WallStSmart

Donaldson Company Inc (DCI)vsEaton Corporation PLC (ETN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Eaton Corporation PLC generates 649% more annual revenue ($28.52B vs $3.81B). ETN leads profitability with a 14.0% profit margin vs 11.5%. DCI appears more attractively valued with a PEG of 1.65. DCI earns a higher WallStSmart Score of 66/100 (B-).

DCI

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 7.5Value: 4.0Quality: 8.0
Piotroski: 4/9Altman Z: 3.90

ETN

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 7.0Value: 3.7Quality: 5.5
Piotroski: 4/9Altman Z: 2.07
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DCISignificantly Overvalued (-73.0%)

Margin of Safety

-73.0%

Fair Value

$63.93

Current Price

$83.65

$19.72 premium

UndervaluedFair: $63.93Overvalued

Intrinsic value data unavailable for ETN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DCI3 strengths · Avg: 9.7/10
EPS GrowthGrowth
108.3%10/10

Earnings expanding 108.3% YoY

Altman Z-ScoreHealth
3.9010/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
24.0%9/10

Every $100 of equity generates 24 in profit

ETN3 strengths · Avg: 8.7/10
Market CapQuality
$162.16B9/10

Large-cap with strong market position

Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

Areas to Watch

DCI1 concerns · Avg: 4.0/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

ETN4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.103/10

Elevated debt levels

PEG RatioValuation
3.022/10

Expensive relative to growth rate

P/E RatioValuation
40.9x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-9.4%2/10

Earnings declined 9.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : DCI

The strongest argument for DCI centers on EPS Growth, Altman Z-Score, Return on Equity.

Bull Case : ETN

The strongest argument for ETN centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.

Bear Case : DCI

The primary concerns for DCI are PEG Ratio.

Bear Case : ETN

The primary concerns for ETN are Debt/Equity, PEG Ratio, P/E Ratio. A P/E of 40.9x leaves little room for execution misses.

Key Dynamics to Monitor

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

ETN carries more volatility with a beta of 1.24 — expect wider price swings.

ETN is growing revenue faster at 16.8% — sustainability is the question.

ETN generates stronger free cash flow (314M), providing more financial flexibility.

Bottom Line

DCI scores higher overall (66/100 vs 51/100). Both earn "Strong 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.

Donaldson Company Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.

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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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