Donaldson Company Inc (DCI)vsEaton Corporation PLC (ETN)
DCI
Donaldson Company Inc
$87.12
+0.95%
INDUSTRIALS · Cap: $10.09B
ETN
Eaton Corporation PLC
$375.00
+0.24%
INDUSTRIALS · Cap: $145.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 631% more annual revenue ($27.45B vs $3.75B). ETN leads profitability with a 14.9% profit margin vs 10.1%. DCI appears more attractively valued with a PEG of 1.75. ETN earns a higher WallStSmart Score of 61/100 (C+).
DCI
Buy51
out of 100
Grade: C-
ETN
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-408.1%
Fair Value
$21.76
Current Price
$87.12
$65.36 premium
Margin of Safety
-2.4%
Fair Value
$386.70
Current Price
$375.00
$11.70 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Strong operational efficiency at 20.0%
Generating 1.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
3.0% revenue growth
Earnings declined 1.3%
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DCI
The strongest argument for DCI centers on Altman Z-Score, Return on Equity.
Bull Case : ETN
The strongest argument for ETN centers on Market Cap, Return on Equity, Operating Margin. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : DCI
The primary concerns for DCI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : ETN
The primary concerns for ETN are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
ETN carries more volatility with a beta of 1.17 — expect wider price swings.
ETN is growing revenue faster at 13.1% — sustainability is the question.
ETN generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ETN scores higher overall (61/100 vs 51/100) and 13.1% 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.
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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