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v0.1
ETN$415.14+3.77%
Fair $415.14+0.0%

ETN

Eaton Corporation plc

Industrials / Specialty Industrial MachineryNYSE

$415.14

+15.07 (+3.77%)

Fairly Valued+0.0%Fair Value $415.14Fund rank 36/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.5B · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

56/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 16Warnings: 0unknown: 16
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ETNLocal privado en este navegador · Eaton Corporation plc
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$161.2B

P/E

40.7x

↑

EV/EBITDA

27.9x

↑

ROE

21.0%

↑

Gross Margin

37.6%

↑

Debt/Equity

0.54

↑
52-Week Range$415
$312$435

TradingView lightweight chart

ETN price, volumen y niveles de valoración

Último $415.14Periodo +2581.3%
Fair value: $415.14

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2025 · 15 años de histórico normalizado

Revenue CAGR

+4.7%

FCF CAGR

+9.7%

FCF margin

12.9%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.45B · net income $4.09B · FCF $3.55B

2010-FY → 2025-FY

Gross margin

37.6%— pts

Operating margin

19.0%+6.6% pts

Net margin

14.9%+8.1% pts

FCF margin

12.9%+6.5% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$27.45B$27.45B$24.88B$23.20B$20.75B$19.63B$17.86B$21.39B$21.61B$20.40B$19.75B$20.86B$22.55B$22.05B$16.31B$16.05B$13.71B
Net Income$4.09B$4.09B$3.79B$3.22B$2.46B$2.14B$1.41B$2.21B$2.15B$2.99B$1.92B$1.97B$1.80B$1.87B$1.22B$1.35B$929.0M
EBITDA$6.18B$6.18B$5.62B$4.90B$4.01B——$4.56B$4.53B$4.13B$3.89B$4.06B$4.29B$4.17B$2.81B$2.82B$2.25B
EPS10.4510.459.508.026.145.343.495.254.916.684.204.223.763.903.463.932.73
Gross Margin37.6%37.6%38.2%36.4%33.2%————————————
Operating Margin19.0%19.0%18.6%16.7%14.4%——17.2%16.8%15.8%15.0%15.0%14.7%14.4%13.6%14.1%12.4%
Net Margin14.9%14.9%15.3%13.9%11.9%10.9%7.9%10.3%9.9%14.6%9.7%9.5%8.0%8.5%7.5%8.4%6.8%
Balance Sheet
Debt/Equity0.540.540.530.510.530.520.540.500.440.450.550.530.510.530.650.45—
Current Ratio1.191.19———————————————
Cash Flow
Free Cash Flow$3.55B$3.55B$3.52B$2.87B$1.94B$1.59B$2.56B$2.86B$2.09B$2.15B$2.07B$1.90B$1.25B$1.67B$1.07B$680.0M$888.0M
Returns
ROE21.0%21.0%20.5%16.9%14.5%13.1%9.4%13.7%13.3%17.3%12.8%13.0%11.4%11.2%8.1%18.1%—
Valuation
P/E40.7040.7036.0629.2826.24————————————
EV/EBITDA27.8927.8926.0121.1118.31————————————
P/B8.368.367.404.953.79————————————
Growth & Yield
Revenue Growth10.3%10.3%7.3%11.8%—9.9%-16.5%-1.0%5.9%3.3%-5.3%-7.5%2.3%35.2%1.6%17.0%—
EPS Growth10.0%10.0%18.5%30.6%—53.0%-33.5%6.9%-26.5%59.0%-0.5%12.2%-3.6%12.7%-12.0%44.0%—
Dividend Yield1.1%1.1%———————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

52.2%

muy exigente

EPS terminal req.

$36.84

Spread vs growth

-42.2%

5Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$44.57

Spread vs growth

-23.7%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$71.79

Spread vs growth

-11.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +31.3%

Total return

+31.3%

Start / end P/E

33.6x → 39.7x

EPS bridge

9.50 → 10.45

Residual

+1.8%

EPS growth+10.0%
Multiple rerating+18.4%
Dividend+1.1%
Residual / FX / buybacks / cross-term+1.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.