ETN vs GE: Which Is the Better Buy?

Side-by-side comparison of Eaton Corporation plc and GE Aerospace โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
Eaton Corporation plc ยท Industrials
$438.76
+32.2% upside to fair value
Med Conviction Grade B High Quality
VS
GE Aerospace ยท Industrials
$312.90
+3.4% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
ETN has more upside to fair value (+32.2%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric ETN GE
Current Price $438.76 $312.90
Fair Value Estimate $579.99 $323.41
Upside to Fair Value +32.2% +3.4%
Market Cap $170.4B $324.6B
Forward P/E โ€” โ€”
EV / EBITDA 29.6x 27.4x
Price / Sales 5.7x 6.4x
Price / FCF 37.9x 38.7x
Revenue Growth YoY +21.4% +21.1%
Gross Margin 35.9% 35.4%
Operating Margin 17.7% 20.8%
Return on Equity 19.6% 49.0%
Dividend Yield 0.99% 0.53%
FCF Yield 2.64% 2.58%
Analyst Consensus Strong Buy Buy
Investment Thesis
ETN โ€” Eaton Corporation plc
Eaton Corporation plc is a Dublin-headquartered power management company with roughly 97,303 employees, operating electrical, aerospace, vehicle and eMobility segments that supply power distribution, circuit protection, power quality and reliability equipment and services. The business quality is high: TTM gross margin of 35.9%, TTM operating margin of 17.7%, TTM net margin of 12.8% and ROE of 19โ€ฆ
GE โ€” GE Aerospace
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 โ€ฆ
Accumulation Zones
Metric ETN GE
Zone Low $434.99 $242.56
Zone High $492.99 $274.90
In Buy Zone? Yes No
โ† ETN Research    GE Research โ†’    All Research