GE Vernova LLC (GEV)vsHowmet Aerospace Inc (HWM)
GEV
GE Vernova LLC
$990.32
-1.00%
INDUSTRIALS · Cap: $263.75B
HWM
Howmet Aerospace Inc
$281.88
-2.71%
INDUSTRIALS · Cap: $115.31B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 380% more annual revenue ($41.37B vs $8.62B). GEV leads profitability with a 23.0% profit margin vs 20.2%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
GEV
Strong Buy69
out of 100
Grade: B-
HWM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 32 in profit
Earnings expanding 71.4% YoY
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.2%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 22.1x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.5x book value
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : HWM
The strongest argument for HWM centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 20.2% and operating margin at 28.2%. Revenue growth of 19.1% demonstrates continued momentum.
Bear Case : GEV
The primary concerns for GEV are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : HWM
The primary concerns for HWM are P/E Ratio, Price/Book. A P/E of 66.7x leaves little room for execution misses.
Key Dynamics to Monitor
HWM carries more volatility with a beta of 1.21 — 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.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HWM scores higher overall (73/100 vs 69/100), backed by strong 20.2% margins and 19.1% revenue growth. Both earn "Strong Buy" and "Strong 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.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Howmet Aerospace Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Howmet Aerospace Inc. is an American aerospace company based in Pittsburgh, Pennsylvania. The company manufactures components for jet engines, fasteners and titanium structures for aerospace applications, and forged aluminum wheels for heavy trucks.
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