Smith AO Corporation (AOS)vsEaton Corporation PLC (ETN)
AOS
Smith AO Corporation
$57.39
+1.20%
INDUSTRIALS · Cap: $7.99B
ETN
Eaton Corporation PLC
$425.37
+3.96%
INDUSTRIALS · Cap: $165.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 689% more annual revenue ($30.03B vs $3.80B). AOS leads profitability with a 13.2% profit margin vs 12.8%. AOS appears more attractively valued with a PEG of 1.43. AOS earns a higher WallStSmart Score of 55/100 (C).
AOS
Buy55
out of 100
Grade: C
ETN
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1.9%
Fair Value
$78.76
Current Price
$57.39
$21.37 premium
Intrinsic value data unavailable for ETN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Large-cap with strong market position
Revenue surging 21.4% year-over-year
Areas to Watch
Revenue declined 0.7%
Earnings declined 15.0%
Expensive relative to growth rate
Trading at 8.2x book value
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AOS
The strongest argument for AOS centers on Altman Z-Score, Return on Equity, P/E Ratio. PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bull Case : ETN
The strongest argument for ETN centers on Market Cap, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
Bear Case : AOS
The primary concerns for AOS are Revenue Growth, EPS Growth.
Bear Case : ETN
The primary concerns for ETN are PEG Ratio, Price/Book, Debt/Equity. A P/E of 41.7x leaves little room for execution misses.
Key Dynamics to Monitor
AOS profiles as a declining stock while ETN is a growth play — different risk/reward profiles.
ETN carries more volatility with a beta of 1.17 — expect wider price swings.
ETN is growing revenue faster at 21.4% — sustainability is the question.
ETN generates stronger free cash flow (874M), providing more financial flexibility.
Bottom Line
AOS scores higher overall (55/100 vs 53/100). 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.
Smith AO Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
A. O. Smith Corporation is an American manufacturer of both residential and commercial water heaters and boilers and the largest manufacturer and marketer of water heaters in North America. It also supplies water treatment products in the Asian market.
Visit Website →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.
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