American Superconductor Corporation (AMSC)vsGE Vernova LLC (GEV)
AMSC
American Superconductor Corporation
$33.56
+4.19%
INDUSTRIALS · Cap: $1.60B
GEV
GE Vernova LLC
$923.69
+1.57%
INDUSTRIALS · Cap: $246.74B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 13525% more annual revenue ($38.07B vs $279.40M). AMSC leads profitability with a 46.7% profit margin vs 12.8%. AMSC appears more attractively valued with a PEG of 0.74. AMSC earns a higher WallStSmart Score of 74/100 (B).
AMSC
Strong Buy74
out of 100
Grade: B
GEV
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.9%
Fair Value
$142.27
Current Price
$33.56
$108.71 discount
Margin of Safety
-6.0%
Fair Value
$829.76
Current Price
$923.69
$93.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 36 in profit
Keeps 47 of every $100 in revenue as profit
Earnings expanding 4267.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Generating 1.8B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Distress zone — elevated risk
3.8% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AMSC
The strongest argument for AMSC centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 46.7% and operating margin at 6.2%. Revenue growth of 21.4% demonstrates continued momentum.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : AMSC
The primary concerns for AMSC are Market Cap, Altman Z-Score.
Bear Case : GEV
The primary concerns for GEV are Revenue Growth, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Key Dynamics to Monitor
AMSC profiles as a growth stock while GEV is a value play — different risk/reward profiles.
AMSC is growing revenue faster at 21.4% — sustainability is the question.
GEV generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMSC scores higher overall (74/100 vs 55/100), backed by strong 46.7% margins and 21.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Superconductor Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
American Superconductor Corporation provides megawatt-scale power resiliency solutions globally. The company is headquartered in Ayer, Massachusetts.
Visit Website →GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
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