ETN vs PANW: Which Is the Better Buy?

Side-by-side comparison of Eaton Corporation plc and Palo Alto Networks, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Eaton Corporation plc Β· Industrials
$438.76
+32.2% upside to fair value
Med Conviction Grade B High Quality
VS
Palo Alto Networks, Inc. Β· Technology
$374.74
-5.2% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
ETN has more upside to fair value (+32.2%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ETN PANW
Current Price $438.76 $374.74
Fair Value Estimate $579.99 $355.11
Upside to Fair Value +32.2% -5.2%
Market Cap $170.4B $305.4B
Forward P/E β€” β€”
EV / EBITDA 29.6x 569.8x
Price / Sales 5.7x 26.6x
Price / FCF 37.9x 64.0x
Revenue Growth YoY +21.4% +34.4%
Gross Margin 35.9% 70.4%
Operating Margin 17.7% 6.1%
Return on Equity 19.6% 1.7%
Dividend Yield 0.99% 0%
FCF Yield 2.64% 1.56%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
ETN β€” Eaton Corporation plc
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…
PANW β€” Palo Alto Networks, Inc.
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
Metric ETN PANW
Zone Low $434.99 $266.33
Zone High $492.99 $301.84
In Buy Zone? Yes No
← ETN Research    PANW Research β†’    All Research