Eaton Corporation PLC (ETN)vsGraham Corporation (GHM)
ETN
Eaton Corporation PLC
$375.00
+0.24%
INDUSTRIALS · Cap: $145.30B
GHM
Graham Corporation
$84.93
+0.88%
INDUSTRIALS · Cap: $885.05M
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 11454% more annual revenue ($27.45B vs $237.56M). ETN leads profitability with a 14.9% profit margin vs 6.3%. GHM appears more attractively valued with a PEG of 2.28. ETN earns a higher WallStSmart Score of 61/100 (C+).
ETN
Buy61
out of 100
Grade: C+
GHM
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.4%
Fair Value
$386.70
Current Price
$375.00
$11.70 premium
Margin of Safety
-39.7%
Fair Value
$63.18
Current Price
$84.93
$21.75 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Strong operational efficiency at 20.0%
Generating 1.8B in free cash flow
Earnings expanding 78.6% YoY
Revenue surging 20.5% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Expensive relative to growth rate
Smaller company, higher risk/reward
6.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ETN
The strongest argument for ETN centers on Market Cap, Return on Equity, Operating Margin. Revenue growth of 13.1% demonstrates continued momentum.
Bull Case : GHM
The strongest argument for GHM centers on EPS Growth, Revenue Growth. Revenue growth of 20.5% demonstrates continued momentum.
Bear Case : ETN
The primary concerns for ETN are P/E Ratio, PEG Ratio.
Bear Case : GHM
The primary concerns for GHM are PEG Ratio, Market Cap, Profit Margin. A P/E of 59.2x leaves little room for execution misses.
Key Dynamics to Monitor
ETN profiles as a value stock while GHM is a growth play — different risk/reward profiles.
ETN carries more volatility with a beta of 1.17 — expect wider price swings.
GHM is growing revenue faster at 20.5% — 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 54/100) 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.
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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