ETN vs UNH: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ETN has more upside to fair value
(+32.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ETN |
UNH |
| Current Price |
$438.76 |
$375.21 |
| Fair Value Estimate |
$579.99 |
$481.06 |
| Upside to Fair Value |
+32.2%
|
+28.2%
|
| Market Cap |
$170.4B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
29.6x
|
15.0x
|
| Price / Sales |
5.7x
|
0.8x
|
| Price / FCF |
37.9x
|
14.4x
|
| Revenue Growth YoY |
+21.4%
|
+0.4%
|
| Gross Margin |
35.9%
|
22.5%
|
| Operating Margin |
17.7%
|
4.8%
|
| Return on Equity |
19.6%
|
14.6%
|
| Dividend Yield |
0.99% |
2.41% |
| FCF Yield |
2.64%
|
6.95%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
| Metric |
ETN |
UNH |
| Zone Low |
$434.99 |
$360.80 |
| Zone High |
$492.99 |
$408.90 |
| In Buy Zone? |
Yes
|
Yes
|