ETN vs WDC: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Western Digital Corporation — 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
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
ETN has more upside to fair value
(+32.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
WDC |
| Current Price |
$438.76 |
$441.36 |
| Fair Value Estimate |
$579.99 |
$367.30 |
| Upside to Fair Value |
+32.2%
|
-16.8%
|
| Market Cap |
$170.4B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
29.6x
|
17.4x
|
| Price / Sales |
5.7x
|
11.8x
|
| Price / FCF |
37.9x
|
47.3x
|
| Revenue Growth YoY |
+21.4%
|
+43.8%
|
| Gross Margin |
35.9%
|
48.9%
|
| Operating Margin |
17.7%
|
34.9%
|
| Return on Equity |
19.6%
|
118.6%
|
| Dividend Yield |
0.99% |
0.12% |
| FCF Yield |
2.64%
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
ETN |
WDC |
| Zone Low |
$434.99 |
$275.48 |
| Zone High |
$492.99 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|