GE Vernova Stock vs Competition: Who Wins?
GE Vernova’s stock has soared 88% over the past year, far outpacing peer AZZ’s 21% gain. As a leader in electrification and decarbonization, GEV capitalizes on demand from AI data centers and grid modernization, evidenced by its 9.4% LTM revenue growth, well above AZZ’s 1.6%. However, its 3.7% LTM operating margin and 6.6% FCF margin lag AZZ’s 14.9% and 25.5% respectively. A 98x P/E ratio reflects high expectations for its projected $200 billion 2028 backlog and enhanced profitability targets in the booming energy transition.
- GEV’s 3.7% margin, lower vs AZZ’s 14.9%, reflects energy transition investment; AZZ benefits from high-margin metal coating services.
- GEV’s 9.4% revenue growth, outpacing AZZ, signals strong demand for grid modernization and energy transition solutions.
- GEV’s 87.5% gain and 98.2 PE reflect market optimism for its role in AI-driven power demand and energy transition.
Here’s how GE Vernova stacks up across size, valuation, and profitability versus key peers.
| GEV | AZZ | |
|---|---|---|
| Market Cap ($ Bil) | 167.1 | 3.3 |
| Revenue ($ Bil) | 37.7 | 1.6 |
| PE Ratio | 98.2 | 10.4 |
| LTM Revenue Growth | 9.4% | 1.6% |
| LTM Operating Margin | 3.7% | 14.9% |
| LTM FCF Margin | 6.6% | 25.5% |
| 12M Market Return | 87.5% | 21.5% |
Below we compare GEV’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| GEV | 9.4% | – | 5.1% | 12.1% | -10.2% |
| AZZ | 1.6% | 2.6% | 16.2% | 151.8% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| GEV | 3.7% | – | 1.3% | -2.8% | -9.7% |
| AZZ | 14.9% | 15.0% | 14.4% | 13.1% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| GEV | 98.2 | – | 58.3 | � | � |
| AZZ | 10.4 | 18.5 | 14.3 | -18.8 |
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