ETN vs KO: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and The Coca-Cola Company — 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
The Coca-Cola Company · Consumer Defensive
$84.92
-10.2% upside to fair value
Grade C
High Quality
QuantHub Verdict
ETN has more upside to fair value
(-9.5%).
KO trades at a lower forward P/E
(26.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
KO |
| Current Price |
$447.28 |
$84.92 |
| Fair Value Estimate |
$405.00 |
$76.30 |
| Upside to Fair Value |
-9.5%
|
-10.2%
|
| Market Cap |
$173.7B |
$365.4B |
| Forward P/E |
33.2x
|
26.6x
|
| EV / EBITDA |
30.0x
|
20.7x
|
| Price / Sales |
5.8x
|
7.4x
|
| Price / FCF |
38.6x
|
29.1x
|
| Revenue Growth YoY |
+21.0%
|
+12.1%
|
| Gross Margin |
35.9%
|
61.7%
|
| Operating Margin |
17.7%
|
29.3%
|
| Return on Equity |
18.9%
|
43.6%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
3.44%
|
| 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.…
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a durable competitive moat driven by its strong brand and extensive distribution network. The business quality is high, evidenced by a 43.6% return on equity, robust gross margin of 61.7%, and solid revenue and earnings growth of 12.1% and 17.8% respectively in the most recent quarter. Despite the…
Accumulation Zones
| Metric |
ETN |
KO |
| Zone Low |
$305.00 |
$57.22 |
| Zone High |
$345.00 |
$64.85 |
| In Buy Zone? |
No
|
No
|