ETN vs NKE: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Eaton Corporation plc · Industrials
$438.76
+32.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ETN has more upside to fair value
(+32.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
NKE |
| Current Price |
$438.76 |
$35.78 |
| Fair Value Estimate |
$579.99 |
$39.33 |
| Upside to Fair Value |
+32.2%
|
+9.9%
|
| Market Cap |
$170.4B |
$53.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
29.6x
|
12.0x
|
| Price / Sales |
5.7x
|
1.1x
|
| Price / FCF |
37.9x
|
24.3x
|
| Revenue Growth YoY |
+21.4%
|
-1.1%
|
| Gross Margin |
35.9%
|
42.9%
|
| Operating Margin |
17.7%
|
8.2%
|
| Return on Equity |
19.6%
|
22.0%
|
| Dividend Yield |
0.99% |
4.58% |
| FCF Yield |
2.64%
|
4.12%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
Accumulation Zones
| Metric |
ETN |
NKE |
| Zone Low |
$434.99 |
$29.50 |
| Zone High |
$492.99 |
$33.43 |
| In Buy Zone? |
Yes
|
No
|