GE Vernova Inc. (GEV) vs Ingersoll Rand Inc. (IR)

GE Vernova Inc. and Ingersoll Rand Inc. are both Specialty Industrial Machinery companies. GE Vernova Inc. is the larger, with a market value of $257.2B against $29.0B — 8.9× the size. GE Vernova Inc. trades at the lower P/E: 27.1× against 31.1×. GE Vernova Inc. grew revenue faster over the last twelve months: 13.0% against 7.85%. GE Vernova Inc. has the higher net margin (23.0% vs 12.1%) and the higher return on invested capital (40.4% vs 6.48%). Across the 20 metrics below, GE Vernova Inc. leads on 13 and Ingersoll Rand Inc. on 7.

Valuation

Metric GEV IR Specialty Industrial Machinery median
P/E 27.08 31.05 29.62
P/S 6.20 3.73 2.77
P/B 19.57 2.90 3.04
Price to free cash flow 20.30 24.23 23.81
EV/EBITDA 82.00 16.81 16.05
EV/Sales 5.95 4.19 2.94
Earnings yield 3.69% 3.22% 3.08%
Free cash flow yield 4.93% 4.13% 3.12%

Profitability

Metric GEV IR Specialty Industrial Machinery median
Gross margin 20.21% 42.82% 35.90%
Operating margin 4.36% 18.08% 11.22%
Net margin 23.03% 12.08% 7.80%
Free cash flow margin 30.56% 15.42% 9.51%
Return on equity 82.64% 9.40% 11.10%
Return on assets 14.24% 5.29% 4.63%
Return on invested capital 40.38% 6.48% 5.37%

Growth

Metric GEV IR Specialty Industrial Machinery median
Revenue growth (TTM) 12.98% 7.85% 6.45%
EPS growth (last fiscal year) 217.03% (29.61%) —
Revenue growth, 5-year CAGR — 14.00% 8.31%
Net income growth, 5-year CAGR — 0.00% 5.04%

Health

Metric GEV IR Specialty Industrial Machinery median
Debt to equity 0.21 0.47 0.35
Current ratio 0.85 1.62 2.11
Net debt to EBITDA (3.95) 1.84 1.32

Dividend

Metric GEV IR Specialty Industrial Machinery median
Dividend yield — 0.05% 1.12%
Payout ratio — 0.05 0.17

Size

Metric GEV IR Specialty Industrial Machinery median
Market cap 257.17b 29.01b 1.97b

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