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GE Vernova Inc. (the Company, GE Vernova, our, we, or us) is a global leader in the electric power industry, with products and services that generate, transfer, orchestrate, convert, and store electricity. We design, manufacture, deliver, and service technologies to create a more reliable, secure, and sustainable electric power system, enabling electrification and decarbonization, underpinning …
$959.36
$10.31 (-1.06%)
Price from 2 days ago
Operating margin is thin at 3.65%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 9.0%, steady but not accelerating.
At 28x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
28.0x earnings, 34.7x FCF. Not cheap, the quality is already reflected in the price. Upside from here requires either margin expansion or growth re-acceleration, not just continuation.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$39.38B
▲ +9.0% YoY
Net Income (TTM)
$9.38B
▲ +214.7% YoY
Op. Margin
3.87%
▲ +2.3pp YoY
ROIC
9.63%
▲ +5.7pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$7.53B
▲ +118.2% YoY
Op. Cash Flow (TTM)
$9.01B
▲ +93.1% YoY
Net Debt
-$6.11B
Net Cash Position
Cash & Equiv.
$10.17B
3Y CAGR: +8.7%
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