ETN vs GE: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and GE Aerospace — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
VS
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
QuantHub Verdict
ETN has more upside to fair value
(-9.5%).
ETN trades at a lower forward P/E
(33.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
GE |
| Current Price |
$447.28 |
$360.35 |
| Fair Value Estimate |
$405.00 |
$267.03 |
| Upside to Fair Value |
-9.5%
|
-25.9%
|
| Market Cap |
$173.7B |
$376.5B |
| Forward P/E |
33.2x
|
42.3x
|
| EV / EBITDA |
30.0x
|
33.4x
|
| Price / Sales |
5.8x
|
7.8x
|
| Price / FCF |
38.6x
|
50.5x
|
| Revenue Growth YoY |
+21.0%
|
+21.1%
|
| Gross Margin |
35.9%
|
36.1%
|
| Operating Margin |
17.7%
|
21.0%
|
| Return on Equity |
18.9%
|
46.2%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
1.98%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
Accumulation Zones
| Metric |
ETN |
GE |
| Zone Low |
$305.00 |
$200.27 |
| Zone High |
$345.00 |
$226.98 |
| In Buy Zone? |
No
|
No
|