GE Vernova LLC (GEV)vsUnited Rentals Inc (URI)
GEV
GE Vernova LLC
$1,063.11
-2.37%
INDUSTRIALS · Cap: $308.81B
URI
United Rentals Inc
$952.13
-1.10%
INDUSTRIALS · Cap: $60.13B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 141% more annual revenue ($39.38B vs $16.36B). GEV leads profitability with a 23.8% profit margin vs 15.3%. URI appears more attractively valued with a PEG of 1.58. URI earns a higher WallStSmart Score of 64/100 (C+).
GEV
Buy63
out of 100
Grade: C+
URI
Buy64
out of 100
Grade: C+
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
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
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
Grey zone — moderate risk
Weak financial health signals
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 : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 23.1%.
Bear Case : GEV
The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.
Bear Case : URI
The primary concerns for URI are PEG Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
GEV profiles as a growth stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.68 — 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
URI scores higher overall (64/100 vs 63/100), backed by strong 15.3% margins. 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 →United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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