BWXT vs GEV vs ATS Stock Comparison

BWX Technologies, GE Vernova and Ats Prices as of Oct 23, 2026 Peers: Industry group
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BWXT BWX Technologies, Inc.
$127.14 -10.4% 1M -36.4% 1Y
Market cap
$12.03B
P/E
33.9x
Revenue (TTM)
$3.51B
Div. yield
0.01%
Nuclear Equipment Industrials
2 wins
GEV GE Vernova Inc.
$814.57 -14.4% 1M +36.9% 1Y
Market cap
$229.22B
P/E
24.1x
Revenue (TTM)
$41.37B
Div. yield
–
Power Equipment Industrials
7 wins
ATS ATS Corp /ATS
$18.94 -1.4% 1M -29.8% 1Y
Market cap
$1.86B
P/E
54.7x
Revenue (TTM)
$2.12B
Div. yield
–
Industrial Machinery Industrials
1 win

Head to Head

10 decided of 12

GE Vernova leads on 7 of the 12 questions below (GE Vernova 7, BWX Technologies 2, Ats 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBWXTGEVATSLeader
Larger companyMarket capitalisation $12.03B $229.22B $1.86B GEV
Cheaper on earningsLower P/E, profitable companies only 33.9x 24.1x 54.7x GEV
Cheaper on forward earningsLower price / next fiscal year consensus EPS 28.3x — 18.6x ATS
Faster revenue growthRevenue growth, trailing twelve months +22.7% +13.0% +14.8% BWXT
More profitableNet margin, trailing twelve months 10.1% 23.0% 1.6% GEV
Better return on capitalReturn on invested capital 10.6% 10.7% 3.7% GEV
Less leveragedLower net debt / EBITDA 2.6x -3.4x 3.5x GEV
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -36.4% +36.9% -29.8% GEV
Better 5-year returnAnnualised price return, 5 years +17.0%/yr — — –
Less volatileAnnualised volatility, 1 year 44.9% 53.5% 51.9% BWXT
Higher overall scoreMean of the five percentile scores vs peers 63/100 83/100 52/100 GEV

Percentile Scorecard

BWXTGEVATS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBWXTGEVATS
Valuation 60 #25 of 61 75 #16 of 61 88 #26 of 203
Growth 61 #23 of 58 98 #2 of 58 79 #41 of 188
Profitability 89 #7 of 55 91 #6 of 55 45 #104 of 187
Financial Health 41 #42 of 71 57 #31 of 71 24 #170 of 222
Shareholder Returns – 93 #3 of 31 24 #116 of 153
Overall 63 83 52
  • BWXT ranked among 71 companies in Clean Energy Equipment
  • GEV ranked among 71 companies in Clean Energy Equipment
  • ATS ranked among 222 companies in Machinery

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBWXTGEVATSSPY
1 month -10.4%-14.4%-1.4% -1.0%
3 months -27.2%-19.7%-28.2% +2.9%
6 months -43.0%-29.1%-42.7% +6.4%
Year to date -26.4%+24.6%-31.2% +11.4%
1 year -36.4%+36.9%-29.8% +13.1%
3 years +68.9%—-46.6% +79.4%
3 years, per year +19.1%—-18.9% +21.5%
5 years +118.8%—— +67.7%
5 years, per year +17.0%—— +10.9%
10 years +228.0%—— +255.2%
10 years, per year +12.6%—— +13.5%

Risk

MeasureBWXTGEVATSSPY
Volatility, 1Y 44.9%53.5%51.9% 12.7%
Downside volatility, 1Y 46.5%53.7%62.3% 12.7%
Beta vs S&P 500, 1Y 1.932.091.54 1.00
Return / volatility, 1Y -0.810.69-0.57 1.03
Max drawdown, 5Y -46.7%-38.3%-64.5% -25.4%
From 52-week high -46.7%-30.7%-46.5% -2.5%
52-week high $238.42$1,174.86$35.38 $779.14
52-week low $127.14$547.96$17.29 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBWXTGEVATS
P/E now vs peer median 32.8xmedian 24.1x 22.9xmedian 24.1x 54.6xmedian 25.9x
P/S now vs peer median 3.3xmedian 2.2x 5.2xmedian 2.2x 0.9xmedian 1.9x
EV/EBITDA now vs peer median 24.0xmedian 17.4x 68.8xmedian 17.4x 12.2xmedian 13.7x
P/FCF now vs peer median 36.8xmedian 27.4x 17.4xmedian 27.4x 10.3xmedian 21.1x
P/B now vs peer median 8.7xmedian 1.8x 16.5xmedian 1.8x 1.5xmedian 2.3x
PEG now vs peer median 1.99median 0.76 —median 0.76 -1.71median 1.19

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBWXTGEVATS
Revenue $3.51B $41.37B $2.12B
Gross profit $775.94M $8.36B $594.19M
Operating income $426.23M $1.80B $119.42M
Net income $355.38M $9.54B $33.97M
Free cash flow $316.76M $12.44B $180.36M
R&D $15.56M $1.31B –
EPS (diluted) $3.86 $35.29 $0.35
Cash & equivalents $608.20M $13.12B $140.09M
Total debt $7.08B – $3.79B
Shares (diluted) 92.01M 270.00M 98.14M
Enterprise value $10.33B $189.13B $1.18B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBWXTGEVATS
P/E 32.8x 22.9x 54.6x
P/FCF 36.8x 17.4x 10.3x
P/Operating cash flow 22.4x 15.3x 9.1x
P/S 3.3x 5.2x 0.9x
P/B 8.7x 16.5x 1.5x
P/Tangible book 11.4x 25.2x 2.4x
EV/EBITDA 24.0x 68.8x 12.2x
EV/EBIT 30.6x 114.9x 21.7x
EV/Revenue 3.7x 5.0x 1.2x
EV/FCF 41.2x 16.6x 14.3x
EV/Operating cash flow 25.2x 14.6x 12.7x
PEG (3Y EPS CAGR) 1.99 – -1.71

Growth

14 metrics
MetricBWXTGEVATS
Revenue growth (1Y) 22.7% 13.0% 14.8%
Revenue CAGR (3Y) 14.7% – 1.5%
Gross profit growth (1Y) 11.7% 27.7% 24.9%
Gross profit CAGR (3Y) 11.3% – 1.2%
Operating income growth (1Y) 9.9% 174.7% 4,708%
Operating income CAGR (3Y) 6.2% – -12.6%
Net income growth (1Y) 20.7% 719.9% 228.1%
Net income CAGR (3Y) 16.6% – -30.6%
EPS growth (1Y) 20.3% 742.6% 227.3%
EPS CAGR (3Y) 16.5% – -32.0%
Operating cash flow growth (1Y) 0.0% 295.4% 32.1%
Operating cash flow CAGR (3Y) 29.3% – 77.8%
Free cash flow growth (1Y) -12.1% 359.3% 37.0%
Free cash flow CAGR (3Y) 67.6% – 279.9%

Profitability

14 metrics
MetricBWXTGEVATS
Gross margin 22.1% 20.2% 28.0%
EBITDA margin 15.5% 7.3% 10.0%
Operating margin 12.1% 4.3% 5.6%
Pretax margin 12.2% 19.0% 2.4%
Net margin 10.1% 23.0% 1.6%
FCF margin 9.0% 30.1% 8.5%
Operating cash flow margin 14.8% 34.2% 9.6%
Return on equity 27.2% 67.6% 2.7%
Return on assets 8.1% 12.2% 1.1%
Return on invested capital 10.6% 10.7% 3.7%
Return on capital employed 11.6% 8.0% –
Asset turnover 0.8x 0.5x 0.7x
Cash conversion (OCF / net income) 1.5x 1.5x 6.0x
Stock comp / revenue 0.9% – 0.1%

Financial Health

11 metrics
MetricBWXTGEVATS
Debt / assets 45.7% 3.5% 28.8%
Debt / equity 1.5x 0.2x 0.7x
Net debt / EBITDA 2.6x -3.4x 3.5x
Debt / FCF 6.4x 0.2x 4.8x
Liabilities / assets 69.8% 83.8% 57.9%
Equity / assets 30.2% 16.2% 42.1%
Interest coverage 12.4x 9.5x 1.7x
Current ratio 2.4x 0.8x –
Quick ratio 2.0x 0.6x –
Cash ratio 0.9x 0.2x –
Altman Z-score 4.49 2.58 –

Shareholder Returns

7 metrics
MetricBWXTGEVATS
Dividend yield 0.8% 0.2% –
Net buyback yield – 2.5% 0.3%
Shareholder yield 0.8% 2.7% 0.3%
Payout ratio (earnings) 27.0% – –
Payout ratio (FCF) 30.3% – –
Dividend growth (1Y) 5.9% – –
Dividend CAGR (3Y) 5.0% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBWXTGEVATS
Forward P/E 28.3xFY2026 – 18.6xFY2026
EPS, next fiscal year $4.50FY2026 – $1.02FY2026
EPS growth, next FY +12.2%FY2026 – -15.7%FY2026
EPS growth, the year after +8.4% – +37.3%
Revenue, next fiscal year $3.64BFY2026 – $1.95BFY2026
Revenue growth, next FY +13.7%FY2026 – -8.9%FY2026
Revenue growth, the year after +8.9% – +3.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBWXTGEVATS
Held by institutions 92.2% 79.1% 83.4%
Institutions holding 846 3,414 143
Change in shares held, QoQ -0.6% +4.0% -9.9%
Institutions buying 436 1,950 82
Institutions selling 280 982 46
Buyers to sellers 1.56 1.99 1.78

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BWXTGEVATS
BWXT 1.00 0.54 0.25
GEV 0.54 1.00 0.24
ATS 0.25 0.24 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BWXT, GEV and ATS?

GE Vernova (GEV) is the largest by market capitalisation: BWX Technologies (BWXT) $12.03B, GE Vernova (GEV) $229.22B, Ats (ATS) $1.86B.

Which stock is cheaper, BWXT, GEV and ATS?

GE Vernova (GEV) trades on the lowest price-to-earnings ratio (BWX Technologies (BWXT) 33.9x, GE Vernova (GEV) 24.1x, Ats (ATS) 54.7x). On next year's consensus earnings, Ats (ATS) is cheapest (BWX Technologies (BWXT) 28.3x, Ats (ATS) 18.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

BWX Technologies (BWXT) grew revenue fastest over the trailing twelve months: BWX Technologies (BWXT) +22.7%, GE Vernova (GEV) +13.0%, Ats (ATS) +14.8%.

Which company is more profitable?

GE Vernova (GEV) has the highest net margin (BWX Technologies (BWXT) 10.1%, GE Vernova (GEV) 23.0%, Ats (ATS) 1.6%). On return on invested capital, GE Vernova (GEV) leads (BWX Technologies (BWXT) 10.6%, GE Vernova (GEV) 10.7%, Ats (ATS) 3.7%).

Which stock has performed better?

Over the past year GE Vernova (GEV) returned the most: BWX Technologies (BWXT) -36.4%, GE Vernova (GEV) +36.9%, Ats (ATS) -29.8%. Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: BWX Technologies (BWXT) 0.01%, GE Vernova (GEV) 0.00%, Ats (ATS) 0.00%. GE Vernova (GEV) and Ats (ATS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, BWX Technologies (BWXT) has been the steadiest (BWX Technologies (BWXT) 44.9%, GE Vernova (GEV) 53.5%, Ats (ATS) 51.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BWXT, GEV and ATS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, GE Vernova (GEV) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.