GE Vernova LLC (GEV)vsMedtronic PLC (MDT)
GEV
GE Vernova LLC
$923.69
+1.57%
INDUSTRIALS · Cap: $246.74B
MDT
Medtronic PLC
$87.89
+1.51%
HEALTHCARE · Cap: $110.62B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 7% more annual revenue ($38.07B vs $35.48B). MDT leads profitability with a 13.0% profit margin vs 12.8%. MDT appears more attractively valued with a PEG of 1.50. MDT earns a higher WallStSmart Score of 56/100 (C).
GEV
Buy55
out of 100
Grade: C-
MDT
Buy56
out of 100
Grade: C
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
-255.7%
Fair Value
$24.34
Current Price
$87.89
$63.55 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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Areas to Watch
3.8% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.3x book value
Earnings declined 11.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Free Cash Flow.
Bull Case : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.
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 : MDT
The primary concerns for MDT are EPS Growth.
Key Dynamics to Monitor
MDT is growing revenue faster at 8.7% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MDT scores higher overall (56/100 vs 55/100). 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.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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