Eaton (ETN) Stock Analysis
This is a peer-relative look at Eaton (ETN): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Capital Goods peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | ETN |
|---|---|
| Name | Eaton Corporation plc |
| Country/Region | Ireland |
| GICS Sector | Industrials |
| GICS Industry Group | Capital Goods |
| GICS Industry | Electrical Equipment |
| GICS Sub-Industry | Electrical Components & Equipment |
| Market Capitalization | 159.57 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | June 1, 1972 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: ETN | Industry group median |
|---|---|---|
| Total Return (1Y) | 19.30% | 12.97% |
| Total Return (3Y, Annualized) | 22.21% | 15.09% |
| Total Return (5Y, Annualized) | 21.69% | 10.49% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: ETN | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 38.34% | 43.93% |
| Beta (5Y) | 1.14 | 1.21 |
| Max Drawdown (5Y) | -34.46% | -49.26% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: ETN | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | 0.40 | 0.20 |
| Sortino Ratio (1Y) | 0.57 | 0.30 |
Profitability
ROE (TTM)
Eaton (ETN) posts ROE of 19.68%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.
ETN
Capital Goods industry group
19.68%
Group distribution
- Max
- 40.35%
- ETN
- 19.68%
- Q3
- 18.68%
- Median
- 11.42%
- Q1
- 2.86%
- Min
- -19.86%
Largest peers
- BA
- 173.54%
- GEV
- 82.58%
- CAT
- 56.97%
- GE
- 48.23%
- ETN
- 19.68%
- DE
- 18.24%
- RTX
- 12.27%
Net Margin (TTM)
Eaton (ETN) keeps 12.75% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
ETN
Capital Goods industry group
12.75%
Group distribution
- Max
- 27.47%
- ETN
- 12.75%
- Q3
- 11.70%
- Median
- 5.75%
- Q1
- 0.71%
- Min
- -14.15%
Largest peers
- GEV
- 23.04%
- GE
- 17.72%
- CAT
- 14.51%
- ETN
- 12.75%
- DE
- 10.17%
- RTX
- 8.28%
- BA
- 2.59%
Operating Margin (TTM)
Eaton (ETN) turns 16.56% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.
ETN
Capital Goods industry group
16.56%
Group distribution
- Max
- 35.46%
- Q3
- 17.36%
- ETN
- 16.56%
- Median
- 10.53%
- Q1
- 4.58%
- Min
- -12.63%
Largest peers
- CAT
- 22.18%
- GE
- 20.57%
- DE
- 17.48%
- ETN
- 16.56%
- RTX
- 12.70%
- GEV
- 7.47%
- BA
- 0.00%
Profitability Metrics
| Metric | Current stock: ETN | Industry group median |
|---|---|---|
| ROE (TTM) | 19.68% | 11.42% |
| ROA (TTM) | 7.05% | 5.05% |
| Net Margin (TTM) | 12.75% | 5.75% |
| Operating Margin (TTM) | 16.56% | 10.53% |
| Gross Margin (TTM) | 36.02% | 29.50% |
Growth
Revenue Growth
Eaton (ETN) grew revenue 10.33%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.
EPS Growth
Eaton (ETN) grew earnings per share 10.00%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.
Growth Metrics
| Metric | Current stock: ETN | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 10.33% | 8.16% |
| Revenue Growth (3Y CAGR) | 9.77% | 6.32% |
| EPS Growth (YoY) | 10.00% | 4.93% |
| EPS Growth (3Y CAGR) | 19.39% | 6.34% |
Financial Strength
Current Ratio (MRQ)
Eaton (ETN) has current ratio of 1.24, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.
ETN
Capital Goods industry group
1.24
Group distribution
- Max
- 5.28
- Q3
- 2.99
- Median
- 2.09
- Q1
- 1.45
- ETN
- 1.24
- Min
- 0.76
Largest peers
- DE
- 2.13
- CAT
- 1.37
- ETN
- 1.24
- BA
- 1.14
- RTX
- 1.01
- GE
- 0.98
- GEV
- 0.85
Debt / Equity (MRQ)
Eaton (ETN) has debt-to-equity ratio of 1.05, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
ETN
Capital Goods industry group
1.05
Group distribution
- Max
- 2.15
- Q3
- 1.09
- ETN
- 1.05
- Median
- 0.58
- Q1
- 0.27
- Min
- 0.00
Largest peers
- BA
- 7.91
- DE
- 3.76
- CAT
- 2.33
- GE
- 1.13
- ETN
- 1.05
- RTX
- 0.57
- GEV
- 0.28
Financial Strength Metrics
| Metric | Current stock: ETN | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 1.24 | 2.09 |
| Debt / Equity (MRQ) | 1.05 | 0.58 |
| Net Debt / EBITDA | 3.11 | 1.94 |
Dividends
Dividend Yield (TTM)
Eaton (ETN) has dividend yield of 1.08%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.
ETN
Capital Goods industry group
1.08%
Group distribution
- Max
- 2.72%
- Q3
- 1.09%
- ETN
- 1.08%
- Median
- 0.17%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- RTX
- 1.37%
- ETN
- 1.08%
- DE
- 0.93%
- CAT
- 0.77%
- GE
- 0.50%
- GEV
- 0.19%
- BA
- 0.00%
Dividend Payout Ratio (TTM)
Eaton (ETN) has payout ratio of 43.58%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.
ETN
Capital Goods industry group
43.58%
Group distribution
- Max
- 72.00%
- ETN
- 43.58%
- Q3
- 28.84%
- Median
- 5.73%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- RTX
- 48.77%
- ETN
- 43.58%
- DE
- 36.02%
- CAT
- 26.01%
- GE
- 19.58%
- GEV
- 5.73%
- BA
- 0.00%
Dividend Metrics
| Metric | Current stock: ETN | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 1.08% | 0.17% |
| Dividend Payout Ratio (TTM) | 43.58% | 5.73% |
Valuation
P/E Ratio (TTM)
Eaton (ETN) trades at P/E ratio of 41.84, in the richer earnings-multiple quartile for its industry. That premium needs support from growth, durable earnings, or stronger business quality.
ETN
Capital Goods industry group
41.84
Group distribution
- Max
- 71.51
- ETN
- 41.84
- Q3
- 41.67
- Median
- 29.88
- Q1
- 21.77
- Min
- 1.12
Largest peers
- BA
- 76.35
- ETN
- 41.84
- GE
- 39.66
- DE
- 38.62
- RTX
- 35.35
- CAT
- 35.08
- GEV
- 27.03
P/S Ratio (TTM)
Eaton (ETN) trades at 5.31 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.
ETN
Capital Goods industry group
5.31
Group distribution
- Max
- 8.99
- ETN
- 5.31
- Q3
- 4.42
- Median
- 2.46
- Q1
- 1.18
- Min
- 0.05
Largest peers
- GE
- 6.91
- GEV
- 6.06
- ETN
- 5.31
- CAT
- 5.01
- DE
- 3.90
- RTX
- 2.89
- BA
- 1.78
P/B Ratio (MRQ)
Eaton (ETN) trades at 7.88 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.
ETN
Capital Goods industry group
7.88
Group distribution
- Max
- 11.44
- ETN
- 7.88
- Q3
- 5.79
- Median
- 3.38
- Q1
- 1.99
- Min
- -3.51
Largest peers
- BA
- 27.51
- GEV
- 20.98
- GE
- 19.83
- CAT
- 19.29
- ETN
- 7.88
- DE
- 6.68
- RTX
- 4.08
Valuation Metrics
| Metric | Current stock: ETN | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 41.84 | 29.88 |
| P/S Ratio (TTM) | 5.31 | 2.46 |
| P/B Ratio (MRQ) | 7.88 | 3.38 |
| Free Cash Flow Yield (TTM) | 1.95% | 2.61% |