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GE Vernova Inc GEV

Morningstar Rating
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Stock XNYS Rating as of
$167.52 −3.99 (2.33%)
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As of Delayed Price Pre-Open: $165.81 −1.71
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Company Report

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GE Vernova: Gas Power Business Is Set to Benefit From Rising Electricity Demand

Brett Castelli

Rising electricity demand driven by artificial intelligence data centers and economywide electrification has garnered significant market interest in recent months. We view GE Vernova as well positioned to benefit from rising electricity demand given its generation (gas power, wind) and grid solutions offerings. We are increasing our fair value estimate for the company to $148 from $138 after incorporating upside to its gas power business from rising electricity demand. We view shares as fairly valued following outperformance since beginning trading in early April.

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Price vs Fair Value

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GEV is trading at a 774% premium.
Price
$167.52
Fair Value
$856.00
Uncertainty
High
1-Star Price
$461.70
5-Star Price
$27.40
Economic Moat
Xcys
Capital Allocation
Slzhspqb

Bulls Say, Bears Say

Bulls

GE Vernova enjoys leadership market positions in oligopolistic markets, including gas turbines and North American onshore wind.

Bears

GE Vernova's historical-margin and profitability track record has been inconsistent.

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News

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Trading Information

Previous Close Price
$171.51
Day Range
$165.12–171.20
52-Week Range
$115.00–185.50
Bid/Ask
$161.74 / $178.00
Market Cap
$45.91 Bil
Volume/Avg
53 / 4.6 Mil

Key Statistics

Price/Earnings (Normalized)
—
Price/Sales
1.35
Dividend Yield (Trailing)
—
Dividend Yield (Forward)
—
Total Yield
—

Company Profile

GE Vernova is a global leader in the electric power industry, with products and services that generate, transfer, convert, and store electricity. The company has three business segments: power, wind, and electrification. Power includes gas, nuclear, hydroelectric, and steam technologies, providing dispatchable power. The wind segment includes wind generation technologies, inclusive of onshore and offshore wind turbines and blades. Electrification includes grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, and storage of electricity from the point of generation to point of consumption.
Sector
Utilities
Industry
Utilities - Renewable
Stock Style Box
Mid Growth
Total Number of Employees
—
Website
https://www.gevernova.com

Competitors

Valuation

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Metric
GEV
ABBN
VWS
Price/Earnings (Normalized)
 —25.13181.11
Price/Book Value
 5.088.117.17
Price/Sales
 1.353.281.44
Price/Cash Flow
 76.3524.6733.25
Price/Earnings
GEV
ABBN
VWS

Financial Strength

Metric
GEV
ABBN
VWS
Quick Ratio
 0.640.830.50
Current Ratio
 0.991.231.06
Interest Coverage
 5.2219.59−0.10
Quick Ratio
GEV
ABBN
VWS

Profitability

Metric
GEV
ABBN
VWS
Return on Assets (Normalized)
 −0.60%8.77%0.65%
Return on Equity (Normalized)
 −3.35%27.51%4.65%
Return on Invested Capital (Normalized)
 −2.46%15.88%2.62%
Return on Assets
GEV
ABBN
VWS
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