ETN vs MA: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Mastercard Incorporated — 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
Mastercard Incorporated · Financial Services
$543.60
+45.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
MA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ETN |
MA |
| Current Price |
$447.28 |
$543.60 |
| Fair Value Estimate |
$405.00 |
$788.22 |
| Upside to Fair Value |
-9.5%
|
+45.0%
|
| Market Cap |
$173.7B |
$480.3B |
| Forward P/E |
33.2x
|
—
|
| EV / EBITDA |
30.0x
|
23.3x
|
| Price / Sales |
5.8x
|
14.2x
|
| Price / FCF |
38.6x
|
27.1x
|
| Revenue Growth YoY |
+21.0%
|
+15.8%
|
| Gross Margin |
35.9%
|
83.0%
|
| Operating Margin |
17.7%
|
59.4%
|
| Return on Equity |
18.9%
|
206.1%
|
| Dividend Yield |
0.98% |
0.62% |
| FCF Yield |
2.59%
|
3.69%
|
| 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.…
Mastercard operates a global two-sided payments network that connects issuers, acquirers, merchants and cardholders, monetizing payment volumes and an expanding set of security, data, authentication and other value-added services. Business quality is high: the network benefits from powerful acceptance and scale effects, 83.0% gross margin, 59.4% operating margin, 45.9% net margin, 206.1% ROE, and…
Accumulation Zones
| Metric |
ETN |
MA |
| Zone Low |
$305.00 |
$591.16 |
| Zone High |
$345.00 |
$669.99 |
| In Buy Zone? |
No
|
Yes
|