Mulya.ai
Ticker
GEV
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.151
Beta (levered) ?1.151
Terminal OM% ?23.3%
Segment conc. ?55% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

GEV · GE Vernova Inc.

$898.572026-05-17
Sector: Utilities; Industry: Renewable Utilities; Sub-Industry: Heavy Electrical Equipment

Intrinsic Value Range Comparison · Mulya.ai

Bull
$823
-8.4% vs market
Base · active
$820
-8.7% vs market
Bear
$547
-39.1% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $547
Base $820
Bull $823
Median $849
Market $899
Market Price $899
Mulya.ai Base $820
Analysts Median $849
Mulya.ai IV range ($547 · $823)
Analysts Range ($475 · $1087)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2023.Q4$33.2B-2.8%0.0%−$10.1B$1.6B−$8.5B8.8%-149.9%$6.8B$-1.59
2024.Q4$34.9B5.1%2.3%37.6%$491MM$2.0B$2.5B9.5%11.0%$2.2B$5.62
2025.Q4$38.1B9.0%3.7%0.0%$2.5B$2.6B$5.0B9.5%109.3%$2.3B$17.70174.5
italics below = DCF projection · 10yr Rev CAGR: 9.9%
2026.Q4$44.6B+17.2%3.7%2.0%$1.6B$0MM$1.6B9.2%$1.5B70.0%$2.3B$5.91152.0
2027.Q4$50.6B+13.5%7.6%4.0%$3.7B$0MM$3.7B9.1%$3.1B159.4%$2.3B$13.4666.8
2028.Q4$57.5B+13.6%11.5%6.0%$6.2B$0MM$6.2B9.1%$4.8B267.9%$2.3B$22.6139.7
2029.Q4$66.0B+14.7%15.4%8.0%$9.4B$0MM$9.4B9.0%$6.6B402.3%$2.3B$33.9626.5
2030.Q4$72.3B+9.6%23.3%10.0%$15.1B$0MM$15.1B9.0%$9.8B649.2%$2.3B$54.8116.4
Term. Yr+$102.0B4.1%23.3%20.0%$19.0B−$3.3B$15.7B8.6%$148.2B23.6%
Active scenario IV: $820 (-8.7% vs market)