Donaldson Company Inc (DCI)vsEaton Corporation PLC (ETN)
DCI
Donaldson Company Inc
$83.65
-0.48%
INDUSTRIALS · Cap: $10.01B
ETN
Eaton Corporation PLC
$395.94
-5.42%
INDUSTRIALS · Cap: $162.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 649% more annual revenue ($28.52B vs $3.81B). ETN leads profitability with a 14.0% profit margin vs 11.5%. DCI appears more attractively valued with a PEG of 1.65. DCI earns a higher WallStSmart Score of 66/100 (B-).
DCI
Strong Buy66
out of 100
Grade: B-
ETN
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.0%
Fair Value
$63.93
Current Price
$83.65
$19.72 premium
Intrinsic value data unavailable for ETN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 108.3% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Large-cap with strong market position
Every $100 of equity generates 20 in profit
16.8% revenue growth
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 9.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : DCI
The strongest argument for DCI centers on EPS Growth, Altman Z-Score, Return on Equity.
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 : DCI
The primary concerns for DCI are PEG Ratio.
Bear Case : ETN
The primary concerns for ETN are Debt/Equity, PEG Ratio, P/E Ratio. A P/E of 40.9x 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 1.24 — 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.
Bottom Line
DCI scores higher overall (66/100 vs 51/100). Both earn "Strong 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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