Eaton Corporation PLC (ETN)vsOld Dominion Freight Line Inc (ODFL)
ETN
Eaton Corporation PLC
$395.94
-5.42%
INDUSTRIALS · Cap: $162.16B
ODFL
Old Dominion Freight Line Inc
$245.52
-0.81%
INDUSTRIALS · Cap: $51.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 423% more annual revenue ($28.52B vs $5.46B). ODFL leads profitability with a 18.5% profit margin vs 14.0%. ETN appears more attractively valued with a PEG of 3.02. ETN earns a higher WallStSmart Score of 51/100 (C-).
ETN
Buy51
out of 100
Grade: C-
ODFL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ETN.
Margin of Safety
-78.2%
Fair Value
$137.89
Current Price
$245.52
$107.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 20 in profit
16.8% revenue growth
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 23.8%
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 9.4%
Trading at 11.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 2.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : ETN
The strongest argument for ETN centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : ODFL
The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 18.5% and operating margin at 23.8%.
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.
Bear Case : ODFL
The primary concerns for ODFL are Price/Book, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Key Dynamics to Monitor
ETN profiles as a growth stock while ODFL is a declining 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
ETN scores higher overall (51/100 vs 46/100) and 16.8% revenue growth. Both earn "Buy" and "Hold" 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.
Old Dominion Freight Line Inc
INDUSTRIALS · TRUCKING · USA
Old Dominion Freight Line, Inc. is an American less than truckload shipping (LTL) company. It offers regional, inter-regional and national LTL service. In addition to its core LTL services, the company offers logistics services including ground and air expedited transportation, supply chain consulting, transportation management, truckload brokerage, container delivery and warehousing, as well as household moving services.
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