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 2026-08-06.
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
VS
NIKE, Inc. · Consumer Cyclical
$41.05
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NKE has more upside to fair value
(+45.0%).
NKE trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
NKE |
| Current Price |
$447.28 |
$41.05 |
| Fair Value Estimate |
$405.00 |
$59.52 |
| Upside to Fair Value |
-9.5%
|
+45.0%
|
| Market Cap |
$173.7B |
$60.7B |
| Forward P/E |
33.2x
|
19.6x
|
| EV / EBITDA |
30.0x
|
14.2x
|
| Price / Sales |
5.8x
|
1.3x
|
| Price / FCF |
38.6x
|
57.9x
|
| Revenue Growth YoY |
+21.0%
|
-1.1%
|
| Gross Margin |
35.9%
|
42.9%
|
| Operating Margin |
17.7%
|
8.2%
|
| Return on Equity |
18.9%
|
22.0%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
1.73%
|
| Analyst Consensus |
Buy
|
Hold
|
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.…
NIKE, Inc. is a leading global athletic footwear and apparel company with a durable competitive moat supported by its strong brand, scale, and global distribution infrastructure. The company is currently led by CEO Elliott Hill, a seasoned Nike veteran who returned in October 2024 to navigate intensifying competition and channel complexity. Despite its market leadership and solid profitability me…
Accumulation Zones
| Metric |
ETN |
NKE |
| Zone Low |
$305.00 |
$44.64 |
| Zone High |
$345.00 |
$50.59 |
| In Buy Zone? |
No
|
Yes
|