WallStSmart

Eaton Corporation PLC (ETN)vsNordson Corporation (NDSN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Eaton Corporation PLC generates 865% more annual revenue ($27.45B vs $2.85B). NDSN leads profitability with a 18.4% profit margin vs 14.9%. NDSN appears more attractively valued with a PEG of 1.81. NDSN earns a higher WallStSmart Score of 67/100 (B-).

ETN

Buy

61

out of 100

Grade: C+

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

NDSN

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 8.5Value: 10.0Quality: 6.3
Piotroski: 5/9Altman Z: 2.70
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
NDSNUndervalued (+31.8%)

Margin of Safety

+31.8%

Fair Value

$431.96

Current Price

$270.85

$161.11 discount

UndervaluedFair: $431.96Overvalued

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

NDSN2 strengths · Avg: 8.0/10
Operating MarginProfitability
25.0%8/10

Strong operational efficiency at 25.0%

EPS GrowthGrowth
44.2%8/10

Earnings expanding 44.2% YoY

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

NDSN2 concerns · Avg: 4.0/10
PEG RatioValuation
1.814/10

Expensive relative to growth rate

P/E RatioValuation
29.2x4/10

Moderate valuation

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 : NDSN

The strongest argument for NDSN centers on Operating Margin, EPS Growth. Profitability is solid with margins at 18.4% and operating margin at 25.0%.

Bear Case : ETN

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

Bear Case : NDSN

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

Key Dynamics to Monitor

ETN profiles as a value stock while NDSN is a mature 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 13.1% — sustainability is the question.

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

Bottom Line

NDSN scores higher overall (67/100 vs 61/100), backed by strong 18.4% margins. 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.

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.

Nordson Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Nordson Corporation designs, manufactures, and markets products and systems for dispensing, applying, and controlling adhesives, coatings, polymers, sealants, biomaterials, and other fluids globally. The company is headquartered in Westlake, Ohio.

Want to dig deeper into these stocks?