Professional
Added to YB: 2026-09-23
Pitch date: 2026-07-24
GEV [bullish]
GE Vernova Inc.
-6.24%
current return
Author Info
No bio for this author
Company Info
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa.
Market Cap
$250.4B
Pitch Price
$1.0K
Price Target
N/A
Dividend
0.21%
EV/EBITDA
54.86
P/E
26.91
EV/Sales
5.86
Sector
Electrical Equipment
Category
growth
Fundsmith Equity Fund New Position: GE Vernova Inc.
GEV: GE Vernova builds and services gas turbines and electrical-grid equipment, with its installed turbines creating decades of high-margin, inflation-protected service revenue through proprietary technology and high switching costs. Its equipment generates roughly one-third of global electricity. Grid upgrades and behind-the-meter generation at AI data centers support growth, with a $163 billion backlog equal to 4x 2025 revenue. ROIC is about 20% and rising rapidly, though the FCF yield is 2.6%.
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