GE Vernova Inc vs Vertiv Holdings Co — how do they compare? GE Vernova Inc trades at $1,016.29 (market cap $263.90B), while Vertiv Holdings Co trades at $277.09 (market cap $103.99B). The key difference: GE Vernova Inc is far larger — about 2.5× Vertiv Holdings Co's market cap, and GE Vernova Inc pays the higher dividend (0.2%). Which is the better fit depends on your goals.
| GEV | VRT | |
|---|---|---|
Market Cap | $263.90B | $103.99B |
Sector | Technology | Technology |
52-Week High | $1.17K | $376.23 |
52-Week Low | $547.96 | $121.82 |
Enterprise Value | $253.57B | $104.21B |
Dividend Yield | 0.2% | 0.09% |
Signals from Pluang's Aura AI — not financial advice
GE Vernova (GEV) trades at $990.32, down 1.0% with bearish technical signals despite strong fundamentals. The company reported impressive Q1 2026 earnings beat but missed Q2 expectations, while maintaining robust profitability with 23.04% net margin and 91.48% ROE. Recent news highlights GEV's $176 billion backlog and positioning in AI-driven power infrastructure demand, though valuation metrics remain elevated with P/E of 28.41 and EV/EBITDA of 84.47.
Outlook remains positive with 75.86% analyst buy ratings and $1,270 consensus price target, representing 28% upside. Key opportunities include AI data center power demand and nuclear energy expansion, while risks include premium valuation sensitivity and execution challenges in managing rapid growth across energy segments.
VRT trades at $272.40, down 1.01% on the day, with a bearish technical signal driven by moving averages and RSI levels near overbought territory. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.52 versus $1.43 expected, and revenue growth is supported by AI data center demand. Recent news highlights its role in AI infrastructure, though legal investigations pose a sentiment risk.
Outlook remains positive with a consensus price target of $386.58, reflecting 42% upside, driven by robust fundamentals and AI tailwinds. Risks include high valuation multiples, competitive pressures, and ongoing legal scrutiny. Investors should weigh growth potential against elevated P/E and market volatility.
Trailing returns across standard periods
Latest headlines on both assets
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →