Arcosa Inc (ACA)vsGE Vernova LLC (GEV)
ACA
Arcosa Inc
$126.47
+8.60%
INDUSTRIALS · Cap: $5.72B
GEV
GE Vernova LLC
$1,063.11
-2.37%
INDUSTRIALS · Cap: $308.81B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 1266% more annual revenue ($39.38B vs $2.88B). GEV leads profitability with a 23.8% profit margin vs 7.2%. ACA appears more attractively valued with a PEG of 1.55. GEV earns a higher WallStSmart Score of 63/100 (C+).
ACA
Buy59
out of 100
Grade: C
GEV
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.2%
Fair Value
$106.33
Current Price
$126.47
$20.14 premium
Intrinsic value data unavailable for GEV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 335.3% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 76 in profit
Earnings expanding 1816.0% YoY
Keeps 24 of every $100 in revenue as profit
16.3% revenue growth
Generating 4.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
7.2% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 20.5x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ACA
The strongest argument for ACA centers on EPS Growth, Price/Book.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 23.8% and operating margin at 5.5%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : ACA
The primary concerns for ACA are PEG Ratio, P/E Ratio, Altman Z-Score.
Bear Case : GEV
The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.
Key Dynamics to Monitor
ACA profiles as a value stock while GEV is a growth play — different risk/reward profiles.
GEV carries more volatility with a beta of 1.20 — expect wider price swings.
GEV is growing revenue faster at 16.3% — sustainability is the question.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Bottom Line
GEV scores higher overall (63/100 vs 59/100), backed by strong 23.8% margins and 16.3% revenue growth. 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.
Arcosa Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Arcosa, Inc. provides infrastructure related products and solutions for the construction, energy and transportation markets in North America. The company is headquartered in Dallas, Texas.
Visit Website →GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Compare with Other ENGINEERING & CONSTRUCTION Stocks
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