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Eaton Corporation plc (ETN)

Equity · Currency in USD · Last updated Dec 9, 2023
SummaryFinancials

Company Info

ISINIE00B8KQN827
CUSIP00B8KQN82
SectorIndustrials
IndustrySpecialty Industrial Machinery

Highlights

Market Cap$92.76B
EPS$7.48
PE Ratio31.06
PEG Ratio2.26
Revenue (TTM)$22.61B
Gross Profit (TTM)$6.89B
EBITDA (TTM)$4.65B
Year Range$148.17 - $239.48
Target Price$233.12
Short %1.29%
Short Ratio2.26

Share Price Chart


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Performance

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.


5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%JulyAugustSeptemberOctoberNovemberDecember
25,726.57%
4,097.62%
ETN (Eaton Corporation plc)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with ETN

Eaton Corporation plc

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Return

Eaton Corporation plc had a return of 50.70% year-to-date (YTD) and 48.99% in the last 12 months. Over the past 10 years, Eaton Corporation plc had an annualized return of 15.76%, outperforming the S&P 500 benchmark which had an annualized return of 9.85%.


PeriodReturnBenchmark
Year-To-Date50.70%19.92%
1 month6.76%5.06%
6 months25.02%7.11%
1 year48.99%16.17%
5 years (annualized)29.92%11.84%
10 years (annualized)15.76%9.85%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20235.79%14.33%2.10%12.65%-7.42%-2.52%9.95%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Eaton Corporation plc (ETN) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ETN
Eaton Corporation plc
1.89
^GSPC
S&P 500
1.25

Sharpe Ratio

The current Eaton Corporation plc Sharpe ratio is 1.89. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.89
1.25
ETN (Eaton Corporation plc)
Benchmark (^GSPC)

Dividend History

Eaton Corporation plc granted a 1.48% dividend yield in the last twelve months. The annual payout for that period amounted to $3.44 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$3.44$3.24$3.04$2.92$2.84$2.64$2.40$2.28$2.20$1.96$1.68$1.52

Dividend yield

1.48%2.06%1.76%2.43%3.00%3.85%3.04%3.40%4.23%2.88%2.21%2.81%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.86$0.00$0.86$0.00$0.00$0.86$0.00$0.00$0.86
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
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
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
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
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
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
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
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
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
2013$0.00$0.00$0.42$0.00$0.42$0.00$0.00$0.42$0.00$0.42$0.00$0.00
2012$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.38$0.00$0.00

Dividend Yield & Payout


Dividend Yield
ETN
1.48%
Market bottom
1.02%
Market top
5.22%
Eaton Corporation plc has a dividend yield of 1.48%, which is quite average when compared to the overall market.
Payout Ratio
ETN
39.91%
Market bottom
18.80%
Market top
64.70%
Eaton Corporation plc has a payout ratio of 39.91%, 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 Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.02%
-4.01%
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.


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 Chart

The current Eaton Corporation plc volatility is 4.87%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
4.87%
2.77%
ETN (Eaton Corporation plc)
Benchmark (^GSPC)