BWX Technologies Inc (BWXT)vsGE Vernova LLC (GEV)
BWXT
BWX Technologies Inc
$208.08
-3.75%
INDUSTRIALS · Cap: $19.06B
GEV
GE Vernova LLC
$1,063.11
-2.37%
INDUSTRIALS · Cap: $308.81B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 1131% more annual revenue ($39.38B vs $3.20B). GEV leads profitability with a 23.8% profit margin vs 10.3%. BWXT appears more attractively valued with a PEG of 1.67. GEV earns a higher WallStSmart Score of 63/100 (C+).
BWXT
Buy62
out of 100
Grade: C+
GEV
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 29 in profit
18.7% revenue growth
Earnings expanding 31.1% YoY
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
Expensive relative to growth rate
Trading at 15.4x book value
Premium valuation, high expectations priced in
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 : BWXT
The strongest argument for BWXT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.
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 : BWXT
The primary concerns for BWXT are PEG Ratio, Price/Book, P/E Ratio. A P/E of 58.1x leaves little room for execution misses.
Bear Case : GEV
The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.
Key Dynamics to Monitor
GEV carries more volatility with a beta of 1.20 — expect wider price swings.
BWXT is growing revenue faster at 18.7% — sustainability is the question.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GEV scores higher overall (63/100 vs 62/100), backed by strong 23.8% margins and 16.3% revenue growth. 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.
BWX Technologies Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company is headquartered in Lynchburg, Virginia.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
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