ETN vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Oracle Corporation — 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
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ETN |
ORCL |
| Current Price |
$447.28 |
$184.31 |
| Fair Value Estimate |
$405.00 |
$210.13 |
| Upside to Fair Value |
-9.5%
|
+14.0%
|
| Market Cap |
$173.7B |
$530.1B |
| Forward P/E |
33.2x
|
31.0x
|
| EV / EBITDA |
30.0x
|
20.4x
|
| Price / Sales |
5.8x
|
7.9x
|
| Price / FCF |
38.6x
|
-22.4x
|
| Revenue Growth YoY |
+21.0%
|
+20.6%
|
| Gross Margin |
35.9%
|
65.8%
|
| Operating Margin |
17.7%
|
30.8%
|
| Return on Equity |
18.9%
|
50.4%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
—
|
| 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.…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
ETN |
ORCL |
| Zone Low |
$305.00 |
$157.60 |
| Zone High |
$345.00 |
$178.61 |
| In Buy Zone? |
No
|
No
|