GE Vernova LLC (GEV)vsMcGrath RentCorp (MGRC)
GEV
GE Vernova LLC
$1,063.11
-2.37%
INDUSTRIALS · Cap: $308.81B
MGRC
McGrath RentCorp
$118.80
-1.03%
INDUSTRIALS · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 4070% more annual revenue ($39.38B vs $944.24M). GEV leads profitability with a 23.8% profit margin vs 16.6%. MGRC appears more attractively valued with a PEG of 1.18. MGRC earns a higher WallStSmart Score of 69/100 (B-).
GEV
Buy63
out of 100
Grade: C+
MGRC
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GEV.
Margin of Safety
-26.4%
Fair Value
$91.46
Current Price
$118.80
$27.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Earnings expanding 28.1% YoY
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 20.5x book value
Distress zone — elevated risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : MGRC
The strongest argument for MGRC centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 16.6% and operating margin at 28.9%. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bear Case : GEV
The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.
Bear Case : MGRC
No major red flags identified for MGRC, but monitor valuation.
Key Dynamics to Monitor
GEV profiles as a growth stock while MGRC is a mature 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
MGRC scores higher overall (69/100 vs 63/100), backed by strong 16.6% margins. 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.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →McGrath RentCorp
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, California.
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