Donaldson Company Inc (DCI)vsGE Vernova LLC (GEV)
DCI
Donaldson Company Inc
$89.25
+1.21%
INDUSTRIALS · Cap: $10.55B
GEV
GE Vernova LLC
$957.27
+3.61%
INDUSTRIALS · Cap: $250.87B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 965% more annual revenue ($41.37B vs $3.89B). GEV leads profitability with a 23.0% profit margin vs 11.7%. DCI appears more attractively valued with a PEG of 1.67. GEV earns a higher WallStSmart Score of 69/100 (B-).
DCI
Buy62
out of 100
Grade: C+
GEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-68.1%
Fair Value
$65.77
Current Price
$89.25
$23.48 premium
Intrinsic value data unavailable for GEV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Mega-cap, among the largest globally
Every $100 of equity generates 80 in profit
Keeps 23 of every $100 in revenue as profit
Revenue surging 21.9% year-over-year
Earnings expanding 32.8% YoY
Generating 5.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Trading at 21.3x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DCI
The strongest argument for DCI centers on Return on Equity.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 23.0% and operating margin at 7.5%. Revenue growth of 21.9% demonstrates continued momentum.
Bear Case : DCI
The primary concerns for DCI are PEG Ratio, Piotroski F-Score.
Bear Case : GEV
The primary concerns for GEV are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
DCI profiles as a value stock while GEV is a growth play — different risk/reward profiles.
GEV carries more volatility with a beta of 0.97 — expect wider price swings.
GEV is growing revenue faster at 21.9% — sustainability is the question.
GEV generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
GEV scores higher overall (69/100 vs 62/100), backed by strong 23.0% margins and 21.9% revenue growth. Both earn "Strong 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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