ETN vs XOM: Which Is the Better Buy?

Side-by-side comparison of Eaton Corporation plc and Exxon Mobil Corporation 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
Exxon Mobil Corporation Β· Energy
$137.81
-45.0% upside to fair value
Grade C
QuantHub Verdict
ETN has more upside to fair value (-9.5%). XOM trades at a lower forward P/E (22.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ETN XOM
Current Price $447.28 $137.81
Fair Value Estimate $405.00 $75.80
Upside to Fair Value -9.5% -45.0%
Market Cap $173.7B $571.2B
Forward P/E 33.2x 22.8x
EV / EBITDA 30.0x 10.1x
Price / Sales 5.8x 1.8x
Price / FCF 38.6x 30.4x
Revenue Growth YoY +21.0% +2.6%
Gross Margin 35.9% 25.5%
Operating Margin 17.7% 9.0%
Return on Equity 18.9% 9.8%
Dividend Yield 0.98% 0%
FCF Yield 2.59% 3.29%
Analyst Consensus Buy 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.…
XOM β€” Exxon Mobil Corporation
Exxon Mobil Corporation is a leading integrated oil and gas company with a durable competitive moat based on its scale, integration, advantaged long-life resources, proprietary technology, and irreplaceable infrastructure. The company is led by a long-tenured management team with a strong capital allocation track record focused on dividends and buybacks. Despite these strengths, Exxon is currentl…
Accumulation Zones
Metric ETN XOM
Zone Low $305.00 $56.85
Zone High $345.00 $64.43
In Buy Zone? No No
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