ETN vs WMT: Which Is the Better Buy?

Side-by-side comparison of Eaton Corporation plc and Walmart Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-08-06.
Eaton Corporation plc Β· Industrials
$447.28
-9.5% upside to fair value
Med Conviction Grade C+
VS
Walmart Inc. Β· Consumer Defensive
$117.18
-39.6% upside to fair value
Grade C High Quality
QuantHub Verdict
ETN has more upside to fair value (-9.5%). ETN trades at a lower forward P/E (33.2x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ETN WMT
Current Price $447.28 $117.18
Fair Value Estimate $405.00 $70.81
Upside to Fair Value -9.5% -39.6%
Market Cap $173.7B $932.5B
Forward P/E 33.2x 41.1x
EV / EBITDA 30.0x 20.7x
Price / Sales 5.8x 1.3x
Price / FCF 38.6x 74.3x
Revenue Growth YoY +21.0% +7.3%
Gross Margin 35.9% 25.0%
Operating Margin 17.7% 4.2%
Return on Equity 18.9% 24.3%
Dividend Yield 0.98% 0%
FCF Yield 2.59% 1.35%
Analyst Consensus Buy Strong Buy
Investment Thesis
ETN β€” Eaton Corporation plc
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.…
WMT β€” Walmart Inc.
Walmart Inc. operates as a leading discount retailer with a strong competitive moat built on scale, cost leadership, and advanced logistics and technology infrastructure. The company benefits from a diversified revenue base with Walmart U.S. contributing 69%, International 18%, and Sam's Club 13%. Despite solid revenue growth of 7.3% and earnings growth of 25.9% in the most recent quarter, the st…
Accumulation Zones
Metric ETN WMT
Zone Low $305.00 $53.11
Zone High $345.00 $60.19
In Buy Zone? No No
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