ETN

Eaton Corporation plc

IndustrialsSpecialty Industrial MachineryNASDAQ

$400.60

+$20.05 (5.00%)today

Conviction

6/ 10

Fair Value$409.06

Upside+2.11%

Signal1.27

Market Cap$156.5B

52W Range$245.30–$408.45

Next EarningsApr 30

Conviction History

Conviction Changes

No conviction changes recorded

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$146.18

Current Price$357.36

Upside / Down-59.1%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

29.2%/yr

±5.3% · revenue growth to justify current price

FCF-Based Reverse DCF

31.4%/yr

±3.4% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kFeb 28

Conviction: unchanged

ETN 10-K FY2025: Power Management Executing on Data Center Supercycle

ETN delivered 10.3% revenue growth to $27.4B in FY2025, accelerating from 7.3% in 2024. Electrical Americas Systems revenue surged 19.5% to $10.1B — nearly tripling from $7.1B in 2023 — confirming the...