Donaldson Company Inc (DCI)vsEaton Corporation PLC (ETN)
DCI
Donaldson Company Inc
$89.25
+1.21%
INDUSTRIALS · Cap: $10.55B
ETN
Eaton Corporation PLC
$425.37
+3.96%
INDUSTRIALS · Cap: $165.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 673% more annual revenue ($30.03B vs $3.89B). ETN leads profitability with a 12.8% profit margin vs 11.7%. DCI appears more attractively valued with a PEG of 1.67. DCI earns a higher WallStSmart Score of 62/100 (C+).
DCI
Buy62
out of 100
Grade: C+
ETN
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-68.1%
Fair Value
$65.77
Current Price
$89.25
$23.48 premium
Intrinsic value data unavailable for ETN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Large-cap with strong market position
Revenue surging 21.4% year-over-year
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Expensive relative to growth rate
Trading at 8.2x book value
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DCI
The strongest argument for DCI centers on Return on Equity.
Bull Case : ETN
The strongest argument for ETN centers on Market Cap, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
Bear Case : DCI
The primary concerns for DCI are PEG Ratio, Piotroski F-Score.
Bear Case : ETN
The primary concerns for ETN are PEG Ratio, Price/Book, Debt/Equity. A P/E of 41.7x leaves little room for execution misses.
Key Dynamics to Monitor
DCI profiles as a value stock while ETN is a growth play — different risk/reward profiles.
ETN carries more volatility with a beta of 1.17 — expect wider price swings.
ETN is growing revenue faster at 21.4% — sustainability is the question.
ETN generates stronger free cash flow (874M), providing more financial flexibility.
Bottom Line
DCI scores higher overall (62/100 vs 53/100). 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.
Donaldson Company Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
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.
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