GEV vs PWR Stock Comparison: AI Score, Valuation, Performance and Upside
GEV and PWR are two ways to own the same electricity demand story from different positions in the value chain. GE Vernova manufactures the turbines and grid equipment and earns high-margin service revenue on its installed base. Quanta Services installs and builds the physical network, earning contractor margins on labour-intensive execution. GE Vernova offers better margin structure and aftermarket economics; Quanta offers a cleaner, more direct read on utility capital spending without equipment product risk.
Use this GEV vs PWR comparison to separate product economics from execution economics. Equipment makers earn more per dollar of revenue and keep earning it through servicing, but they carry technology and warranty risk. Contractors carry less product risk but live on thinner margins where a few bad projects can reset the earnings trajectory.
PWR holds the edge across 3 of 5 key metrics in this comparison. PWR leads on both 1-year return (+61.13%) and forward P/E quality (30.69x vs 36.48x for GEV), a relatively favorable combination of momentum and valuation. On fundamentals, PWR is growing revenue faster (41.10%), while GEV maintains the higher operating margin (7.47%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for GEV (+35.15%) than for PWR (+27.77%).
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 higher-margin exposure to power generation equipment and recurring service revenue
- Believe gas turbine and grid equipment pricing power will persist while supply is tight
- Are willing to look through the Wind segment's losses for the Power and Electrification businesses
- Prefer an installed-base annuity over project-by-project revenue
- Want the most direct read on utility transmission and distribution capital spending
- See skilled craft labour scarcity as a durable competitive advantage
- Prefer a business with no product technology or warranty exposure
- Accept contractor-level margins in exchange for a simpler demand story
| Metric | GEV | PWR |
|---|---|---|
| AI scorei | 52.0 | 80.9 |
| AI ranki | #369 | #11 |
| Latest closei | $957.63 | $649.13 |
| 1M returni | +0.48% | +5.25% |
| 6M returni | +12.25% | +18.03% |
| 1Y returni | +52.25% | +61.13% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | GEV | PWR |
|---|---|---|
| 1Y ago | $15.76K (+57.6%) started 2025-09-25 | $16.21K (+62.1%) started 2025-09-25 |
| 5Y ago | $67.63K (+576.3%) started 2024-04-01 | $56.23K (+462.3%) started 2021-09-27 |
| 10Y ago | $67.63K (+576.3%) started 2024-04-01 | $254.72K (+2447.2%) started 2016-09-26 |
Hypothetical — past performance does not guarantee future results.
| Metric | GEV | PWR |
|---|---|---|
| Market capi | $243.67B | $90.61B |
| Trailing P/Ei | 26.24 | 68.96 |
| Forward P/Ei | 36.48 | 30.69 |
| Price/Salesi | N/A | 2.15 |
| EV/Revenuei | 5.59 | 2.94 |
| Analyst targeti | $1,236.43 | $770.04 |
| Target upsidei | +35.15% | +27.77% |
| Metric | GEV | PWR |
|---|---|---|
| Revenue growthi | 21.90% | 41.10% |
| Earnings growthi | 32.80% | 94.70% |
| EPS growthi | +32.80% | +94.70% |
| FCF margini | +38.01% | +5.94% |
| Operating margini | 7.47% | 7.22% |
| Profit margini | 23.04% | 4.03% |
| ROIC proxyi | 82.58% | 15.34% |
| Return on equityi | 82.58% | 15.34% |
| Dividend yieldi | 0.22% | 0.07% |
| Payout ratioi | 5.73% | 4.92% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.03 | 1.22 |
| Debt/equityi | 28.36 | 67.78 |
| Current ratioi | 0.85 | 1.10 |
| Quick ratioi | 0.56 | 0.98 |
Over the past year, GEV and PWR have moved moderately in the same direction (correlation of 0.62), 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 | PWR |
|---|---|---|---|
| 1Y | Growthi | +57.63% | +62.12% |
| CAGRi | +57.73% | +62.23% | |
| Volatilityi | 52.42% | 44.22% | |
| Sharpe ratioi | 1.05 | 1.21 | |
| Sortino ratioi | 1.60 | 1.98 | |
| Max drawdowni | 25.54% | 28.54% | |
| Current drawdowni | 18.49% | 17.33% | |
| Avg drawdowni | 8.75% | 6.94% | |
| Ulcer Indexi | 10.94% | 10.03% | |
| Max daily dropi | 10.50% | 6.17% | |
| Max wkly dropi | 15.05% | 14.61% | |
| 5Y | Growthi | +575.31% | +458.45% |
| CAGRi | +115.72% | +41.11% | |
| Volatilityi | 53.13% | 36.94% | |
| Sharpe ratioi | 1.64 | 1.00 | |
| Sortino ratioi | 2.49 | 1.51 | |
| Max drawdowni | 38.29% | 33.89% | |
| Current drawdowni | 18.49% | 17.33% | |
| Avg drawdowni | 7.85% | 6.76% | |
| Ulcer Indexi | 11.30% | 9.86% | |
| Max daily dropi | 21.52% | 18.32% | |
| Max wkly dropi | 17.79% | 17.88% | |
| 10Y | Growthi | +575.31% | +2400.07% |
| CAGRi | +115.72% | +37.99% | |
| Volatilityi | 53.13% | 34.49% | |
| Sharpe ratioi | 1.64 | 0.98 | |
| Sortino ratioi | 2.49 | 1.48 | |
| Max drawdowni | 38.29% | 45.53% | |
| Current drawdowni | 18.49% | 17.33% | |
| Avg drawdowni | 7.85% | 7.66% | |
| Ulcer Indexi | 11.30% | 10.54% | |
| Max daily dropi | 21.52% | 18.32% | |
| Max wkly dropi | 17.79% | 24.31% |
| Category | GEV | PWR |
|---|---|---|
| Company | GE Vernova Inc. | Quanta Services, Inc. |
| Sector | Industrials | Industrials |
| Industry | Specialty Industrial Machinery | Engineering & Construction |
| Core business | Power and energy equipment company spun out of General Electric. Three segments: Power, centred on gas turbines and nuclear services; Wind, covering onshore and offshore turbines; and Electrification, covering grid equipment such as transformers and switchgear. | Specialty infrastructure contractor that designs and builds electric transmission and distribution networks, substations, and renewable generation projects, plus pipeline and communications infrastructure. Revenue is labour and execution driven rather than product driven. |
| Investor focus | Gas turbine orders and backlog pricing, Electrification margin expansion, whether the Wind segment stops consuming cash, and service revenue growth on the installed base. | Backlog growth, craft labour availability, project margin execution, and utility capital expenditure budgets. |
- Large installed base of turbines generates high-margin, recurring aftermarket service revenue
- Gas turbine demand has tightened considerably as load growth forces new dispatchable capacity
- Electrification segment sells grid equipment that is currently supply-constrained, supporting pricing
- Directly levered to utility grid spending, which is rising to accommodate load growth and ageing infrastructure
- Scarce skilled craft labour force is a real competitive moat in a trade that cannot be offshored
- Large backlog and master service agreements provide multi-year revenue visibility
- The Wind segment, particularly offshore, has been a persistent drag on profitability
- Long-cycle equipment contracts can lock in pricing before input costs are known
- Order strength is tied to utility and developer capital plans, which can be deferred
- Contractor margins are thinner than equipment margins and vulnerable to project execution problems
- Fixed-price work transfers cost inflation and weather risk onto the contractor
- Growth depends on utility capital budgets, which are subject to regulatory approval
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