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Eaton Corporation plc (ETN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

IE00B8KQN827

CUSIP

00B8KQN82

Sector

Industrials

IPO Date

Jun 1, 1972

Highlights

Market Cap

$142.45B

EPS (TTM)

$9.38

PE Ratio

38.43

PEG Ratio

3.11

Total Revenue (TTM)

$24.61B

Gross Profit (TTM)

$9.42B

EBITDA (TTM)

$5.48B

Year Range

$221.78 - $373.49

Target Price

$368.59

Short %

0.72%

Short Ratio

1.86

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
ETN vs. PH ETN vs. DD ETN vs. NDSN ETN vs. ACN ETN vs. GWW ETN vs. ROK ETN vs. SPY ETN vs. IEX ETN vs. RMD ETN vs. SCHD
Popular comparisons:
ETN vs. PH ETN vs. DD ETN vs. NDSN ETN vs. ACN ETN vs. GWW ETN vs. ROK ETN vs. SPY ETN vs. IEX ETN vs. RMD ETN vs. SCHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Eaton Corporation plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
7.89%
11.50%
ETN (Eaton Corporation plc)
Benchmark (^GSPC)

Returns By Period

Eaton Corporation plc had a return of 51.53% year-to-date (YTD) and 60.75% in the last 12 months. Over the past 10 years, Eaton Corporation plc had an annualized return of 21.44%, outperforming the S&P 500 benchmark which had an annualized return of 11.13%.


ETN

YTD

51.53%

1M

4.15%

6M

7.89%

1Y

60.75%

5Y (annualized)

34.66%

10Y (annualized)

21.44%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

The table below presents the monthly returns of ETN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.18%17.44%8.53%1.78%4.90%-5.80%-2.79%1.04%7.99%0.04%51.53%
20233.35%7.84%-1.57%-2.46%5.79%14.33%2.10%12.65%-7.42%-2.52%9.95%5.77%56.22%
2022-8.33%-2.61%-1.10%-4.44%-3.87%-9.10%17.78%-7.42%-2.40%12.53%9.48%-3.98%-7.18%
2021-2.03%10.61%6.79%3.36%2.16%2.02%6.66%7.01%-11.32%10.35%-1.21%6.64%46.70%
2020-0.26%-3.97%-13.62%7.48%2.64%3.04%6.46%10.42%-0.07%1.72%17.50%-0.80%30.99%
201911.05%4.62%1.88%2.81%-9.27%11.80%-1.31%-0.93%3.01%5.61%6.19%2.40%42.76%
20186.28%-3.89%-0.17%-6.11%3.00%-2.40%11.28%0.77%4.32%-17.36%8.35%-10.76%-10.04%
20175.50%1.70%3.87%2.01%3.10%0.58%0.54%-7.55%7.01%4.21%-2.08%1.58%21.54%
2016-2.94%12.27%11.41%1.13%-1.71%-3.08%6.16%5.88%-1.25%-2.95%5.28%0.87%33.82%
2015-7.17%12.55%-3.56%1.97%4.16%-5.73%-9.43%-5.81%-10.09%8.99%5.04%-10.52%-20.73%
2014-3.98%2.22%1.22%-3.30%2.13%4.74%-11.38%2.78%-9.23%7.92%-0.11%0.19%-8.23%
20135.11%8.81%-0.49%0.26%8.34%-0.38%4.77%-7.60%8.72%3.11%2.98%4.76%44.18%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ETN is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of ETN is 9090
Combined Rank
The Sharpe Ratio Rank of ETN is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of ETN is 8888
Sortino Ratio Rank
The Omega Ratio Rank of ETN is 8989
Omega Ratio Rank
The Calmar Ratio Rank of ETN is 9494
Calmar Ratio Rank
The Martin Ratio Rank of ETN is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Eaton Corporation plc (ETN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for ETN, currently valued at 2.21, compared to the broader market-4.00-2.000.002.004.002.212.46
The chart of Sortino ratio for ETN, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.002.773.31
The chart of Omega ratio for ETN, currently valued at 1.40, compared to the broader market0.501.001.502.001.401.46
The chart of Calmar ratio for ETN, currently valued at 3.07, compared to the broader market0.002.004.006.003.073.55
The chart of Martin ratio for ETN, currently valued at 9.90, compared to the broader market-10.000.0010.0020.0030.009.9015.76
ETN
^GSPC

The current Eaton Corporation plc Sharpe ratio is 2.21. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Eaton Corporation plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
2.21
2.46
ETN (Eaton Corporation plc)
Benchmark (^GSPC)

Dividends

Dividend History

Eaton Corporation plc provided a 1.04% dividend yield over the last twelve months, with an annual payout of $3.76 per share. The company has been increasing its dividends for 33 consecutive years, earning it the status of a dividend aristocrat.


1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.76$3.44$3.24$3.04$2.92$2.84$2.64$2.40$2.28$2.20$1.96$1.68

Dividend yield

1.04%1.43%2.06%1.76%2.43%3.00%3.85%3.04%3.40%4.23%2.88%2.21%

Monthly Dividends

The table displays the monthly dividend distributions for Eaton Corporation plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.94$0.00$0.94$0.00$0.00$0.94$0.00$0.00$0.94$3.76
2023$0.00$0.00$0.86$0.00$0.86$0.00$0.00$0.86$0.00$0.00$0.86$0.00$3.44
2022$0.00$0.00$0.81$0.00$0.81$0.00$0.00$0.81$0.00$0.00$0.81$0.00$3.24
2021$0.00$0.00$0.76$0.00$0.76$0.00$0.00$0.76$0.00$0.00$0.76$0.00$3.04
2020$0.00$0.00$0.73$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.73$0.00$2.92
2019$0.00$0.00$0.71$0.00$0.71$0.00$0.00$0.71$0.00$0.71$0.00$0.00$2.84
2018$0.00$0.00$0.66$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$2.64
2017$0.00$0.00$0.60$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$2.40
2016$0.00$0.00$0.57$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$2.28
2015$0.00$0.00$0.55$0.55$0.00$0.00$0.55$0.00$0.00$0.00$0.55$0.00$2.20
2014$0.00$0.00$0.49$0.00$0.49$0.00$0.49$0.00$0.00$0.00$0.49$0.00$1.96
2013$0.42$0.00$0.42$0.00$0.00$0.42$0.00$0.42$0.00$0.00$1.68

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.0%
Eaton Corporation plc has a dividend yield of 1.04%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%35.7%
Eaton Corporation plc has a payout ratio of 35.74%, which is quite average when compared to the overall market. This suggests that Eaton Corporation plc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-3.09%
-1.40%
ETN (Eaton Corporation plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Eaton Corporation plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Eaton Corporation plc was 68.95%, occurring on Mar 9, 2009. Recovery took 420 trading sessions.

The current Eaton Corporation plc drawdown is 3.09%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.95%Jul 24, 2007410Mar 9, 2009420Nov 4, 2010830
-62%Jun 26, 1972629Dec 23, 19741432Aug 22, 19802061
-47.42%Aug 21, 198742Oct 20, 19871067Jan 9, 19921109
-44.55%Feb 21, 202022Mar 23, 2020107Aug 24, 2020129
-44.55%Jun 8, 1981291Jul 30, 1982191May 2, 1983482

Volatility

Volatility Chart

The current Eaton Corporation plc volatility is 8.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
8.54%
4.07%
ETN (Eaton Corporation plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Eaton Corporation plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Eaton Corporation plc compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.0250.038.4
The chart displays the price to earnings (P/E) ratio for ETN in comparison to other companies of the Specialty Industrial Machinery industry. Currently, ETN has a PE value of 38.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.03.1
The chart displays the price to earnings to growth (PEG) ratio for ETN in comparison to other companies of the Specialty Industrial Machinery industry. Currently, ETN has a PEG value of 3.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Eaton Corporation plc.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items