GEV vs. ITW: GE Vernova vs. Illinois Tool Works Stock Comparison
How do GE Vernova (GEV) and Illinois Tool Works (ITW) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
GE Vernova (GEV) and Illinois Tool Works (ITW) both fall under the Capital Goods industry group, but GEV is classified in Electrical Equipment while ITW is classified in Machinery.
Illinois Tool Works (ITW) carries decades of public-market history since March 13, 1973, while GE Vernova (GEV) listed on March 27, 2024 — long-window comparisons have far more historical data on the ITW side.
| Profile Item | GEV | ITW |
|---|---|---|
| Name | GE Vernova Inc. | Illinois Tool Works Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Electrical Equipment | Machinery |
| GICS Sub-Industry | Heavy Electrical Equipment | Industrial Machinery & Supplies & Components |
| Market Capitalization | 280.86 billion USD | 77.02 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 27, 2024 | March 13, 1973 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Performance Metrics
| Metric | GEV | ITW |
|---|---|---|
| Total Return (1Y) | 106.78% | 11.24% |
Risk Profile
Drawdown History
Risk Metrics
| Metric | GEV | ITW |
|---|---|---|
| Volatility (1Y, Annualized) | 50.84% | 20.78% |
| Beta (5Y) | 0.99 | 0.98 |
| Avg. Volume (3M) | 2.71M | 1.37M |
Risk-Adjusted Performance
Risk-Return Positioning
Profitability
ROE (TTM)
Both GE Vernova (GEV) at 75.71% and Illinois Tool Works (ITW) at 96.85% turn shareholders’ equity into profit at rates above their industry benchmark ranges for ROE. That is a strong capital-efficiency signal, though leverage and the equity base still matter.
GEV
Capital Goods industry group
75.71%
- GEV
- 75.71%
- Max
- 45.43%
- Q3
- 20.07%
- Median
- 11.35%
- Q1
- 3.04%
- Min
- -19.79%
ITW
Capital Goods industry group
96.85%
- ITW
- 96.85%
- Max
- 45.43%
- Q3
- 20.07%
- Median
- 11.35%
- Q1
- 3.04%
- Min
- -19.79%
Net Margin (TTM)
For every dollar of sales, both GE Vernova (GEV) at 23.81% and Illinois Tool Works (ITW) at 19.32% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
GEV
Capital Goods industry group
23.81%
- Max
- 24.69%
- GEV
- 23.81%
- Q3
- 11.56%
- Median
- 5.93%
- Q1
- 0.85%
- Min
- -13.94%
ITW
Capital Goods industry group
19.32%
- Max
- 24.69%
- ITW
- 19.32%
- Q3
- 11.56%
- Median
- 5.93%
- Q1
- 0.85%
- Min
- -13.94%
Operating Margin (TTM)
Illinois Tool Works (ITW) at 25.67% operates in the top operating margin quartile, ahead of GE Vernova (GEV) at 5.46%, which runs around its industry’s norm.
GEV
Capital Goods industry group
5.46%
- Max
- 29.84%
- Q3
- 15.92%
- Median
- 8.27%
- GEV
- 5.46%
- Q1
- 1.86%
- Min
- -17.50%
ITW
Capital Goods industry group
25.67%
- Max
- 29.84%
- ITW
- 25.67%
- Q3
- 15.92%
- Median
- 8.27%
- Q1
- 1.86%
- Min
- -17.50%
Profitability Metrics
| Metric | GEV | ITW |
|---|---|---|
| ROE (TTM) | 75.71% | 96.85% |
| ROA (TTM) | 2.38% | 17.05% |
| Net Margin (TTM) | 23.81% | 19.32% |
| Operating Margin (TTM) | 5.46% | 25.67% |
| Gross Margin (TTM) | 20.28% | 44.12% |
Growth
Revenue Growth
Revenue Growth Metrics
| Metric | GEV | ITW |
|---|---|---|
| Revenue Growth (YoY) | 8.97% | 0.92% |
| Revenue Growth (3Y CAGR) | 8.68% | 0.23% |
EPS Growth
EPS Growth Metrics
| Metric | GEV | ITW |
|---|---|---|
| EPS Growth (YoY) | 217.03% | -10.42% |
| EPS Growth (3Y CAGR) | -- | 2.40% |
Financial Strength
Current Ratio (MRQ)
Both GE Vernova (GEV) at 0.89 and Illinois Tool Works (ITW) at 1.19 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
GEV
Capital Goods industry group
0.89
- Max
- 5.24
- Q3
- 2.97
- Median
- 2.11
- Q1
- 1.45
- GEV
- 0.89
- Min
- 0.71
ITW
Capital Goods industry group
1.19
- Max
- 5.24
- Q3
- 2.97
- Median
- 2.11
- Q1
- 1.45
- ITW
- 1.19
- Min
- 0.71
Debt / Equity (MRQ)
GE Vernova (GEV) at 0.25 keeps leverage in the lower quartile, while Illinois Tool Works (ITW) at 2.83 is above its industry debt-to-equity ratio range.
GEV
Capital Goods industry group
0.25
- Max
- 2.29
- Q3
- 1.08
- Median
- 0.62
- Q1
- 0.28
- GEV
- 0.25
- Min
- 0.00
ITW
Capital Goods industry group
2.83
- ITW
- 2.83
- Max
- 2.29
- Q3
- 1.08
- Median
- 0.62
- Q1
- 0.28
- Min
- 0.00
Financial Strength Metrics
| Metric | GEV | ITW |
|---|---|---|
| Current Ratio (MRQ) | 0.89 | 1.19 |
| Debt / Equity (MRQ) | 0.25 | 2.83 |
| Net Debt / EBITDA | -1.76 | 1.76 |
Dividends
Dividend Yield (TTM)
Illinois Tool Works (ITW) at 2.34% delivers top-quartile income for its industry, while GE Vernova (GEV) at 0.14% pays a more typical yield — both are credible income propositions, ITW the richer one.
GEV
Capital Goods industry group
0.14%
- Max
- 2.34%
- Q3
- 1.00%
- Median
- 0.15%
- GEV
- 0.14%
- Q1
- 0.00%
- Min
- 0.00%
ITW
Capital Goods industry group
2.34%
- ITW
- 2.34%
- Max
- 2.34%
- Q3
- 1.00%
- Median
- 0.15%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
GE Vernova (GEV) at 5.11% pays out a band-typical share of earnings, while Illinois Tool Works (ITW) at 58.77% distributes more than its industry norm — less retained, thinner cover.
GEV
Capital Goods industry group
5.11%
- Max
- 72.02%
- Q3
- 29.56%
- Median
- 6.41%
- GEV
- 5.11%
- Q1
- 0.00%
- Min
- 0.00%
ITW
Capital Goods industry group
58.77%
- Max
- 72.02%
- ITW
- 58.77%
- Q3
- 29.56%
- Median
- 6.41%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | GEV | ITW |
|---|---|---|
| Dividend Yield (TTM) | 0.14% | 2.34% |
| Dividend Payout Ratio (TTM) | 5.11% | 58.77% |
Valuation
P/E Ratio (TTM)
Both GE Vernova (GEV) at 30.58 and Illinois Tool Works (ITW) at 24.88 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
GEV
Capital Goods industry group
30.58
- Max
- 89.28
- Q3
- 51.81
- Median
- 33.98
- GEV
- 30.58
- Q1
- 23.50
- Min
- 6.12
ITW
Capital Goods industry group
24.88
- Max
- 89.28
- Q3
- 51.81
- Median
- 33.98
- ITW
- 24.88
- Q1
- 23.50
- Min
- 6.12
P/S Ratio (TTM)
Illinois Tool Works (ITW) at 4.75 is priced about in line with its industry on P/S ratio, while GE Vernova (GEV) at 7.13 sits in the pricier quartile — GEV costs more per dollar of sales.
GEV
Capital Goods industry group
7.13
- Max
- 9.89
- GEV
- 7.13
- Q3
- 4.89
- Median
- 2.76
- Q1
- 1.29
- Min
- 0.04
ITW
Capital Goods industry group
4.75
- Max
- 9.89
- Q3
- 4.89
- ITW
- 4.75
- Median
- 2.76
- Q1
- 1.29
- Min
- 0.04
P/B Ratio (MRQ)
Measured against book value, both GE Vernova (GEV) at 20.17 and Illinois Tool Works (ITW) at 23.85 look expensive — each P/B ratio sits above its industry’s benchmark range.
GEV
Capital Goods industry group
20.17
- GEV
- 20.17
- Max
- 13.55
- Q3
- 6.81
- Median
- 3.86
- Q1
- 2.14
- Min
- -2.32
ITW
Capital Goods industry group
23.85
- ITW
- 23.85
- Max
- 13.55
- Q3
- 6.81
- Median
- 3.86
- Q1
- 2.14
- Min
- -2.32
Valuation Metrics
| Metric | GEV | ITW |
|---|---|---|
| P/E Ratio (TTM) | 30.58 | 24.88 |
| P/S Ratio (TTM) | 7.13 | 4.75 |
| P/B Ratio (MRQ) | 20.17 | 23.85 |
| Free Cash Flow Yield (TTM) | 3.32% | 2.88% |