Eaton Corporation PLC (ETN)vsGraham Corporation (GHM)
ETN
Eaton Corporation PLC
$425.37
+3.96%
INDUSTRIALS · Cap: $165.21B
GHM
Graham Corporation
$87.90
+2.82%
INDUSTRIALS · Cap: $979.92M
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 11398% more annual revenue ($30.03B vs $261.15M). ETN leads profitability with a 12.8% profit margin vs 4.5%. ETN appears more attractively valued with a PEG of 2.49. ETN earns a higher WallStSmart Score of 53/100 (C-).
ETN
Buy53
out of 100
Grade: C-
GHM
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ETN.
Margin of Safety
-49.1%
Fair Value
$59.21
Current Price
$87.90
$28.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 21.4% year-over-year
Conservative balance sheet, low leverage
Revenue surging 28.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 8.2x book value
Elevated debt levels
Premium valuation, high expectations priced in
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
4.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ETN
The strongest argument for ETN centers on Market Cap, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
Bull Case : GHM
The strongest argument for GHM centers on Debt/Equity, Revenue Growth. Revenue growth of 28.6% demonstrates continued momentum.
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.
Bear Case : GHM
The primary concerns for GHM are Altman Z-Score, Market Cap, Return on Equity. A P/E of 81.1x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ETN carries more volatility with a beta of 1.17 — expect wider price swings.
GHM is growing revenue faster at 28.6% — sustainability is the question.
ETN generates stronger free cash flow (874M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ETN scores higher overall (53/100 vs 40/100) and 21.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Graham Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Graham Corporation designs, manufactures and supplies vacuum and heat transfer equipment for the chemical, defense, petrochemical, oil refining, power generation / alternative energy and other industries. The company is headquartered in Batavia, New York.
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