Sectivia

GE Vernovavs.Rockwell Automation

GEV vs ROK · both in Power equipment, part of the Energy, grid & critical infrastructure value chain: Turbines, transformers and power management for generating and distributing electricity.

GE Vernova is about 5.6× larger than Rockwell Automation by market cap; GE Vernova trades at the lower P/E (29.3 vs 41.4); year to date, GE Vernova leads (+44.1% vs +10.4%).

Side by side

GEVROK
Market cap$279B$49.7B
Price$926.73$429.40
Today−1.6%−0.1%
Return YTD+44.1%+10.4%
Return 1Y+55.2%+22.4%
P/E29.341.4
P/S6.85.5
P/B23.414.2

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

GE VernovaGEV

NYSE · USA

The energy business carved out of GE. Gas turbines and grid equipment carry a record order book, with the BWRX-300 small modular reactor as the longer-dated bet.

New power capacityPower gridSMR exposure
Full GEV profile →

Rockwell AutomationROK

NYSE · USA

Sells the control layer of the automated factory, from PLCs and motor drives up to the software that supervises them.

Industrial automation
Full ROK profile →

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