GE Vernova Inc vs Western Digital Corp — how do they compare? GE Vernova Inc trades at $1,044.05 (market cap $283.57B), while Western Digital Corp trades at $486.03 (market cap $177.11B). The key difference: GE Vernova Inc is the larger of the two by market cap, and GE Vernova Inc pays the higher dividend (0.19%). Which is the better fit depends on your goals.
| GEV | WDC | |
|---|---|---|
Market Cap | $283.57B | $177.11B |
Sector | Technology | Technology |
52-Week High | $1.17K | $746.23 |
52-Week Low | $547.96 | $66.53 |
Enterprise Value | $276.21B | $175.46B |
Dividend Yield | 0.19% | 0.12% |
Signals from Pluang's Aura AI — not financial advice
GE Vernova (GEV) trades at $1,038, down 2.63% today, with mixed technical signals showing bearish overall momentum but bullish moving averages. The company demonstrates strong profitability with 23.81% net income margin and 83.23% ROE, though valuation metrics appear elevated with P/E of 30.84 and EV/EBITDA of 109.82. Recent earnings showed volatility with Q1 2026 beating expectations by a wide margin, while the company prepares for Q2 2026 results amid significant AI-driven power demand growth.
The outlook remains positive with analyst consensus strongly bullish (21 buy ratings, 0 sell) and $1,260 price target representing 21% upside. Key opportunities include AI data center power demand and $11 billion investment push, while risks include wind segment pressures and elevated valuation multiples that may limit near-term upside potential despite strong fundamentals.
Western Digital (WDC) trades at $563.32, up 1.4% over 24 hours, with strong recent earnings beats and a bullish analyst consensus. The stock shows neutral technical signals but benefits from robust profitability metrics, including a 55.07% net income margin and 37.73% ROE. Recent news highlights volatility in memory stocks, but AI-driven storage demand and HAMR technology advancements provide growth catalysts.
Outlook remains positive with a $619.07 consensus price target, though risks include competitive pressures from new market entrants and sector volatility. Earnings growth and margin expansion are key drivers, but investors should monitor execution against rising debt levels and industry cyclicality.
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 →Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →