Eaton Corporation PLC (ETN)vsUnited Rentals Inc (URI)
ETN
Eaton Corporation PLC
$395.94
-5.42%
INDUSTRIALS · Cap: $162.16B
URI
United Rentals Inc
$1,067.77
-1.55%
INDUSTRIALS · Cap: $62.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 74% more annual revenue ($28.52B vs $16.36B). URI leads profitability with a 15.3% profit margin vs 14.0%. URI appears more attractively valued with a PEG of 1.65. URI earns a higher WallStSmart Score of 64/100 (C+).
ETN
Buy51
out of 100
Grade: C-
URI
Buy64
out of 100
Grade: C+
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
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 9.4%
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
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 : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 23.1%.
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 : URI
The primary concerns for URI are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
ETN profiles as a growth stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.83 — expect wider price swings.
ETN is growing revenue faster at 16.8% — sustainability is the question.
URI generates stronger free cash flow (681M), providing more financial flexibility.
Bottom Line
URI scores higher overall (64/100 vs 51/100), backed by strong 15.3% margins. 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.
United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?