GE Vernova LLC (GEV)vsLowe's Companies Inc (LOW)
GEV
GE Vernova LLC
$923.69
+1.57%
INDUSTRIALS · Cap: $246.74B
LOW
Lowe's Companies Inc
$236.18
+0.75%
CONSUMER CYCLICAL · Cap: $131.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Lowe's Companies Inc generates 127% more annual revenue ($86.29B vs $38.07B). GEV leads profitability with a 12.8% profit margin vs 7.7%. LOW appears more attractively valued with a PEG of 2.40. GEV earns a higher WallStSmart Score of 55/100 (C-).
GEV
Buy55
out of 100
Grade: C-
LOW
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.0%
Fair Value
$829.76
Current Price
$923.69
$93.93 premium
Margin of Safety
-193.3%
Fair Value
$80.51
Current Price
$236.18
$155.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Generating 1.8B in free cash flow
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
3.8% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.3x book value
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
7.7% margin — thin
Earnings declined 10.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Free Cash Flow.
Bull Case : LOW
The strongest argument for LOW centers on Debt/Equity, Market Cap. Revenue growth of 10.9% demonstrates continued momentum.
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.
Bear Case : LOW
The primary concerns for LOW are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
LOW is growing revenue faster at 10.9% — 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 44/100). Both earn "Buy" and "Hold" 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 →Lowe's Companies Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Lowe's Companies, Inc. is an American retail company specializing in home improvement. Headquartered in Mooresville, North Carolina, the company operates a chain of retail stores in the United States and Canada.
Visit Website →Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
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