WallStSmart

ATS Corporation (ATS)vsEaton Corporation PLC (ETN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Eaton Corporation PLC generates 880% more annual revenue ($27.45B vs $2.80B). ATS leads profitability with a 67.0% profit margin vs 14.9%. ETN trades at a lower P/E of 35.8x. ETN earns a higher WallStSmart Score of 61/100 (C+).

ATS

Buy

51

out of 100

Grade: C-

Growth: 8.0Profit: 9.0Value: 3.0Quality: 6.0
Piotroski: 2/9Altman Z: 1.31

ETN

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 5.3Quality: 5.0
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ATSSignificantly Overvalued (-369.6%)

Margin of Safety

-369.6%

Fair Value

$6.55

Current Price

$30.39

$23.84 premium

UndervaluedFair: $6.55Overvalued
ETNFair Value (-2.4%)

Margin of Safety

-2.4%

Fair Value

$386.70

Current Price

$375.00

$11.70 premium

UndervaluedFair: $386.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATS5 strengths · Avg: 9.2/10
Return on EquityProfitability
108.0%10/10

Every $100 of equity generates 108 in profit

Profit MarginProfitability
67.0%10/10

Keeps 67 of every $100 in revenue as profit

EPS GrowthGrowth
358.0%10/10

Earnings expanding 358.0% YoY

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.7%8/10

16.7% revenue growth

ETN4 strengths · Avg: 8.5/10
Market CapQuality
$145.30B9/10

Large-cap with strong market position

Return on EquityProfitability
21.5%9/10

Every $100 of equity generates 22 in profit

Operating MarginProfitability
20.0%8/10

Strong operational efficiency at 20.0%

Free Cash FlowQuality
$1.79B8/10

Generating 1.8B in free cash flow

Areas to Watch

ATS3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
217.1x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.312/10

Distress zone — elevated risk

ETN2 concerns · Avg: 3.0/10
P/E RatioValuation
35.8x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
2.642/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ATS

The strongest argument for ATS centers on Return on Equity, Profit Margin, EPS Growth. Profitability is solid with margins at 67.0% and operating margin at 8.3%. Revenue growth of 16.7% demonstrates continued momentum.

Bull Case : ETN

The strongest argument for ETN centers on Market Cap, Return on Equity, Operating Margin. Revenue growth of 13.1% demonstrates continued momentum.

Bear Case : ATS

The primary concerns for ATS are Piotroski F-Score, P/E Ratio, Altman Z-Score. A P/E of 217.1x leaves little room for execution misses.

Bear Case : ETN

The primary concerns for ETN are P/E Ratio, PEG Ratio.

Key Dynamics to Monitor

ATS profiles as a growth stock while ETN is a value play — different risk/reward profiles.

ATS carries more volatility with a beta of 1.23 — expect wider price swings.

ATS is growing revenue faster at 16.7% — sustainability is the question.

ETN generates stronger free cash flow (1.8B), providing more financial flexibility.

Bottom Line

ETN scores higher overall (61/100 vs 51/100) and 13.1% 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 stands out as a leading provider of automated manufacturing solutions, specializing in systems integration and innovative automation technologies. Serving a variety of sectors—including automotive, medical devices, and electronics—the company designs and implements tailored manufacturing equipment that substantially boosts productivity and operational efficiency. With a solid global presence and an unwavering commitment to innovation and sustainability, ATS is well-equipped to meet the evolving demands of its clients and capitalize on expanding market opportunities. This emphasis on advanced manufacturing makes ATS an appealing investment for institutional investors looking to gain exposure to the rapidly growing automation industry.

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.

Want to dig deeper into these stocks?