Eaton Corporation PLC (ETN)vsSchneider National Inc (SNDR)
ETN
Eaton Corporation PLC
$395.94
-5.42%
INDUSTRIALS · Cap: $162.16B
SNDR
Schneider National Inc
$37.09
-1.95%
INDUSTRIALS · Cap: $6.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 403% more annual revenue ($28.52B vs $5.67B). ETN leads profitability with a 14.0% profit margin vs 1.7%. ETN appears more attractively valued with a PEG of 3.02. ETN earns a higher WallStSmart Score of 51/100 (C-).
ETN
Buy51
out of 100
Grade: C-
SNDR
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ETN.
Margin of Safety
-62.2%
Fair Value
$23.70
Current Price
$37.09
$13.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 20 in profit
16.8% revenue growth
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 9.4%
ROE of 3.2% — below average capital efficiency
1.7% margin — thin
Operating margin of 2.4%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ETN
The strongest argument for ETN centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book.
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.
Bear Case : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 68.6x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
ETN profiles as a growth stock while SNDR is a value 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
ETN scores higher overall (51/100 vs 36/100) and 16.8% 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.
Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
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