WallStSmart

Eaton Corporation PLC (ETN)vsHelios Technologies Inc (HLIO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Eaton Corporation PLC generates 3172% more annual revenue ($27.45B vs $839.00M). ETN leads profitability with a 14.9% profit margin vs 5.8%. HLIO appears more attractively valued with a PEG of 1.03. HLIO earns a higher WallStSmart Score of 63/100 (C+).

ETN

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 5.3Quality: 5.0
Piotroski: 4/9

HLIO

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 5.0Value: 8.0Quality: 8.5
Piotroski: 6/9Altman Z: 2.21
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ETNFair Value (-2.4%)

Margin of Safety

-2.4%

Fair Value

$386.70

Current Price

$375.00

$11.70 premium

UndervaluedFair: $386.70Overvalued
HLIOOvervalued (-8.9%)

Margin of Safety

-8.9%

Fair Value

$67.86

Current Price

$67.23

$0.63 premium

UndervaluedFair: $67.86Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ETN4 strengths · Avg: 8.5/10
Market CapQuality
$145.30B9/10

Large-cap with strong market position

Return on EquityProfitability
21.5%9/10

Every $100 of equity generates 22 in profit

Operating MarginProfitability
20.0%8/10

Strong operational efficiency at 20.0%

Free Cash FlowQuality
$1.79B8/10

Generating 1.8B in free cash flow

HLIO2 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
17.4%8/10

17.4% revenue growth

Areas to Watch

ETN2 concerns · Avg: 3.0/10
P/E RatioValuation
35.8x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
2.642/10

Expensive relative to growth rate

HLIO4 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.1%4/10

3.1% earnings growth

Return on EquityProfitability
5.4%3/10

ROE of 5.4% — below average capital efficiency

Profit MarginProfitability
5.8%3/10

5.8% margin — thin

P/E RatioValuation
43.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : HLIO

The strongest argument for HLIO centers on Price/Book, Revenue Growth. Revenue growth of 17.4% demonstrates continued momentum. PEG of 1.03 suggests the stock is reasonably priced for its growth.

Bear Case : ETN

The primary concerns for ETN are P/E Ratio, PEG Ratio.

Bear Case : HLIO

The primary concerns for HLIO are EPS Growth, Return on Equity, Profit Margin. A P/E of 43.5x leaves little room for execution misses.

Key Dynamics to Monitor

ETN profiles as a value stock while HLIO is a growth play — different risk/reward profiles.

HLIO carries more volatility with a beta of 1.25 — expect wider price swings.

HLIO is growing revenue faster at 17.4% — sustainability is the question.

ETN generates stronger free cash flow (1.8B), providing more financial flexibility.

Bottom Line

HLIO scores higher overall (63/100 vs 61/100) and 17.4% 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.

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.

Helios Technologies Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Helios Technologies, Inc. develops, manufactures and sells solutions for the electronics and hydraulics markets in the Americas, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Sarasota, Florida.

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