Eaton Corporation PLC (ETN) Fair Value & Analysis
Industrials · US · Market cap $158B · ISIN IE00B8KQN827
What is Eaton Corporation PLC really worth?
Eaton Corporation PLC
ETN · US
A solid business, but trading 135% above our fair value of $168.65.
Strengths
Risks
For context
Fair value as of: Aug 30, 2026
From 26 valuation models · updated 6 days ago
Share price −10.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A high-quality business (quality 71/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($233.77). The favourable scenario is already priced in.
- A fairly wide model range ($104.82 to $233.77) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.
How to read this chart
60‑month range $117.82 – $459.96 · fair‑value band $104.82 – $233.77 · the $397.12 price screens above the $168.65 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.
Analysis
Eaton Corporation PLC (ETN) currently trades at $397.12, while our model-based Fair Value estimate is $168.65, implying the stock looks roughly 135.5% overvalued today. The Quality Score stands at 71/100 (solid quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of $190.08 per share, and 0 of the 26 models we run sit above the $397.12 price. Bear case: the Asset-Based group reads lowest at $33.52, and 26 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Eaton Corporation PLC generated revenue of $28.5B at a net margin of 14.0%. Revenue grew 16.8% year over year. It earns a return on equity of 20.8%. Net debt stands at $10.5B. Fundamentals as of Aug 30, 2026
Our scenario range runs from $104.82 (bear case) to $233.77 (bull case); at $397.12, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 9% below its 52-week high and 28% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −50% fair-value upside, at −58%, ETN screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $4.08 per share, which is 2.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Growth Earnings ($190.08) versus Asset-Based ($33.52). Highest evidence: FCF DCF (79).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 68 · Market factors (momentum, volatility) 54
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific. The company operates through Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility segments.
Full company description
Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific. The company operates through Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility segments. It offers electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution products, and power reliability equipment; and hazardous duty electrical equipment, emergency lighting, fire detection, intrinsically safe explosion-proof instrumentation, and structural support systems. It also provides pumps, motors, hydraulic power units, hoses and fittings, and electro-hydraulic pumps; valves, cylinders, electronic controls, electromechanical actuators, sensors, aircraft flap and slat systems, and nose wheel steering systems; hose, thermoplastic tubing products, fittings, adapters, couplings, and sealing and ducting products; air-to-air refueling systems, fuel pumps, fuel inerting products, sensors, and adapters and regulators; oxygen generation system, payload carriages, and thermal management products; wiring connectors and cables; hydraulic and bag filters, strainers and cartridges, and golf grips for manufacturers of commercial and military aircraft, and related after-market customers, as well as industrial applications. In addition, the company offers transmissions, clutches, hybrid power systems, superchargers, engine valves and valve actuation systems, locking and limited slip differentials, transmission controls, and fuel vapor components for the vehicle industry; voltage inverters, converters, fuses, circuit protection units, vehicle controls, power distribution systems, fuel tank isolation valves, and commercial vehicle hybrid systems. The company formerly known as Abeiron Limited. The company was founded in 1911 and is based in Dublin, Ireland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Eaton Corporation PLC reported revenue of $27.4B in FY2025 versus $19.6B in FY2021, a compound +8.7%/yr. Reported net income was $4.1B in FY2025, compounding +17.5%/yr from FY2021.
of which total revenue +2.0 % · buybacks/dilution +1.8 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
ETN screens 135% overvalued. Compare with GE Vernova Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- ATS Earns Eaton Supplier Excellence Award
- Eaton expands manufacturing for modular electrical enclosures with $242+ million investment in new Arkansas facility to support the next gen
- Modular Data Center Structural Steel Skid Market Outlook 2026-2030 Featuring Profiles of Vertiv, Schneider Electric and Eaton - AI and Edge
- Is Eaton Corporation Stock Underperforming the Nasdaq?
Peer Group
Specialty Industrial Machinery · 793 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| GE Vernova Inc GEV | $941.84 | $131.95 | −86% |
| SIE SIE | €289.85 | €139.77 | −52% |
| Parker-Hannifin Corporation PH | $995.02 | $398.69 | −60% |
| Atlas Copco AB ATCOA | kr 206.60 | kr 112.59 | −46% |
| Cummins Inc CMI | $564.40 | $348.94 | −38% |
| Illinois Tool Works Inc ITW | $281.67 | $145.84 | −48% |
| Emerson Electric Co EMR | $155.18 | $58.44 | −62% |
| AMETEK, Inc AME | $236.25 | $125.80 | −47% |
| Rockwell Automation, Inc ROK | $417.53 | $125.76 | −70% |
| Sandvik AB SAND | kr 384.40 | kr 193.01 | −50% |
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