GEV vs ETN Stock Comparison: AI Score, Valuation, Performance and Upside
GE Vernova is a more concentrated pure-play on power generation equipment directly tied to gas turbine and grid demand, while Eaton is a more diversified electrical equipment company with meaningful data center power distribution exposure alongside other industrial end markets. Both benefit from the AI infrastructure power buildout, so the comparison often turns on concentration versus diversification and relative valuation.
This comparison is best used to weigh a more concentrated power generation equipment pure-play against a more diversified electrical equipment company that also benefits meaningfully from data center power infrastructure demand.
ETN holds the edge across 3 of 5 key metrics in this comparison. GEV has delivered stronger 1-year price return (+50.41% vs +5.44%), though ETN has the better forward P/E setup (25.07x vs 36.48x for GEV). On fundamentals, GEV is growing revenue faster (21.90%), while ETN maintains the higher operating margin (16.56%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for GEV (+35.15%) than for ETN (+18.07%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want concentrated exposure to gas turbine and grid electrification demand
- Believe electricity generation capacity additions will remain a bottleneck for years
- Are comfortable with a shorter standalone public company track record
- Accept higher cyclicality tied to long-lead-time equipment orders
- Want diversified exposure to electrical equipment including data center power distribution
- Value a longer track record of consistent margin expansion
- Prefer exposure across multiple industrial end markets rather than one segment
- Are comfortable with cyclicality across a broader industrial and vehicle exposure base
| Metric | GEV | ETN |
|---|---|---|
| AI scorei | 51.5 | 61.7 |
| AI ranki | #339 | #111 |
| Latest closei | $926.44 | $402.48 |
| 1M returni | +4.94% | +2.57% |
| 3M returni | -10.59% | +1.57% |
| 6M returni | -5.30% | +2.48% |
| 1Y returni | +50.41% | +5.44% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | GEV | ETN |
|---|---|---|
| 1Y ago | $15.39K (+53.9%) started 2025-10-16 | $10.72K (+7.2%) started 2025-10-16 |
| 5Y ago | $65.43K (+554.3%) started 2024-04-01 | $28.39K (+183.9%) started 2021-10-18 |
| 10Y ago | $65.43K (+554.3%) started 2024-04-01 | $95.9K (+859.0%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | GEV | ETN |
|---|---|---|
| Market capi | $243.67B | $156.44B |
| Trailing P/Ei | 26.24 | 40.97 |
| Forward P/Ei | 36.48 | 25.07 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 5.59 | 5.90 |
| Analyst targeti | $1,236.43 | $475.57 |
| Target upsidei | +35.15% | +18.07% |
| Metric | GEV | ETN |
|---|---|---|
| Revenue growthi | 21.90% | 21.40% |
| Earnings growthi | 32.80% | -15.90% |
| EPS growthi | +32.80% | -15.90% |
| FCF margini | +38.01% | +10.34% |
| Operating margini | 7.47% | 16.56% |
| Profit margini | 23.04% | 12.75% |
| ROIC proxyi | 82.58% | 19.68% |
| Return on equityi | 82.58% | 19.68% |
| Dividend yieldi | 0.22% | 1.09% |
| Payout ratioi | 5.73% | 43.54% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.03 | 1.18 |
| Debt/equityi | 28.36 | 105.06 |
| Current ratioi | 0.85 | 1.24 |
| Quick ratioi | 0.56 | 0.70 |
Over the past year, GEV and ETN have moved moderately in the same direction (correlation of 0.68), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | GEV | ETN |
|---|---|---|---|
| 1Y | Growthi | +53.89% | +7.16% |
| CAGRi | +54.01% | +7.17% | |
| Volatilityi | 52.08% | 39.52% | |
| Sharpe ratioi | 1.00 | 0.26 | |
| Sortino ratioi | 1.52 | 0.36 | |
| Max drawdowni | 25.54% | 18.55% | |
| Current drawdowni | 21.14% | 12.50% | |
| Avg drawdowni | 8.70% | 7.69% | |
| Ulcer Indexi | 11.10% | 9.15% | |
| Max daily dropi | 10.50% | 7.57% | |
| Max wkly dropi | 15.05% | 11.07% | |
| 5Y | Growthi | +553.32% | +165.95% |
| CAGRi | +109.28% | +21.63% | |
| Volatilityi | 52.84% | 32.00% | |
| Sharpe ratioi | 1.58 | 0.63 | |
| Sortino ratioi | 2.40 | 0.89 | |
| Max drawdowni | 38.29% | 34.46% | |
| Current drawdowni | 21.14% | 12.50% | |
| Avg drawdowni | 8.06% | 8.45% | |
| Ulcer Indexi | 11.47% | 11.09% | |
| Max daily dropi | 21.52% | 15.56% | |
| Max wkly dropi | 17.79% | 14.45% | |
| 10Y | Growthi | +553.32% | +674.22% |
| CAGRi | +109.28% | +22.72% | |
| Volatilityi | 52.84% | 30.88% | |
| Sharpe ratioi | 1.58 | 0.67 | |
| Sortino ratioi | 2.40 | 0.97 | |
| Max drawdowni | 38.29% | 44.55% | |
| Current drawdowni | 21.14% | 12.50% | |
| Avg drawdowni | 8.06% | 7.46% | |
| Ulcer Indexi | 11.47% | 10.26% | |
| Max daily dropi | 21.52% | 15.56% | |
| Max wkly dropi | 17.79% | 24.11% |
| Category | GEV | ETN |
|---|---|---|
| Company | GE Vernova | Eaton Corporation |
| Sector | Industrials | Industrials |
| Industry | Specialty Industrial Machinery | Specialty Industrial Machinery |
| Core business | GE Vernova designs and manufactures power generation equipment, including gas turbines, wind turbines, and grid electrification technology, spun off from General Electric. | Eaton provides electrical, hydraulic, and mechanical power management products, including data center power distribution and grid infrastructure equipment. |
| Investor focus | Investors track GE Vernova's gas turbine order backlog tied to AI-driven electricity demand, grid equipment demand, and margin improvement across its power, wind, and electrification segments. | Investors track Eaton's electrical segment order backlog, particularly data center and utility infrastructure demand, and margin trends across its diversified industrial portfolio. |
- Surging gas turbine order backlog driven by data center and AI power demand
- Leading grid electrification equipment portfolio
- Improving margins following its spin-off
- Strong data center power infrastructure exposure through its electrical segment
- Diversified end markets beyond power generation, including aerospace and vehicle
- Consistent margin expansion and disciplined capital allocation
- Wind segment remains a margin drag
- Long turbine lead times create execution and timing risk
- Valuation reflects significant AI power demand optimism already
- Valuation has risen substantially alongside data center infrastructure demand
- Exposure to broader industrial and vehicle end markets adds cyclicality
- Competitive intensity in electrical equipment from other diversified industrials
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