Eaton Corporation PLC (ETN)vsHerc Holdings Inc (HRI)
ETN
Eaton Corporation PLC
$433.01
+5.41%
INDUSTRIALS · Cap: $168.00B
HRI
Herc Holdings Inc
$131.60
-1.76%
INDUSTRIALS · Cap: $4.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 490% more annual revenue ($27.45B vs $4.65B). ETN leads profitability with a 14.9% profit margin vs -0.1%. HRI appears more attractively valued with a PEG of 0.06. ETN earns a higher WallStSmart Score of 59/100 (C).
ETN
Buy59
out of 100
Grade: C
HRI
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ETN.
Margin of Safety
-15.7%
Fair Value
$156.30
Current Price
$131.60
$24.70 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Revenue surging 32.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Trading at 8.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -0.3% — below average capital efficiency
Earnings declined 79.0%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : HRI
The strongest argument for HRI centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 32.3% demonstrates continued momentum. PEG of 0.06 suggests the stock is reasonably priced for its growth.
Bear Case : ETN
The primary concerns for ETN are Price/Book, PEG Ratio, P/E Ratio. A P/E of 41.5x leaves little room for execution misses.
Bear Case : HRI
The primary concerns for HRI are Piotroski F-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
ETN profiles as a value stock while HRI is a hypergrowth play — different risk/reward profiles.
HRI carries more volatility with a beta of 1.82 — expect wider price swings.
HRI is growing revenue faster at 32.3% — sustainability is the question.
ETN generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
ETN scores higher overall (59/100 vs 55/100) 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.
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.
Herc Holdings Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Herc Holdings Inc. is an equipment rental provider primarily in the United States and internationally. The company is headquartered in Bonita Springs, Florida.
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