ETN vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
ETN has more upside to fair value
(-9.5%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
VRTV |
| Current Price |
$447.28 |
$169.99 |
| Fair Value Estimate |
$405.00 |
$96.38 |
| Upside to Fair Value |
-9.5%
|
-43.3%
|
| Market Cap |
$173.7B |
$2.3B |
| Forward P/E |
33.2x
|
7.1x
|
| EV / EBITDA |
30.0x
|
5.4x
|
| Price / Sales |
5.8x
|
0.3x
|
| Price / FCF |
38.6x
|
10.0x
|
| Revenue Growth YoY |
+21.0%
|
-19.0%
|
| Gross Margin |
35.9%
|
22.7%
|
| Operating Margin |
17.7%
|
5.9%
|
| Return on Equity |
18.9%
|
48.6%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
9.99%
|
| Analyst Consensus |
Buy
|
Hold
|
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.…
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
| Metric |
ETN |
VRTV |
| Zone Low |
$305.00 |
$72.28 |
| Zone High |
$345.00 |
$81.92 |
| In Buy Zone? |
No
|
No
|