ATS Corporation (ATS)vsEaton Corporation PLC (ETN)
ATS
ATS Corporation
$21.13
+2.92%
INDUSTRIALS · Cap: $2.64B
ETN
Eaton Corporation PLC
$448.68
+0.11%
INDUSTRIALS · Cap: $150.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 910% more annual revenue ($30.03B vs $2.97B). ETN leads profitability with a 12.8% profit margin vs 2.4%. ETN trades at a lower P/E of 43.6x. ATS earns a higher WallStSmart Score of 57/100 (C).
ATS
Buy57
out of 100
Grade: C
ETN
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.3%
Fair Value
$27.39
Current Price
$21.13
$6.26 premium
Intrinsic value data unavailable for ETN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Earnings expanding 358.0% YoY
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Revenue surging 21.4% year-over-year
Areas to Watch
Distress zone — elevated risk
ROE of 4.0% — below average capital efficiency
2.4% margin — thin
Operating margin of 3.1%
Trading at 8.6x book value
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ATS
The strongest argument for ATS centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 30.1% demonstrates continued momentum.
Bull Case : ETN
The strongest argument for ETN centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
Bear Case : ATS
The primary concerns for ATS are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 52.4x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Bear Case : ETN
The primary concerns for ETN are Price/Book, Debt/Equity, PEG Ratio. A P/E of 43.6x leaves little room for execution misses.
Key Dynamics to Monitor
ATS profiles as a hypergrowth stock while ETN is a growth play — different risk/reward profiles.
ATS carries more volatility with a beta of 1.25 — expect wider price swings.
ATS is growing revenue faster at 30.1% — sustainability is the question.
ETN generates stronger free cash flow (314M), providing more financial flexibility.
Bottom Line
ATS scores higher overall (57/100 vs 51/100) and 30.1% revenue growth. 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.
ATS Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
ATS Corporation is a leading provider of automated manufacturing solutions, specializing in systems integration and advanced automation technologies across a variety of sectors, including automotive, medical devices, and electronics. The company is renowned for its ability to design and deliver tailored manufacturing equipment that boosts productivity and enhances operational efficiency. With a strong global presence and a dedication to innovation and sustainability, ATS is well-positioned to meet the evolving demands of its clients while capitalizing on the rapidly expanding automation market. This unique positioning makes ATS an attractive investment opportunity for institutional investors looking to engage in the future of manufacturing.
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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