Smith AO Corporation (AOS)vsGE Vernova LLC (GEV)
AOS
Smith AO Corporation
$66.90
+2.22%
INDUSTRIALS · Cap: $9.25B
GEV
GE Vernova LLC
$923.69
+1.57%
INDUSTRIALS · Cap: $246.74B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 894% more annual revenue ($38.07B vs $3.83B). AOS leads profitability with a 14.3% profit margin vs 12.8%. AOS appears more attractively valued with a PEG of 1.36. AOS earns a higher WallStSmart Score of 63/100 (C+).
AOS
Buy63
out of 100
Grade: C+
GEV
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.2%
Fair Value
$143.84
Current Price
$66.90
$76.94 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
Every $100 of equity generates 29 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Generating 1.8B in free cash flow
Areas to Watch
0.0% revenue growth
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 : AOS
The strongest argument for AOS centers on Return on Equity, Debt/Equity, P/E Ratio. PEG of 1.36 suggests the stock is reasonably priced for its growth.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : AOS
The primary concerns for AOS are Revenue Growth.
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
GEV is growing revenue faster at 3.8% — 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
AOS scores higher overall (63/100 vs 55/100). Both earn "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.
Smith AO Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
A. O. Smith Corporation is an American manufacturer of both residential and commercial water heaters and boilers and the largest manufacturer and marketer of water heaters in North America. It also supplies water treatment products in the Asian market.
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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