GE Vernova Inc.
Electronic & Other Electrical Equipment (No Computer Equip)
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.
It is a $267B technology company. Revenue grew 13.0% over the last year, and it keeps 23¢ of every dollar of sales as profit. It trades at 28.1× earnings — near the lowest of its own history.
- Website
- gevernova.com
- Location
- Cambridge, MA
- Employees
- 75 000
- Sector
- Technology
- Founded
- 2023
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong profitability and quality; Growth, Health and Moat lag behind.
Valuation54
- P/E vs own history9th pct · 25/25
- FCF yield4.7% · 12/25
- P/S6.5x · 12/25
- EV/EBITDA36.5x · 5/25
Growth6
- Revenue CAGR3.6% · 6/25
- Net income CAGRn/a · 0/25
- EPS CAGR ~5Yn/a · 0/25
- Fwd implied growth-25.0% · 0/25
Profitability95
- ROIC209.6% · 25/25
- ROE83.4% · 25/25
- Net margin23.0% · 25/25
- Operating margin15.4% · 20/25
Health24
- Altman Z2.77 · 18/25
- Current ratio0.85 · 6/25
- Interest coverage-0.0x · 0/25
- Net cash / debtn/a · 0/25
Quality85
- Piotroski F6/9 · 15/25
- Beneish M-2.34 · 20/25
- FCF conversion131% · 25/25
- Margin stabilityσ 3.1% · 25/25
Moat23
- ROIC >12% years2/4 yrs · 13/25
- Median gross margin16.1% · 0/25
- FCF-positive years3/5 yrs · 10/25
- Worst-year net marginworst -9.2% · 0/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- FY2025FinancialBest year on record$4.88B net income
- FY2024FinancialTurned profitable$1.55B net income after a loss year
- 2023AcquisitionGE HealthCare was spun off in January 2023, followed by the spin-off of GE's energy businesses in April 2024 to…
- Feb 28, 2023FoundedIn preparation for the spin-off, GE Vernova, LLC was founded on February 28, 2023
- Jan 4, 2023ProductGE Healthcare was the first to be spun off, on January 4, 2023
- 2022AcquisitionFrance's EDF and General Electric agreed on a takeover of a major part of GE Steam Power (formerly…
- FY2021FinancialRevenue already above $10B$33.0B in first reported year
- 2016AcquisitionGeneral Electric announced the acquisition of LM Wind Power, a Danish company that is one of its…
- 2015AcquisitionThe Franco-American subsidiary GE Renewable Energy was created from the acquisition of the energy…
- Apr 24, 2014AcquisitionThe first information was published about General Electric's partial takeover of Alstom for $13…
- 2012ProductGE Power was created following the spin-off of GE Energy
- 1900MilestoneGE Vernova operates an Advanced Research Center in Niskayuna, New York, co-located on the historic GE Research…
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- Strongly profitable — 23.0% net margin
- Revenue growing 13.0% year over year
- Strong cash conversion — FCF is 30.1% of revenue
- High returns on invested capital (ROIC 209.6%)
Watch-outs
- Thin interest coverage (-0.0×)
- Loss-making in 3 of the recent years
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+13.0% YoY
- Profitable — makes more than it spends$9.53B TTM
- Profit growing — earnings are higher than last year+214.7% YoY
- Generates cash — cash left after running and investing$12.4B TTM
- Debt under control — could handle its obligationscurrent ratio 0.85
- Established company — not a micro-cap — lower blow-up risk$267B market cap
- Not printing shares — share count not ballooning — you keep your slice+0.7% shares over ~5y
- Proven track record — years of profitability behind it2/5 profitable years
- Financially stable — balance sheet not near distressAltman Z 2.8 — grey
- Pays a dividend — returns cash to shareholdersyield 0.15%
- Valuation not extreme — price not wildly above earningsP/E 28.1
Peer comparisonGE Vernova Inc. vs 6 largest technology peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| GEV this company | $267.1B | 28.1 | +13.0% | 23.0% | Mixed |
| NVDA Nvidia Corp | $5.5T | 28.6 | +83.4% | 63.7% | Mixed |
| AAPL Apple Inc. | $4.9T | 38.1 | +14.2% | 27.6% | Strong |
| GOOGL Alphabet Inc. | $4.3T | 17.6 | +20.1% | 54.8% | Mixed |
| MSFT Microsoft Corp | $4.0T | 29.7 | +17.8% | 40.3% | Strong |
| SPCX Space Exploration Technologies Corp. | $2.1T | — | +33.2% | -34.0% | Strained |
| META Meta Platforms, Inc. | $1.8T | 26.9 | +27.7% | 29.8% | Mixed |
Head-to-head: GEV vs NVDA · GEV vs AAPL · GEV vs GOOGL
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2021–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/GEV
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of GEV on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $1 003.07 · market cap $267B.