ETN vs HD: Which Is the Better Buy?

Side-by-side comparison of Eaton Corporation plc and The Home Depot, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Eaton Corporation plc Β· Industrials
$438.76
+32.2% upside to fair value
Med Conviction Grade B High Quality
VS
The Home Depot, Inc. Β· Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
HD has more upside to fair value (+44.2%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ETN HD
Current Price $438.76 $292.18
Fair Value Estimate $579.99 $421.26
Upside to Fair Value +32.2% +44.2%
Market Cap $170.4B $291.3B
Forward P/E β€” β€”
EV / EBITDA 29.6x 14.7x
Price / Sales 5.7x 1.7x
Price / FCF 37.9x 19.2x
Revenue Growth YoY +21.4% +5.7%
Gross Margin 35.9% 33.2%
Operating Margin 17.7% 12.4%
Return on Equity 19.6% 102.7%
Dividend Yield 0.99% 3.18%
FCF Yield 2.64% 5.2%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
ETN β€” 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 19…
HD β€” The Home Depot, Inc.
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
Accumulation Zones
Metric ETN HD
Zone Low $434.99 $315.94
Zone High $492.99 $358.07
In Buy Zone? Yes Yes
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