BWXT vs GEV: BWX Technologies vs GE Vernova Compared
BWX Technologies (BWXT) vs GE Vernova (GEV) compared side by side: nuclear exposure, fuel and reactor roles, facilities, DOE awards and live market cap, plus which suits which investor.
Informational only — not investment advice.
| BWXT | GEV | |
|---|---|---|
| Stage | Fuel cycle | Reactor vendors and SMR developers |
| Segment | Fuel fabrication | Reactor vendor |
| Nuclear exposure | Pure play | Diversified |
| Exchange | NYSE:BWXT | NYSE:GEV |
| Market cap (live) | $13.36B | $275.33B |
| Short interest | 4.4% of float | 3.3% of float |
| 1-year return | -28.9% | 64.5% |
| Lead cited figure | 2 facilities (Fuel-cycle facilities) | 900 MW (Tracked reactor pipeline) |
Which suits which investor?
BWXT is a nuclear pure play: naval reactors and fuel for the U.S. Navy, HEU downblending and TRISO fuel, components for SMRs including the first BWRX-300 pressure vessel. GE Vernova is a diversified power-equipment group where nuclear (the BWRX-300 and Global Nuclear Fuel) sits inside a segment dominated by gas turbines and grid gear, so GEV is excluded from the tracker's nuclear totals. Investors wanting concentrated nuclear manufacturing exposure look at BWXT; those wanting SMR optionality inside a large industrial look at GEV, knowing most of its value comes from elsewhere.
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