GE Vernova Inc. (GEV) Stock

GE Vernova Inc. (GEV) is a Industrials stock trading at $1079.63 (as of 2026-07-20), with a market capitalization of $290.12B and a trailing P/E of 30.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

GE Vernova Inc. operates in the electricity generation and related energy sectors, with activities across Power, Wind, and Electrification. Its Power segment generates and sells electricity using hydro, gas, nuclear, and steam technologies, while Wind relates to wind turbine components and Electrification covers grid and energy conversion solutions including solar and storage.

Understand GE Vernova Inc.: how it makes money

GE Vernova makes and sells electrical power solutions, including generating and selling electricity, manufacturing wind turbine blades, and providing grid, power conversion, solar, and storage solutions.

GE Vernova’s profit engine is closely tied to order intake across Power and Electrification, reflected by a book-to-bill ratio of 1.3 and sizable reported orders in both areas, which then feed into revenue and mix across Power, Services, and Equipment.

Revenue by segment (latest quarter)
Power$4.8B
Wind$2.2B
Electrification$2.2B

Business quality (Mixed): The company shows a low operating margin (1.9%) alongside a positive order intake signal (book-to-bill 1.3) across its Power and Electrification businesses, with revenue split among Power, Wind, and Electrification.

Valuation: At 32× earnings, GEV trades 8% below the Electrical Equipment average (35×). Note: one-time items can distort reported P/E.

Bull case

  • Order intake signal is positive: Book-to-bill ratio is 1.3 in the operational KPI candidates.
  • Large activity across multiple segments: Reported operational KPIs show Electrification orders (USD_B 7.1) and Power orders (USD_B 7.1), matching the company’s three-segment structure (Power, Wind, Electrification).

Bear case

  • Thin profitability: Latest period operating margin is 1.9%, which can leave less room to absorb cost or execution issues.
  • Business is project and equipment order driven: Key operating measures include orders and book-to-bill, so revenue performance can be sensitive to the timing of turning orders into recognized results.
Valuation — source: SEC EDGAR (first-party)
Price$1079.63
Market Cap$290.12B
P/E Ratio30.9
EV / EBITDA129.8
Price / Book19.26
Price / Sales7.37
FCF Yield2.6%
DCF Value (model)$158.12
DCF Upside vs Price-85.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$38.07B
Net Margin12.8%
Revenue Growth (YoY)16.3%
EPS Growth (YoY)1818.5%
FCF Growth (YoY)391.4%
Financial Health — source: SEC EDGAR
Altman Z-Score4.24 (safe)
Piotroski F-Score7/9 (strong)
Valuation vs Sector & Industry
Stock P/E30.9
Sector P/E (Industrials)28.4
Industry P/E (Electrical Equipment)41.3
vs Sector8.9%
vs Industry-25.0%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($18.24B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorIndustrials
IndustryElectrical Equipment
CEOScott L. Strazik
Employees76,800
CountryUS
IPO Date2024-03-27

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GEV earnings history · GEV institutional & insider holders · GEV KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.