Eaton Corporation PLC (ETN)vsWestern Digital Corporation (WDC)
ETN
Eaton Corporation PLC
$395.94
-5.42%
INDUSTRIALS · Cap: $158.06B
WDC
Western Digital Corporation
$575.50
+4.79%
TECHNOLOGY · Cap: $225.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Eaton Corporation PLC generates 142% more annual revenue ($28.52B vs $11.78B). WDC leads profitability with a 55.3% profit margin vs 14.0%. WDC appears more attractively valued with a PEG of 0.58. WDC earns a higher WallStSmart Score of 80/100 (A-).
ETN
Buy53
out of 100
Grade: C-
WDC
Exceptional Buy80
out of 100
Grade: A-
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
Mega-cap, among the largest globally
Every $100 of equity generates 67 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 37.0%
Revenue surging 45.5% year-over-year
Earnings expanding 482.9% YoY
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Expensive relative to growth rate
Earnings declined 9.4%
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 27.5x book value
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 : WDC
The strongest argument for WDC centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.3% and operating margin at 37.0%. Revenue growth of 45.5% demonstrates continued momentum.
Bear Case : ETN
The primary concerns for ETN are P/E Ratio, Debt/Equity, PEG Ratio.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Altman Z-Score, Price/Book.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 2.20 — expect wider price swings.
WDC is growing revenue faster at 45.5% — sustainability is the question.
WDC generates stronger free cash flow (978M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDC scores higher overall (80/100 vs 53/100), backed by strong 55.3% margins and 45.5% revenue growth. Both earn "Exceptional 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.
Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?