale SolarAdvanced NuclearEnergy StorageOnshore and Offshore WindConventional NuclearPower GridClean EnergyEnergyEnergy EfficiencySustainability

Description

GE Vernova Inc. designs, manufactures, delivers, and services technologies to create a more reliable, secure, and sustainable electric power system, enabling electrification and decarbonization, underpinning the progress and prosperity of the communi…

Analysis

Middle-of-the-road

GE Vernova Inc. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is expensive. You pay 27.4× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 10% yearly growth; analysts expect 32%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is sturdy. The company scores 18/20 on our value-creation score: strong value creator.

What to watch: Some accounting patterns deserve a closer look. Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →