ATS Corporation (ATS)vsGE Vernova LLC (GEV)
ATS
ATS Corporation
$30.39
+1.00%
INDUSTRIALS · Cap: $2.95B
GEV
GE Vernova LLC
$923.69
+1.57%
INDUSTRIALS · Cap: $246.74B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 1260% more annual revenue ($38.07B vs $2.80B). ATS leads profitability with a 67.0% profit margin vs 12.8%. GEV trades at a lower P/E of 51.3x. GEV earns a higher WallStSmart Score of 55/100 (C-).
ATS
Buy51
out of 100
Grade: C-
GEV
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-369.6%
Fair Value
$6.55
Current Price
$30.39
$23.84 premium
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 108 in profit
Keeps 67 of every $100 in revenue as profit
Earnings expanding 358.0% YoY
Reasonable price relative to book value
16.7% revenue growth
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Generating 1.8B in free cash flow
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
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 : ATS
The strongest argument for ATS centers on Return on Equity, Profit Margin, EPS Growth. Profitability is solid with margins at 67.0% and operating margin at 8.3%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : ATS
The primary concerns for ATS are Piotroski F-Score, P/E Ratio, Altman Z-Score. A P/E of 217.1x leaves little room for execution misses.
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
ATS profiles as a growth stock while GEV is a value play — different risk/reward profiles.
ATS is growing revenue faster at 16.7% — 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
GEV scores higher overall (55/100 vs 51/100). 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.
ATS Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
ATS Corporation stands out as a leading provider of automated manufacturing solutions, specializing in systems integration and innovative automation technologies. Serving a variety of sectors—including automotive, medical devices, and electronics—the company designs and implements tailored manufacturing equipment that substantially boosts productivity and operational efficiency. With a solid global presence and an unwavering commitment to innovation and sustainability, ATS is well-equipped to meet the evolving demands of its clients and capitalize on expanding market opportunities. This emphasis on advanced manufacturing makes ATS an appealing investment for institutional investors looking to gain exposure to the rapidly growing automation industry.
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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