ETN vs UPS: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and United Parcel Service, 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
United Parcel Service, Inc. · Industrials
$105.00
+12.9% upside to fair value
Grade B
QuantHub Verdict
UPS has more upside to fair value
(+12.9%).
UPS trades at a lower forward P/E
(17.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
UPS |
| Current Price |
$447.28 |
$105.00 |
| Fair Value Estimate |
$405.00 |
$118.53 |
| Upside to Fair Value |
-9.5%
|
+12.9%
|
| Market Cap |
$173.7B |
$89.2B |
| Forward P/E |
33.2x
|
17.0x
|
| EV / EBITDA |
30.0x
|
9.6x
|
| Price / Sales |
5.8x
|
1.0x
|
| Price / FCF |
38.6x
|
19.8x
|
| Revenue Growth YoY |
+21.0%
|
-1.6%
|
| Gross Margin |
35.9%
|
17.8%
|
| Operating Margin |
17.7%
|
8.5%
|
| Return on Equity |
18.9%
|
33.0%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
5.06%
|
| Analyst Consensus |
Buy
|
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.…
United Parcel Service, Inc. operates as a global integrated freight and logistics company with a strong presence in U.S. domestic package delivery, international package services, and supply chain solutions. The company benefits from a durable competitive moat supported by its extensive network capabilities, premium service positioning, and strategic focus on higher-margin segments such as health…
Accumulation Zones
| Metric |
ETN |
UPS |
| Zone Low |
$305.00 |
$88.90 |
| Zone High |
$345.00 |
$100.75 |
| In Buy Zone? |
No
|
No
|