WallStSmart

GE Vernova LLC (GEV)vsUnited Airlines Holdings Inc (UAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

United Airlines Holdings Inc generates 54% more annual revenue ($60.47B vs $39.38B). GEV leads profitability with a 23.8% profit margin vs 6.1%. GEV appears more attractively valued with a PEG of 3.74. UAL earns a higher WallStSmart Score of 70/100 (B-).

GEV

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 7.0Value: 3.7Quality: 4.3
Piotroski: 4/9Altman Z: 1.02

UAL

Strong Buy

70

out of 100

Grade: B-

Growth: 7.3Profit: 6.0Value: 6.0Quality: 4.0
Piotroski: 6/9Altman Z: 1.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GEV.

UALUndervalued (+14.4%)

Margin of Safety

+14.4%

Fair Value

$133.16

Current Price

$93.00

$40.16 discount

UndervaluedFair: $133.16Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GEV6 strengths · Avg: 9.2/10
Market CapQuality
$308.81B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
75.7%10/10

Every $100 of equity generates 76 in profit

EPS GrowthGrowth
1816.0%10/10

Earnings expanding 1816.0% YoY

Profit MarginProfitability
23.8%9/10

Keeps 24 of every $100 in revenue as profit

Revenue GrowthGrowth
16.3%8/10

16.3% revenue growth

Free Cash FlowQuality
$4.79B8/10

Generating 4.8B in free cash flow

UAL5 strengths · Avg: 9.0/10
P/E RatioValuation
8.3x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
84.5%10/10

Earnings expanding 84.5% YoY

Return on EquityProfitability
25.7%9/10

Every $100 of equity generates 26 in profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$3.13B8/10

Generating 3.1B in free cash flow

Areas to Watch

GEV4 concerns · Avg: 2.5/10
P/E RatioValuation
33.5x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
3.742/10

Expensive relative to growth rate

Price/BookValuation
22.2x2/10

Trading at 22.2x book value

Altman Z-ScoreHealth
1.022/10

Distress zone — elevated risk

UAL4 concerns · Avg: 2.5/10
Profit MarginProfitability
6.1%3/10

6.1% margin — thin

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

PEG RatioValuation
6.502/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.162/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : UAL

The strongest argument for UAL centers on P/E Ratio, EPS Growth, Return on Equity. Revenue growth of 10.6% demonstrates continued momentum.

Bear Case : GEV

The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.

Bear Case : UAL

The primary concerns for UAL are Profit Margin, Operating Margin, PEG Ratio. Debt-to-equity of 2.39 is elevated, increasing financial risk.

Key Dynamics to Monitor

GEV profiles as a growth stock while UAL is a value play — different risk/reward profiles.

UAL carries more volatility with a beta of 1.29 — 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

UAL scores higher overall (70/100 vs 63/100) and 10.6% 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.

GE Vernova LLC

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

GE Vernova LLC, an energy business company, generates electricity.

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United Airlines Holdings Inc

INDUSTRIALS · AIRLINES · USA

United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.

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