GE Vernova Inc.

NYSE:GEV Stock Report

Market Cap: US$230.0b

GE Vernova Valuation

Is GEV undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of GEV when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: GEV ($853.16) is trading above our estimate of future cash flow value ($681.72)

Significantly Below Future Cash Flow Value: GEV is trading above our estimate of future cash flow value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for GEV?

Key metric: As GEV is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for GEV. This is calculated by dividing GEV's market cap by their current earnings.
What is GEV's PE Ratio?
PE Ratio47.1x
EarningsUS$4.88b
Market CapUS$229.95b

Price to Earnings Ratio vs Peers

How does GEV's PE Ratio compare to its peers?

The above table shows the PE ratio for GEV vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average44.6x
ETN Eaton
33.9x14.01%US$138.7b
RTX RTX
37.9x10.26%US$255.3b
VRT Vertiv Holdings Co
72.1x21.98%US$96.1b
GE General Electric
34.4x8.30%US$295.5b
GEV GE Vernova
47.1x20.86%US$230.0b

Price-To-Earnings vs Peers: GEV is expensive based on its Price-To-Earnings Ratio (47.1x) compared to the peer average (44.6x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

How does GEV's PE Ratio compare vs other companies in the US Electrical Industry?

4 CompaniesPrice / EarningsEstimated GrowthMarket Cap
STEM Stem
0.5x-99.51%US$74.54m
HLGN Heliogen
0.3xn/aUS$10.50m
ADNH Advent Technologies Holdings
1.8xn/aUS$1.40m
FLCX flooidCX
0.05xn/aUS$87.50k
No more companies available in this PE range
GEV 47.1xIndustry Avg. 31.5xNo. of Companies4PE01632486480+
4 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: GEV is expensive based on its Price-To-Earnings Ratio (47.1x) compared to the US Electrical industry average (31.5x).

Price to Earnings Ratio vs Fair Ratio

What is GEV's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

GEV PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio47.1x
Fair PE Ratio73.6x

Price-To-Earnings vs Fair Ratio: GEV is good value based on its Price-To-Earnings Ratio (47.1x) compared to the estimated Fair Price-To-Earnings Ratio (73.6x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst GEV forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$853.16
US$874.72
+2.53%
12.30%US$1,100.00US$600.00n/a30
Mar ’27US$873.60
US$836.98
-4.19%
12.48%US$1,019.00US$560.00n/a30
Feb ’27US$726.37
US$809.92
+11.50%
14.55%US$1,019.00US$500.00n/a30
Jan ’27US$653.57
US$755.38
+15.58%
13.80%US$1,000.00US$485.00n/a28
Dec ’26US$576.90
US$683.10
+18.41%
11.36%US$769.00US$420.00n/a27
Nov ’26US$585.14
US$678.93
+16.03%
11.34%US$760.00US$420.00n/a27
Oct ’26US$606.15
US$660.45
+8.96%
15.28%US$760.00US$280.00n/a27
Sep ’26US$612.97
US$650.75
+6.16%
15.65%US$760.00US$280.00n/a27
Aug ’26US$656.50
US$631.95
-3.74%
17.29%US$760.00US$280.00n/a27
Jul ’26US$506.00
US$454.62
-10.15%
19.77%US$600.00US$279.12n/a27
Jun ’26US$472.98
US$437.67
-7.47%
18.31%US$546.00US$279.12n/a28
May ’26US$382.29
US$398.01
+4.11%
14.18%US$500.00US$279.12n/a30
Apr ’26US$315.64
US$405.16
+28.36%
14.85%US$500.00US$265.00n/a29
Mar ’26US$335.18
US$416.30
+24.20%
14.59%US$500.00US$265.00US$873.6027
Feb ’26US$372.88
US$414.42
+11.14%
15.99%US$500.00US$265.00US$726.3724
Jan ’26US$328.93
US$366.50
+11.42%
12.84%US$420.00US$254.00US$653.5724
Dec ’25US$334.12
US$328.90
-1.56%
15.74%US$410.00US$212.00US$576.9022
Nov ’25US$301.09
US$302.46
+0.46%
13.53%US$374.00US$207.00US$585.1421
Oct ’25US$256.53
US$239.37
-6.69%
16.32%US$300.00US$182.00US$606.1521
Sep ’25US$201.00
US$199.24
-0.88%
9.54%US$221.00US$147.00US$612.9716
Aug ’25US$174.03
US$194.09
+11.53%
11.26%US$220.00US$147.00US$656.5015
Jul ’25US$167.52
US$177.24
+5.80%
10.49%US$211.83US$147.00US$506.0014
Jun ’25US$175.90
US$169.55
-3.61%
9.71%US$197.00US$138.00US$472.9811
May ’25US$151.67
US$161.50
+6.48%
7.02%US$177.00US$138.00US$382.2910
US$874.72
Fair Value
2.5% undervalued intrinsic discount
30
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/29 03:21
End of Day Share Price 2026/03/27 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

GE Vernova Inc. is covered by 42 analysts. 29 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin KalloBaird
Julian MitchellBarclays
Ameet ThakkarBMO Capital Markets Equity Research