GE Vernova LLC (GEV)vsJacobs Solutions Inc. (J)
GEV
GE Vernova LLC
$1,040.15
-0.52%
INDUSTRIALS · Cap: $300.69B
J
Jacobs Solutions Inc.
$118.43
-3.53%
INDUSTRIALS · Cap: $14.50B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 199% more annual revenue ($39.38B vs $13.17B). GEV leads profitability with a 23.8% profit margin vs 2.9%. J appears more attractively valued with a PEG of 0.49. GEV earns a higher WallStSmart Score of 67/100 (B-).
GEV
Strong Buy67
out of 100
Grade: B-
J
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GEV.
Margin of Safety
-28.5%
Fair Value
$110.78
Current Price
$118.43
$7.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Revenue surging 27.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 20.1x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.9% margin — thin
Earnings declined 63.4%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 27.0% demonstrates continued momentum. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bear Case : GEV
The primary concerns for GEV are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
GEV carries more volatility with a beta of 1.31 — expect wider price swings.
J is growing revenue faster at 27.0% — sustainability is the question.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GEV scores higher overall (67/100 vs 52/100), 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.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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