How Does GE Vernova Stock Compare With Peers?
GE Vernova’s stock has surged over the past year with a 179% return, but how does its performance measure up against industrial peers? While boasting steady revenue growth and free cash flow, GEV currently exhibits lower operating margins and a premium valuation. Its substantial backlog and pivotal role in AI-driven grid modernization present upside, yet the loss-making Wind segment could temper future gains.
- GEV’s 3.7% operating margin, lowest among peers, suggests Wind segment challenges, while NEE’s 29.3% reflects stable regulated utility earnings.
- GEV’s 9.0% revenue growth, outpacing ETN, HON, EMR but lagging NEE, PWR, signals strong grid demand and AI infrastructure exposure.
- GEV’s 179.1% gain, outperforming peers, and 48.5 PE reflect strong investor confidence in its energy transition strategy and AI-driven demand.
Here’s how GE Vernova stacks up across size, valuation, and profitability versus key peers.
| GEV | ETN | HON | NEE | EMR | PWR | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 236.6 | 145.6 | 154.8 | 199.1 | 84.8 | 84.7 |
| Revenue ($ Bil) | 38.1 | 26.6 | 40.7 | 27.4 | 18.2 | 27.2 |
| PE Ratio | 48.5 | 37.1 | 25.3 | 29.1 | 36.7 | 83.2 |
| LTM Revenue Growth | 9.0% | 8.2% | 7.5% | 10.8% | 3.6% | 18.7% |
| LTM Operating Margin | 3.7% | 19.0% | 18.9% | 29.3% | 19.9% | 5.7% |
| LTM FCF Margin | 9.7% | 12.5% | 15.2% | 11.7% | 14.2% | 4.6% |
| 12M Market Return | 179.1% | 30.9% | 25.8% | 39.4% | 27.1% | 119.3% |
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 | 9.0% | 9.0% | 5.1% | 12.1% | |
| ETN | 8.2% | – | 7.3% | 11.8% | 5.7% |
| HON | 7.5% | – | 5.0% | 3.4% | 3.1% |
| NEE | 10.8% | 10.7% | -12.0% | 34.2% | |
| EMR | 3.6% | 3.0% | 15.3% | 9.9% | |
| PWR | 18.7% | – | 13.4% | 22.3% | 31.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| GEV | 3.7% | 3.6% | 1.3% | -2.8% | |
| ETN | 19.0% | – | 18.6% | 16.7% | 14.4% |
| HON | 18.9% | – | 19.9% | 19.3% | 18.1% |
| NEE | 29.3% | 29.3% | 28.8% | 35.0% | |
| EMR | 19.9% | 19.6% | 15.2% | 18.2% | |
| PWR | 5.7% | – | 5.5% | 5.2% | 4.9% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| GEV | 48.5 | 36.4 | 58.3 | � | |
| ETN | 37.1 | – | 33.4 | 41.2 | 39.0 |
| HON | 25.3 | – | 22.3 | 26.5 | 28.6 |
| NEE | 29.1 | 24.2 | 21.2 | 16.8 | |
| EMR | 36.7 | 32.6 | 36.0 | 4.2 | |
| PWR | 83.2 | – | 68.5 | 61.6 | 63.0 |
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