GEO Group vs Veralto
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KIRA’s take AI analyst
I put GEO Group and Veralto side by side, using each one’s latest annual report. Here is what stands out:
- Veralto is the larger business, with $5.5B of revenue in fiscal 2025 against $2.6B for GEO Group, about 2.1 times as much.
- GEO Group grew revenue faster (8.6%, against 6.0%).
- Veralto kept more of each dollar of sales as operating profit (23.2% operating margin, against 9.8%).
- Veralto turned more of its sales into free cash flow (18.4% FCF margin, against −4.8%).
- Veralto earned a higher return on the capital invested in it (28.1%, against 6.3%).
- Investors pay more for each dollar of Veralto’s earnings: a P/E of 26.6x against 12.9x for GEO Group.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
GEO Group
GEO
1/9
Revenue growth
Veralto
VLTO
7/9
Operating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | GEO FY25 | VLTO FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.6B | $25.8B |
| Revenue | $2.6B | $5.5B |
| Free cash flow | −$125M | $1.0B |
| Net income | $254M | $940M |
| Growth | ||
| Revenue growth | 8.6% | 6.0% |
| 5-year growth | 2.3% | — |
| Share count change | 4.2% | 0.3% |
| Profitability | ||
| Gross margin | — | 60.0% |
| Operating margin | 9.8% | 23.2% |
| Net margin | 9.7% | 17.1% |
| FCF margin | −4.8% | 18.4% |
| Return on capital | 6.3% | 28.1% |
| Return on equity | 17.9% | 36.6% |
| Balance sheet | ||
| Net debt | $1.6B | $642M |
| Net debt / EBITDA | 4.1x | 0.5x |
| Dividends and buybacks | $91.0M | $109M |
| Valuation & quality | ||
| P/E | 12.9x | 26.6x |
| Piotroski F-score | 6 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.