Eaton Corporation PLC (ETN)vsS&P Global Inc (SPGI)
ETN
Eaton Corporation PLC
$375.00
+0.24%
INDUSTRIALS · Cap: $145.30B
SPGI
S&P Global Inc
$408.48
-0.66%
FINANCIAL SERVICES · Cap: $124.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 79% more annual revenue ($27.45B vs $15.34B). SPGI leads profitability with a 29.1% profit margin vs 14.9%. SPGI appears more attractively valued with a PEG of 1.50. SPGI earns a higher WallStSmart Score of 67/100 (B-).
ETN
Buy61
out of 100
Grade: C+
SPGI
Strong Buy67
out of 100
Grade: B-
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
+40.5%
Fair Value
$687.02
Current Price
$408.48
$278.54 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
Strong operational efficiency at 38.3%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Earnings expanding 32.0% YoY
Generating 1.7B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate 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 : SPGI
The strongest argument for SPGI centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 38.3%.
Bear Case : ETN
The primary concerns for ETN are P/E Ratio, PEG Ratio.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
ETN profiles as a value stock while SPGI is a mature play — different risk/reward profiles.
SPGI carries more volatility with a beta of 1.22 — 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
SPGI scores higher overall (67/100 vs 61/100), backed by strong 29.1% 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.
S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
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