Smith AO Corporation (AOS)vsGE Vernova LLC (GEV)
AOS
Smith AO Corporation
$57.20
+0.33%
INDUSTRIALS · Cap: $8.14B
GEV
GE Vernova LLC
$933.61
-3.09%
INDUSTRIALS · Cap: $243.67B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 933% more annual revenue ($39.38B vs $3.81B). GEV leads profitability with a 23.8% profit margin vs 13.8%. AOS appears more attractively valued with a PEG of 1.55. GEV earns a higher WallStSmart Score of 67/100 (B-).
AOS
Buy53
out of 100
Grade: C-
GEV
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.8%
Fair Value
$78.07
Current Price
$57.20
$20.87 premium
Intrinsic value data unavailable for GEV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Mega-cap, among the largest globally
Every $100 of equity generates 67 in profit
Earnings expanding 1816.0% YoY
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
16.3% revenue growth
Areas to Watch
Expensive relative to growth rate
Revenue declined 1.9%
Earnings declined 10.5%
Expensive relative to growth rate
Moderate valuation
Trading at 18.0x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AOS
The strongest argument for AOS centers on Altman Z-Score, Return on Equity, P/E Ratio.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 23.8% and operating margin at 5.5%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : AOS
The primary concerns for AOS are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : GEV
The primary concerns for GEV are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
AOS profiles as a declining stock while GEV is a growth play — different risk/reward profiles.
AOS carries more volatility with a beta of 1.18 — expect wider price swings.
GEV is growing revenue faster at 16.3% — sustainability is the question.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Bottom Line
GEV scores higher overall (67/100 vs 53/100), backed by strong 23.8% margins and 16.3% 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.
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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