GE Vernova LLC (GEV)vsOwens Corning Inc (OC)
GEV
GE Vernova LLC
$1,063.11
-2.37%
INDUSTRIALS · Cap: $308.81B
OC
Owens Corning Inc
$121.18
-2.25%
INDUSTRIALS · Cap: $9.74B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 290% more annual revenue ($39.38B vs $10.10B). GEV leads profitability with a 23.8% profit margin vs -5.2%. OC appears more attractively valued with a PEG of 1.62. GEV earns a higher WallStSmart Score of 63/100 (C+).
GEV
Buy63
out of 100
Grade: C+
OC
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GEV.
Margin of Safety
+55.0%
Fair Value
$307.93
Current Price
$121.18
$186.75 discount
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
Earnings expanding 31.2% 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
Expensive relative to growth rate
Elevated debt levels
Weak financial health signals
ROE of -4.2% — below average capital efficiency
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 : OC
The strongest argument for OC centers on Price/Book, EPS Growth.
Bear Case : GEV
The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.
Bear Case : OC
The primary concerns for OC are PEG Ratio, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
GEV profiles as a growth stock while OC is a turnaround play — different risk/reward profiles.
OC carries more volatility with a beta of 1.34 — 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
GEV scores higher overall (63/100 vs 51/100), backed by strong 23.8% margins and 16.3% revenue growth. OC offers better value entry with a 55.0% margin of safety. 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.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Owens Corning Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Owens Corning manufactures and markets a range of fiberglass, roofing and insulation composites in the United States, Canada, Europe, Asia Pacific and internationally. The company is headquartered in Toledo, Ohio.
Visit Website →Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
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