企業プロフィール · Industrials

GE Vernova LLC

GEV · 米国株
取引所
米国株
国 / 地域
USA
上場日
2024年3月27日
従業員数
78,000
公式サイト
www.gevernova.com
現在値
$996.57
リアルタイム · 2026年7月27日
ベイリー成長スコア
48/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 $996.57 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 $170–$250 / 妥当 $430–$560 / 楽観的 $850–$980。$996.57 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 $1,038.74(2026年5月25日)

時価総額$2702.62億
売上高(TTM)$413.67億
EBITDA$39.27億
純利益率23.04%
ROE82.58%
PER (TTM)29.58
予想PER36.5
PEG1.75
EPS$34.30
配当利回り0.17%
52週レンジ$529.18 – $1,195.94
アナリスト目標株価$1,233.10
アナリスト評価4.2 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

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. The company operates through three segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies. It serves industrial, government, and other customers. The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment provides grid solutions; power conversion; electrification software; and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.

沿革

GE Vernova was incorporated in 2023 and is headquartered in Cambridge, Massachusetts. It completed its spin-off from GE on April 2, 2024, having listed via an IPO dated March 27, 2024. In the first quarter of 2026 the company acquired the remaining 50% stake in Prolec GE for about $5.3 billion in cash, strengthening its North American grid-equipment position. It employs approximately 78,000 people.

業界での地位

GE Vernova is a global power-industry company operating through three segments — Power, Wind, and Electrification — covering the generation, transmission, distribution, conversion, storage, and orchestration of electricity. The company discloses that its installed base helps generate about 25% of the world's electricity, including roughly 7,000 gas turbines (about 1,800 under long-term service agreements) and about 59,000 onshore wind turbines (about 24,000 under service agreements). In its 10-K it lists competitors such as Siemens Energy, Mitsubishi Power, Westinghouse and Framatome in Power; Vestas, Siemens Gamesa, Nordex, Envision and Goldwind in Wind; and Hitachi Energy, Schneider Electric, Mitsubishi Electric and ABB in Electrification.

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