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ETN vs GEV
Which Stock Would AI Choose? Eaton Corporation plc (ETN) vs. GE Vernova Inc. (GEV) Stock Comparison
Key Takeaways
- ETN delivered strong Q1 2026 results with record revenue of $7.5 billion and raised full-year organic growth guidance to 10%, though shares dipped on cautious outlook.
- GEV has surged 68% YTD and 174% over the past year, driven by AI power demand and projects like a 2.5 GW hybrid plant, outpacing ETN's 29% YTD gain.
- Both operate in the Industrials sector (Specialty Industrial Machinery), with GEV at a lower trailing P/E of 32 vs. ETN's 39-40, but higher growth trajectory.
- GEV's market cap of $294B dwarfs ETN's $159-164B, reflecting explosive momentum amid electrification trends.
- Recent AI-related catalysts boost both, but GEV shows superior relative performance in recent market activity.
Introduction
Eaton Corporation plc (ETN) and GE Vernova Inc. (GEV) are key players in the power management and energy equipment space, benefiting from surging demand for electrical infrastructure driven by AI data centers and electrification. This stock comparison analyzes their business models, recent performance, and market positioning in the current environment. Traders seeking momentum in industrials and investors eyeing long-term growth in power solutions will find value in understanding their relative strengths, valuations, and catalysts amid broader sector tailwinds.
ETN Overview and Recent Performance
Eaton Corporation plc (ETN) is an intelligent power management company providing electrical components, power distribution, and solutions across Americas, Global, and other segments. In recent weeks, ETN reported record Q1 2026 revenue of $7.5 billion and adjusted EPS of $2.81, surpassing estimates, fueled by strong data center orders up 240% and aerospace growth. The firm raised 2026 organic growth guidance to 10% midpoint from 8%. Despite this, shares declined around 2.7% post-earnings due to cautious quarterly outlook, trading near 52-week highs around $411 with YTD gains of 29%. Sentiment remains positive on diversified exposure and AI-driven demand, though valuation at trailing P/E ~40 reflects premium pricing.
GEV Overview and Recent Performance
GE Vernova Inc. (GEV) focuses on energy technologies across Power, Wind, and Electrification segments, designing gas, nuclear, hydro, wind turbines, and grid solutions. Recent market activity highlights robust growth, with Q1 2026 revenue at $9.34 billion and net income $4.75 billion, alongside a record $13 billion order backlog tied to AI power needs. Shares have rallied, up 68% YTD and 174% over the past year, recently around $1,095, supported by partnerships like a 2.5 GW hybrid gas-nuclear plant in Texas. Trading at trailing P/E ~32, sentiment is buoyant on electrification and data center tailwinds, though high beta (1.31) signals volatility.
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Head-to-Head Comparison
Both ETN and GEV thrive in power infrastructure amid AI and electrification, but diverge in focus: ETN's diversified electrical and aerospace model offers stability (beta ~1.2), while GEV's energy generation emphasis drives higher growth (YTD 68% vs. 29%). GEV boasts larger revenue ($39B TTM vs. $28B) and lower trailing P/E (32 vs. 40), but elevated forward P/E (38 vs. 32) and price/book (21 vs. 8) signal richer growth pricing. Risk factors include execution on backlogs for GEV and guidance sensitivity for ETN. Market sentiment favors GEV's momentum, though ETN provides broader sector balance.
Tickeron AI Verdict
Tickeron’s AI would currently favor GEV due to superior trend consistency, explosive YTD and 1-year returns, and stronger positioning in high-demand AI power generation catalysts like massive order backlogs. While ETN offers reliable stability and diversified growth, GEV's relative momentum and lower trailing valuation suggest higher probabilistic upside in the near term, barring execution risks.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ETN is a Hold and GEV is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ETN’s FA Score shows that 2 FA rating(s) are green whileGEV’s FA Score has 1 green FA rating(s).
- ETN’s FA Score: 2 green, 3 red.
- GEV’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ETN’s TA Score shows that 4 TA indicator(s) are bullish while GEV’s TA Score has 3 bullish TA indicator(s).
- ETN’s TA Score: 4 bullish, 5 bearish.
- GEV’s TA Score: 3 bullish, 5 bearish.
Price Growth
ETN (@Industrial Machinery) experienced а -0.52% price change this week, while GEV (@Industrial Machinery) price change was +0.87% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -1.68%. For the same industry, the average monthly price growth was +3.07%, and the average quarterly price growth was +17.53%.
Reported Earning Dates
ETN is expected to report earnings on Aug 04, 2026.
GEV is expected to report earnings on Jul 22, 2026.
Industries' Descriptions
@Industrial Machinery (-1.68% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
| ETN | GEV | ETN / GEV | |
| Capitalization | 155B | 282B | 55% |
| EBITDA | 6.22B | 2.52B | 247% |
| Gain YTD | 26.148 | 60.754 | 43% |
| P/E Ratio | 39.08 | 30.66 | 127% |
| Revenue | 28.5B | 39.4B | 72% |
| Total Cash | 751M | 10.2B | 7% |
| Total Debt | 21.8B | 2.81B | 777% |
ETN | ||
|---|---|---|
OUTLOOK RATING 1..100 | 78 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 22 | |
SMR RATING 1..100 | 44 | |
PRICE GROWTH RATING 1..100 | 42 | |
P/E GROWTH RATING 1..100 | 31 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| ETN | GEV | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 67% | 3 days ago 77% |
| Stochastic ODDS (%) | 3 days ago 45% | 3 days ago 85% |
| Momentum ODDS (%) | 3 days ago 45% | 3 days ago 69% |
| MACD ODDS (%) | 3 days ago 55% | 3 days ago 67% |
| TrendWeek ODDS (%) | 3 days ago 60% | 3 days ago 90% |
| TrendMonth ODDS (%) | 3 days ago 70% | 3 days ago 90% |
| Advances ODDS (%) | 4 days ago 65% | 12 days ago 90% |
| Declines ODDS (%) | 13 days ago 53% | 5 days ago 63% |
| BollingerBands ODDS (%) | 3 days ago 76% | 3 days ago 76% |
| Aroon ODDS (%) | 3 days ago 65% | 3 days ago 90% |
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| QCMU | 32.32 | 0.41 | +1.28% |
| Direxion Daily QCOM Bull 2X Shares | |||
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| Innovator U.S. Equity Power BffrETF™-Mar | |||
| XLV | 145.10 | -1.53 | -1.04% |
| State Street®HlthCrSelSectSPDR®ETF | |||
| ONOF | 39.47 | -0.50 | -1.25% |
| Global X Adaptive US Risk Management ETF | |||
| EEMO | 21.60 | -1.32 | -5.78% |
| Invesco S&P Emerging Markets Mom ETF | |||
GEV and
Correlation & Price change
A.I.dvisor indicates that over the last year, GEV has been loosely correlated with ETN. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if GEV jumps, then ETN could also see price increases.