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 2026-08-06.
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
VS
UnitedHealth Group Incorporated · Healthcare
$423.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
UNH trades at a lower forward P/E
(27.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ETN |
UNH |
| Current Price |
$447.28 |
$423.38 |
| Fair Value Estimate |
$405.00 |
$613.90 |
| Upside to Fair Value |
-9.5%
|
+45.0%
|
| Market Cap |
$173.7B |
$384.5B |
| Forward P/E |
33.2x
|
27.2x
|
| EV / EBITDA |
30.0x
|
13.8x
|
| Price / Sales |
5.8x
|
0.8x
|
| Price / FCF |
38.6x
|
19.6x
|
| Revenue Growth YoY |
+21.0%
|
+0.4%
|
| Gross Margin |
35.9%
|
18.8%
|
| Operating Margin |
17.7%
|
4.2%
|
| Return on Equity |
18.9%
|
12.4%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
5.12%
|
| 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.…
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
Accumulation Zones
| Metric |
ETN |
UNH |
| Zone Low |
$305.00 |
$460.42 |
| Zone High |
$345.00 |
$521.81 |
| In Buy Zone? |
No
|
Yes
|