ETN vs PANW: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Palo Alto Networks, 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
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+2.9%).
ETN trades at a lower forward P/E
(33.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
PANW |
| Current Price |
$447.28 |
$287.78 |
| Fair Value Estimate |
$405.00 |
$296.19 |
| Upside to Fair Value |
-9.5%
|
+2.9%
|
| Market Cap |
$173.7B |
$196.1B |
| Forward P/E |
33.2x
|
248.9x
|
| EV / EBITDA |
30.0x
|
85.9x
|
| Price / Sales |
5.8x
|
18.5x
|
| Price / FCF |
38.6x
|
45.7x
|
| Revenue Growth YoY |
+21.0%
|
+31.1%
|
| Gross Margin |
35.9%
|
71.9%
|
| Operating Margin |
17.7%
|
9.6%
|
| Return on Equity |
18.9%
|
6.3%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
2.19%
|
| 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.…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
ETN |
PANW |
| Zone Low |
$305.00 |
$222.14 |
| Zone High |
$345.00 |
$251.76 |
| In Buy Zone? |
No
|
No
|