Eaton Corporation PLC (ETN)vsRockwell Automation Inc (ROK)
ETN
Eaton Corporation PLC
$375.00
+0.24%
INDUSTRIALS · Cap: $145.30B
ROK
Rockwell Automation Inc
$360.65
-0.16%
INDUSTRIALS · Cap: $40.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 220% more annual revenue ($27.45B vs $8.57B). ETN leads profitability with a 14.9% profit margin vs 11.6%. ROK appears more attractively valued with a PEG of 1.98. ROK earns a higher WallStSmart Score of 65/100 (C+).
ETN
Buy61
out of 100
Grade: C+
ROK
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.4%
Fair Value
$386.70
Current Price
$375.00
$11.70 premium
Margin of Safety
+0.6%
Fair Value
$409.03
Current Price
$360.65
$48.38 discount
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
Earnings expanding 67.1% YoY
Every $100 of equity generates 24 in profit
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 10.8x book value
Premium valuation, high expectations priced in
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 : ROK
The strongest argument for ROK centers on EPS Growth, Return on Equity. Revenue growth of 11.9% demonstrates continued momentum.
Bear Case : ETN
The primary concerns for ETN are P/E Ratio, PEG Ratio.
Bear Case : ROK
The primary concerns for ROK are PEG Ratio, Price/Book, P/E Ratio. A P/E of 41.3x leaves little room for execution misses.
Key Dynamics to Monitor
ROK carries more volatility with a beta of 1.52 — 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
ROK scores higher overall (65/100 vs 61/100) and 11.9% 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.
Rockwell Automation Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Rockwell Automation, Inc. is an American provider of industrial automation and information technology. Its brands include Allen-Bradley and Factory Talk software.
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