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GE Vernova Inc GEV

Morningstar Rating
$179.57 +10.81 (6.41%)
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Company Report

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

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.

Price vs Fair Value

GEV is trading at a 491% premium.
Price
$179.57
Fair Value
$671.00
Uncertainty
High
1-Star Price
$486.30
5-Star Price
$32.50
Economic Moat
Nrrg
Capital Allocation
Lgbstvh

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

Trading Information

Previous Close Price
$168.76
Day Range
$166.33180.25
52-Week Range
$115.00182.78
Bid/Ask
$179.64 / $180.00
Market Cap
$49.22 Bil
Volume/Avg
3.4 Mil / 4.8 Mil

Key Statistics

Price/Earnings (Normalized)
Price/Sales
1.45
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

Competitors

Valuation

Metric
GEV
ENR
ABBN
Price/Earnings (Normalized)
25.36
Price/Book Value
5.441.928.19
Price/Sales
1.450.653.31
Price/Cash Flow
81.8424.90
Price/Earnings
GEV
ENR
ABBN

Financial Strength

Metric
GEV
ENR
ABBN
Quick Ratio
0.640.560.83
Current Ratio
0.990.921.23
Interest Coverage
5.22−2.1019.59
Quick Ratio
GEV
ENR
ABBN

Profitability

Metric
GEV
ENR
ABBN
Return on Assets (Normalized)
−0.60%−11.69%8.77%
Return on Equity (Normalized)
−3.35%−57.03%27.51%
Return on Invested Capital (Normalized)
−2.46%−37.56%15.88%
Return on Assets
GEV
ENR
ABBN
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