Topbuild Corp (BLD)vsGE Vernova LLC (GEV)
BLD
Topbuild Corp
$428.03
0.00%
INDUSTRIALS · Cap: $12.05B
GEV
GE Vernova LLC
$1,040.15
-0.52%
INDUSTRIALS · Cap: $300.69B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 600% more annual revenue ($39.38B vs $5.62B). GEV leads profitability with a 23.8% profit margin vs 8.9%. BLD trades at a lower P/E of 24.1x. GEV earns a higher WallStSmart Score of 67/100 (B-).
BLD
Hold47
out of 100
Grade: D+
GEV
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.5%
Fair Value
$356.84
Current Price
$428.03
$71.19 premium
Intrinsic value data unavailable for GEV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
17.2% revenue growth
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
Elevated debt levels
Earnings declined 11.8%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 20.1x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BLD
The strongest argument for BLD centers on Altman Z-Score, Return on Equity, Revenue Growth. Revenue growth of 17.2% demonstrates continued momentum.
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 : BLD
The primary concerns for BLD are Debt/Equity, EPS Growth.
Bear Case : GEV
The primary concerns for GEV are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
BLD carries more volatility with a beta of 1.86 — expect wider price swings.
BLD is growing revenue faster at 17.2% — sustainability is the question.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GEV scores higher overall (67/100 vs 47/100), backed by strong 23.8% margins and 16.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Topbuild Corp
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
TopBuild Corp. The company is headquartered in Daytona Beach, Florida.
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
Want to dig deeper into these stocks?