GE Vernova LLC (GEV)vsU-Haul Holding Company (UHAL)
GEV
GE Vernova LLC
$1,063.11
-2.37%
INDUSTRIALS · Cap: $308.81B
UHAL
U-Haul Holding Company
$51.36
+1.28%
INDUSTRIALS · Cap: $9.99B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 556% more annual revenue ($39.38B vs $6.00B). GEV leads profitability with a 23.8% profit margin vs 2.1%. UHAL appears more attractively valued with a PEG of 2.35. GEV earns a higher WallStSmart Score of 63/100 (C+).
GEV
Buy63
out of 100
Grade: C+
UHAL
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GEV.
Margin of Safety
+89.7%
Fair Value
$471.24
Current Price
$51.36
$419.88 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
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
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
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 : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : GEV
The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 111.9x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
GEV profiles as a growth stock while UHAL is a value 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
GEV scores higher overall (63/100 vs 40/100), backed by strong 23.8% margins and 16.3% revenue growth. UHAL offers better value entry with a 89.7% margin of safety. Both earn "Buy" and "Hold" 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 →U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.
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