Donaldson Company Inc (DCI)vsGE Vernova LLC (GEV)
DCI
Donaldson Company Inc
$87.12
+0.95%
INDUSTRIALS · Cap: $10.09B
GEV
GE Vernova LLC
$923.69
+1.57%
INDUSTRIALS · Cap: $246.74B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 914% more annual revenue ($38.07B vs $3.75B). GEV leads profitability with a 12.8% profit margin vs 10.1%. DCI appears more attractively valued with a PEG of 1.75. GEV earns a higher WallStSmart Score of 55/100 (C-).
DCI
Buy51
out of 100
Grade: C-
GEV
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-408.1%
Fair Value
$21.76
Current Price
$87.12
$65.36 premium
Margin of Safety
-6.0%
Fair Value
$829.76
Current Price
$923.69
$93.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Generating 1.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
3.0% revenue growth
Earnings declined 1.3%
3.8% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DCI
The strongest argument for DCI centers on Altman Z-Score, Return on Equity.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : DCI
The primary concerns for DCI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : GEV
The primary concerns for GEV are Revenue Growth, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Key Dynamics to Monitor
GEV is growing revenue faster at 3.8% — sustainability is the question.
GEV generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GEV scores higher overall (55/100 vs 51/100). 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.
Donaldson Company Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
Visit Website →GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
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