Air Products & Chemicals, Inc. vs GE Vernova Inc — how do they compare? Air Products & Chemicals, Inc. trades at $306.06 (market cap $68.88B), while GE Vernova Inc trades at $1,036.58 (market cap $269.50B). The key difference: GE Vernova Inc is far larger — about 3.9× Air Products & Chemicals, Inc.'s market cap, and Air Products & Chemicals, Inc. pays the higher dividend (2.34%). Which is the better fit depends on your goals.
| APD | GEV | |
|---|---|---|
Market Cap | $68.88B | $269.50B |
Sector | Basic Materials | Technology |
52-Week High | $314.19 | $1.17K |
52-Week Low | $230.42 | $547.96 |
Enterprise Value | $86.06B | $259.17B |
Dividend Yield | 2.34% | 0.2% |
Signals from Pluang's Aura AI — not financial advice
Air Products and Chemicals (APD) trades at $308.18, up 1.56% with strong technical momentum and bullish moving averages. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 EPS of $3.47 exceeding expectations. Recent positive developments include a major semiconductor supply agreement in Taiwan and raised guidance, though profitability metrics show weakness with negative net income margin and ROE. Analyst consensus remains strongly bullish with a $346 price target representing 12% upside potential.
APD presents a growth opportunity driven by strategic contracts and consistent earnings beats, but faces fundamental challenges with negative profitability and elevated debt levels. The stock's technical strength and institutional support provide near-term momentum, though investors should weigh the disconnect between valuation multiples and current financial performance against the company's long-term growth prospects in industrial gases.
GE Vernova (GEV) trades at $1,038.13, up 4.77% with strong bullish momentum. The stock shows robust fundamentals with 23% net income margin and 91% ROE, though valuation ratios appear elevated. Recent Q2 2026 earnings missed expectations, but the company maintains a massive $176 billion backlog and benefits from AI-driven power demand. Technical indicators show bullish moving averages with neutral oscillators, while analyst consensus remains strongly positive with 76% buy ratings.
Outlook remains positive given GEV's strategic positioning in AI infrastructure and energy transition, but premium valuation and execution risks on backlog conversion warrant caution. The stock offers growth exposure to power grid modernization with upside to the $1,270 consensus target, though investors should monitor quarterly execution against high expectations.
Trailing returns across standard periods
Latest headlines on both assets
Since its founding in 1940, Air Products has become one of the leading industrial gas suppliers globally, with operations in 50 countries and 19,000 employees. The company is the largest supplier of hydrogen and helium in the world. It has a unique portfolio serving customers in a number of industries, including chemicals, energy, healthcare, metals, and electronics. Air Products generated $10.3 billion in revenue in fiscal 2021.
Read more on APD →GE Vernova is a global leader in the electric power industry. It provides sustainable energy solutions across gas, wind, and hydro sectors, focusing on modernizing the world's power grids.
Read more on GEV →