Contrasting General Electric (NYSE:GE) & GE Vernova (NYSE:GEV)

General Electric (NYSE:GE) and GE Vernova (NYSE:GEV) are both large-cap transportation companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, analyst recommendations, earnings, valuation, profitability, dividends and institutional ownership.

Institutional and Insider Ownership

74.8% of General Electric shares are owned by institutional investors. 0.7% of General Electric shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Profitability

This table compares General Electric and GE Vernova’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
General Electric	5.05%	12.54%	2.36%
GE Vernova	N/A	N/A	N/A

Analyst Recommendations

This is a breakdown of recent recommendations for General Electric and GE Vernova, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
General Electric	0	1	13	0	2.93
GE Vernova	0	2	7	0	2.78

General Electric currently has a consensus price target of $172.29, suggesting a potential upside of 4.98%. GE Vernova has a consensus price target of $158.56, suggesting a potential downside of 4.63%. Given General Electric’s stronger consensus rating and higher possible upside, equities analysts clearly believe General Electric is more favorable than GE Vernova.

Earnings and Valuation

This table compares General Electric and GE Vernova’s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
General Electric	$67.95 billion	2.64	$9.48 billion	$3.05	53.81
GE Vernova	$33.68 billion	1.35	-$438.00 million	N/A	N/A

General Electric has higher revenue and earnings than GE Vernova.

Summary

General Electric beats GE Vernova on 11 of the 11 factors compared between the two stocks.

About General Electric

General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems. It also offers aftermarket services to support its products. The company operates in the United States, Europe, China, Asia, the Americas, the Middle East, and Africa. General Electric Company was incorporated in 1892 and is based in Evendale, Ohio.

About GE Vernova

GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts. GE Vernova operates as a subsidiary of General Electric Company.