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GE Vernova Inc. GEV SPXR3KAI

Industrials · Specialty Industrial Machinery · United States
https://www.gevernova.com
Company Profile ↓
$941.95
+48.84% 1Y
Mkt Cap$250.87B
P/E26.98
P/B22.06
Div. Yield0.20%
52W High$1,174.86
52W Low$546.95
Book Value$44.90
EPS (TTM)$34.91

Company Overview

GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. The company operates through three segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies. It serves industrial, government, and other customers. The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment provides grid solutions; power conversion; electrification software; and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 82.6%, reflecting efficient use of shareholder capital.

Reasonable Valuation

Trades at a P/E of 27.0, below the sector median of 27.4.

Healthy Margins

Maintains a net profit margin of 23.0%.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.28.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $38.07B (+9.0% YoY); net profit $4.88B.
  • Trailing 12 Months Year-on-year growth — revenue +21.9%, earnings +32.8%.
  • 5-Year Trend Long-term compounding — revenue CAGR 8.7%.

Growth & Price Performance

Compounded Sales Growth

5 Years:8.68%
1 Year:21.90%

Compounded Profit Growth

5 Years:-
1 Year:32.80%

Stock Price Performance

1 Year:+48.84%
6 Months:+19.48%
3 Months:+0.94%
1 Month:-5.83%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI AI Power / Grid
Core Focus

Gas turbines (HA-class) and grid equipment for new AI data-center capacity.

Key Initiatives
  • Power equipment for AI demand GE Vernova supplies gas turbines, grid equipment and electrification gear needed to power surging AI-data-centre electricity demand.
  • Grid software & analytics Its grid-software business uses AI/analytics to manage increasingly complex, renewable-heavy grids.
  • Electrification backlog AI-driven load growth is lifting orders for grid and power-generation equipment.
Why Investors Should Care
  • An 'AI power' play — data-centre electricity demand drives gas-turbine and grid orders.
  • Strong returns (ROE ~76%) and a large electrification backlog.
  • Diversified across gas, grid and wind energy.
  • Wind-segment losses and execution are risks; valuation reflects the power-demand theme.
AI InvestmentCapacity expansion for HA turbines (sold out through 2028).
AI RevenuePower & Grid backlog at records.
ROI (Now)Margin inflecting from restructuring.
ROI (Expected)AI-driven capacity additions sustain orders multi-year.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 82.6%.
  • Excellent profit margin of 23.0%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
26.98
Industry PE
27.38
Forward P/E
37.94
PEG Ratio
1.70
Book Value
$44.90
Price to Book
22.06
P/S
6.38
EV/EBITDA
65.17
Dividend Yield
0.20%

Growth (CAGR)

Revenue 5Y
8.68%
Profit 5Y
-
Revenue (YoY)
21.90%
Earnings (YoY)
32.80%

Profitability & Returns

ROCE
6.30%
ROE
82.58%
ROA
2.54%
Profit Margin
23.04%
Op Margin
7.47%
Gross Margin
20.57%
EPS (Latest Qtr)
$2.47
EPS (TTM)
$34.91

Balance Sheet & Liquidity

Debt/Equity
0.28
Quick Ratio
0.56
Current Ratio
0.85
Debt
$3.72B
Total Assets
$80.80B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.13%
Chg in Prom Hold
0.00%
FII / Inst Holding
81.66%
Chg in FII Hold
-0.02%

Financial Snapshot

Enterprise Value
$250.87B
Total Revenue (TTM)
$41.37B
EBITDA
$3.93B
Free Cash Flow
$15.72B
Operating Cash Flow
$14.14B
Shares Outstanding
266.33M
Gross Margin
20.57%
Payout Ratio
5.73%

Peer comparison

Peer companies in the same sector (Industrials).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 GEV GE Vernova Inc. SPXR3KAI 941.95 26.98 $250.87B 0.20% 6.30% 82.58% 8.68% -
2 SPCX Space Exploration Technologies Corp. R3KAIDEFENCE 147.95 -134.50 $1.12T 0.00% -3.22% -11.95% 34.08% -3.34%
3 CAT Caterpillar Inc. SPXR3K 813.94 35.05 $374.15B 0.76% 17.98% 56.97% 2.29% 5.24%
4 GE GE Aerospace SPXR3KDEFENCE 337.12 39.85 $349.78B 0.50% 9.52% 48.23% -7.42% -5.36%
5 RTX RTX Corporation SPXR3KDEFENCE 200.79 35.41 $270.62B 1.31% 8.28% 12.27% 2.61% 2.62%
6 DE Deere & Company SPXR3K 693.53 39.29 $187.33B 1.05% 12.53% 18.35% 3.43% 5.10%
7 UNP Union Pacific Corporation SPXR3K 291.88 23.83 $173.40B 1.92% 15.22% 39.70% 2.30% 7.77%
8 BA The Boeing Company SPXR3KDEFENCE 212.25 76.08 $167.63B 0.00% -9.01% - 1.67% -3.28%
9 ETN Eaton Corporation plc SPXR3KAI 410.85 41.84 $159.53B 0.98% 11.53% 19.68% 4.73% 10.38%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Revenue 6.82B8.12B8.25B7.26B8.20B8.91B8.03B9.11B9.97B9.34B11.10B
Gross Profit 919.00M1.15B1.05B1.15B1.70B1.11B1.47B1.85B1.90B1.78B2.36B
Operating Income -469.00M-341.00M-307.00M-289.00M527.00M-359.00M43.00M378.00M366.00M179.00M653.00M
Net Income -315.00M-150.00M-170.00M-130.00M1.29B-96.00M254.00M514.00M452.00M4.75B668.00M
Diluted EPS --0.55-0.62-0.474.65-0.350.911.861.6417.442.47
R&D Expense 202.00M216.00M223.00M237.00M237.00M243.00M239.00M282.00M310.00M304.00M334.00M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 29.65B33.24B34.94B38.07B
Gross Profit 3.46B4.82B6.08B7.54B
Operating Income -2.88B-923.00M471.00M1.39B
Net Income -2.74B-438.00M1.55B4.88B
Diluted EPS -10.00-1.605.5817.69
R&D Expense 979.00M896.00M982.00M1.20B

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --46.12B51.48B63.02B
Total Equity 13.73B11.61B7.42B9.55B11.18B
Total Liabilities --37.74B40.89B50.72B
Current Liabilities --29.31B31.68B40.97B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -114.00M1.19B2.58B4.99B
Investing Cash Flow -322.00M-734.00M-37.00M-755.00M
Financing Cash Flow 811.00M-408.00M3.65B-3.81B
Share Buybacks -043.00M3.32B
Dividends Paid -00275.00M

Ratios (Annual)

Figures in %.

Metric Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 11.7%14.5%17.4%19.8%
Operating Margin % -9.7%-2.8%1.3%3.6%
Net Margin % -9.2%-1.3%4.4%12.8%
ROE % -23.6%-5.9%16.3%43.7%
ROCE % --5.5%2.4%6.3%

Shareholding Pattern

Insiders
0.13%
Institutions
81.66%
Public Float
81.76%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.17% 21.76M $19.85B
2 Vanguard Capital Management LLC 6.59% 17.55M $16.01B
3 FMR, LLC 6.06% 16.15M $14.73B
4 State Street Corporation 4.42% 11.77M $10.73B
5 Geode Capital Management, LLC 2.38% 6.35M $5.79B
6 JPMORGAN CHASE & CO 2.35% 6.25M $5.70B
7 Morgan Stanley 2.15% 5.72M $5.21B
8 Capital World Investors 1.88% 5.01M $4.57B
9 Vanguard Portfolio Management LLC 1.77% 4.72M $4.31B
10 Fisher Asset Management, LLC 1.34% 3.56M $3.25B

Analyst View

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Latest News

Recent headlines for GEV

Google News Wed, 02 Sep 2026

GEV Stock Rises 37.5% YTD: Time to Lock in Gains or Ride the Wave? - Yahoo Finance

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Google News Sun, 23 Aug 2026

Is GE Vernova Under $1,000 a Bargain or a Trap? Here's the Honest Answer. - The Motley Fool

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Google News Fri, 28 Aug 2026

GE Vernova: Sold Out Through 2030 - Seeking Alpha

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Google News ue, 01 Sep 2026

The Engine Behind GEV Stock Has Real Parts - Trefis

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Google News hu, 03 Sep 2026

Four new nuclear reactors are planned for Sweden. The first is expected in the mid-2030s. - Stock Titan

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Google News Fri, 04 Sep 2026

GEV|Ge Vernova Inc|Price:941.950|Chg%:+0.110 - tradingkey.com

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GEV — Frequently Asked Questions

What is the current share price of GE Vernova Inc. (GEV)?

As of 2026-09-07 16:24 PDT, GE Vernova Inc. (GEV) trades at $941.95 on NYSE. Its 52-week range is $546.95 to $1,174.86.

What is the market capitalisation of GEV?

GE Vernova Inc. (GEV) has a market capitalisation of $250.87B on NYSE.

What is the P/E ratio of GEV?

GEV trades at a trailing price-to-earnings (P/E) ratio of 26.98. The industry average P/E is 27.38. Its price-to-book (P/B) ratio is 22.06.

Does GEV pay a dividend?

GE Vernova Inc. (GEV) currently offers a dividend yield of 0.20%.

What is the return on equity (ROE) of GEV?

GEV has a return on equity (ROE) of 82.58%. Its return on capital employed (ROCE) is 6.30%.

Is GEV a good stock to buy?

This page provides a data-driven analysis of GE Vernova Inc. (GEV), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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