Brookfield Business Partners LP (BBU)vsGE Vernova LLC (GEV)
BBU
Brookfield Business Partners LP
$31.46
0.00%
INDUSTRIALS · Cap: $2.79B
GEV
GE Vernova LLC
$1,063.11
-2.37%
INDUSTRIALS · Cap: $308.81B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 43% more annual revenue ($39.38B vs $27.46B). GEV leads profitability with a 23.8% profit margin vs -0.1%. GEV earns a higher WallStSmart Score of 63/100 (C+).
BBU
Buy52
out of 100
Grade: C-
GEV
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.6%
Fair Value
$251.77
Current Price
$31.46
$220.31 discount
Intrinsic value data unavailable for GEV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 76 in profit
Earnings expanding 1816.0% YoY
Keeps 24 of every $100 in revenue as profit
16.3% revenue growth
Generating 4.8B in free cash flow
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 20.5x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
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 : BBU
The primary concerns for BBU are Return on Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : GEV
The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while GEV is a growth play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — 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 (63/100 vs 52/100), backed by strong 23.8% margins and 16.3% revenue growth. BBU offers better value entry with a 85.6% margin of safety. 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.
Brookfield Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
Visit Website →GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Compare with Other CONGLOMERATES Stocks
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