GE Vernova Inc. (GEV) vs Rockwell Automation, Inc. (ROK)

GE Vernova Inc. and Rockwell Automation, Inc. are both Specialty Industrial Machinery companies. GE Vernova Inc. is the larger, with a market value of $257.2B against $48.1B — 5.3× the size. GE Vernova Inc. trades at the lower P/E: 27.1× against 40.7×. GE Vernova Inc. grew revenue faster over the last twelve months: 13.0% against 11.3%. GE Vernova Inc. has the higher net margin (23.0% vs 13.4%) and the higher return on invested capital (40.4% vs 14.7%). Across the 20 metrics below, GE Vernova Inc. leads on 13 and Rockwell Automation, Inc. on 7.

Valuation

Metric GEV ROK Specialty Industrial Machinery median
P/E 27.08 40.69 29.62
P/S 6.20 5.38 2.77
P/B 19.57 13.80 3.04
Price to free cash flow 20.30 32.07 23.81
EV/EBITDA 82.00 25.18 16.05
EV/Sales 5.95 5.61 2.94
Earnings yield 3.69% 2.46% 3.08%
Free cash flow yield 4.93% 3.12% 3.12%

Profitability

Metric GEV ROK Specialty Industrial Machinery median
Gross margin 20.21% 49.09% 35.90%
Operating margin 4.36% 16.19% 11.22%
Net margin 23.03% 13.36% 7.80%
Free cash flow margin 30.56% 16.76% 9.51%
Return on equity 82.64% 33.66% 11.10%
Return on assets 14.24% 10.76% 4.63%
Return on invested capital 40.38% 14.71% 5.37%

Growth

Metric GEV ROK Specialty Industrial Machinery median
Revenue growth (TTM) 12.98% 11.31% 6.45%
EPS growth (last fiscal year) 217.03% (7.37%) —
Revenue growth, 5-year CAGR — 5.68% 8.31%
Net income growth, 5-year CAGR — (3.26%) 5.04%

Health

Metric GEV ROK Specialty Industrial Machinery median
Debt to equity 0.21 0.74 0.35
Current ratio 0.85 1.08 2.11
Net debt to EBITDA (3.95) 1.32 1.32

Dividend

Metric GEV ROK Specialty Industrial Machinery median
Dividend yield — 1.82% 1.12%
Payout ratio — 0.38 0.17

Size

Metric GEV ROK Specialty Industrial Machinery median
Market cap 257.17b 48.14b 1.97b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack