ATS Corporation (ATS)vsEaton Corporation PLC (ETN)
ATS
ATS Corporation
$35.38
+2.14%
INDUSTRIALS · Cap: $3.36B
ETN
Eaton Corporation PLC
$401.51
+0.59%
INDUSTRIALS · Cap: $154.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 919% more annual revenue ($28.52B vs $2.80B). ETN leads profitability with a 14.0% profit margin vs 0.7%. ETN trades at a lower P/E of 39.0x. ETN earns a higher WallStSmart Score of 51/100 (C-).
ATS
Buy51
out of 100
Grade: C-
ETN
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.9%
Fair Value
$47.28
Current Price
$35.38
$11.90 discount
Intrinsic value data unavailable for ETN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 358.0% YoY
Reasonable price relative to book value
16.7% revenue growth
Large-cap with strong market position
Every $100 of equity generates 21 in profit
16.8% revenue growth
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 9.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : ATS
The strongest argument for ATS centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : ETN
The strongest argument for ETN centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.
Bear Case : ATS
The primary concerns for ATS are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 247.4x leaves little room for execution misses. Thin 0.7% margins leave little buffer for downturns.
Bear Case : ETN
The primary concerns for ETN are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
ATS carries more volatility with a beta of 1.27 — expect wider price swings.
ETN is growing revenue faster at 16.8% — sustainability is the question.
ETN generates stronger free cash flow (314M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ATS scores higher overall (51/100 vs 51/100) and 16.7% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ATS Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
ATS Corporation is a premier provider of automated manufacturing solutions, adept in systems integration and cutting-edge automation technologies. Catering to diverse sectors such as automotive, medical devices, and electronics, ATS designs and implements bespoke manufacturing equipment that enhances productivity and operational efficiency. With a robust global footprint and a strong commitment to innovation and sustainability, the company is positioned to address the dynamic needs of its clients while seizing growth opportunities in the booming automation market. This strategic focus on advanced manufacturing positions ATS as a compelling investment for institutional investors seeking exposure to the rapidly evolving automation landscape.
Visit Website →Eaton Corporation PLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Eaton Corporation plc is an American Irish-domiciled multinational power management company with 2020 sales of 17.86 billion USD, founded in the United States with corporate headquarters in Dublin, Ireland, and operational headquarters in Beachwood, Ohio.
Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?