- ISIN
- IE00B8KQN827
- CUSIP
- 00B8KQN82
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- Jun 1, 1972
Highlights
- Market Cap
- $169.61B
- Enterprise Value
- $193.47B
- EPS (TTM)
- $10.22
- PE Ratio
- 42.62
- PEG Ratio
- 2.32
- Total Revenue (TTM)
- $28.52B
- Gross Profit (TTM)
- $7.87B
- EBITDA (TTM)
- $4.75B
- Year Range
- $311.92 - $436.74
- Target Price
- $379.78
- ROA (TTM)
- 7.25%
- ROE (TTM)
- 20.19%
Share Price Chart
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Performance
ETN Performance Chart
Eaton Corporation plc (ETN) is up 37.6% since the beginning of the year. At $436 per share, ETN is currently trading at its 52-week high. Investors who bought $1,000 worth of ETN shares 5 years ago would now be looking at an investment worth $3,268.
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Returns By Period
Eaton Corporation plc (ETN) has returned 37.62% so far this year and 33.08% over the past 12 months. Looking at the last ten years, ETN has achieved an annualized return of 25.22%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Eaton Corporation plc
- 1D
- 3.32%
- 1M
- 11.35%
- YTD
- 37.62%
- 6M
- 36.82%
- 1Y
- 33.08%
- 3Y*
- 32.57%
- 5Y*
- 26.72%
- 10Y*
- 25.22%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
ETN Monthly Returns History
Based on dividend-adjusted daily data since Jun 1, 1972, ETN's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, an investment would double in approximately 4.7 years.
Historically, 58% of months were positive and 42% were negative. The best month was Jan 1975 with a return of +33.6%, while the worst month was Nov 1973 at -30.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.
On a daily basis, ETN closed higher 48% of trading days. The best single day was Mar 24, 2020 with a return of +23.3%, while the worst single day was Oct 19, 1987 at -25.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.33% | 6.97% | -4.56% | 21.06% | -7.23% | 8.78% | 37.62% | ||||||
| 2025 | -1.64% | -10.15% | -6.99% | 8.29% | 9.15% | 11.49% | 7.77% | -8.98% | 7.19% | 1.95% | -9.10% | -7.92% | -2.79% |
| 2024 | 2.18% | 17.44% | 8.53% | 1.78% | 4.90% | -5.80% | -2.79% | 1.04% | 7.99% | 0.04% | 13.54% | -11.60% | 39.51% |
| 2023 | 3.35% | 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% |
Benchmark Metrics
Eaton Corporation plc has an annualized alpha of 6.41%, beta of 0.98, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since June 01, 1972.
- This stock captured 118.01% of S&P 500 Index gains but only 99.96% of its losses - a favorable profile for investors.
- R2 of 0.36 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 6.41%
- Beta
- 0.98
- R²
- 0.36
- Upside Capture
- 118.01%
- Downside Capture
- 99.96%
Return for Risk
Risk / Return Rank
ETN ranks 69 for risk / return — better than 69% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Eaton Corporation plc (ETN) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ETN | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | 2.78 | -1.05 |
| Martin ratioReturn relative to average drawdown | 3.74 | 12.44 | -8.70 |
Dividends
Dividend History
Eaton Corporation plc provided a 0.98% dividend yield over the last twelve months, with an annual payout of $4.28 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.28 | $4.16 | $3.76 | $3.44 | $3.24 | $3.04 | $2.26 | $2.84 | $2.64 | $2.40 | $2.28 | $2.20 |
Dividend yield | 0.98% | 1.31% | 1.13% | 1.43% | 2.06% | 1.76% | 1.88% | 3.00% | 3.85% | 3.04% | 3.40% | 4.23% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $1.10 | $0.00 | $1.10 | $0.00 | $2.20 | ||||||
| 2025 | $0.00 | $0.00 | $1.04 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | $0.00 | $4.16 |
| 2024 | $0.00 | $0.00 | $0.94 | $0.00 | $0.94 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.94 | $0.00 | $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 |
Dividend Yield & Payout
Dividend Yield
Eaton Corporation plc has a dividend yield of 0.98%, 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
Eaton Corporation plc has a payout ratio of 41.19%, 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.
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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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -68.95%Mar 2009 | 1y 7mo | 1y 8mo | 3y 3moJul 2007 - Nov 2010 |
1974 bear market1974 | -62.01%Dec 1974 | 2y 6mo | 5y 8mo | 8y 1moJun 1972 - Aug 1980 |
Black Monday1987 | -47.42%Oct 1987 | 2mo | 1y 10mo | 2y 8dAug 1987 - Aug 1989 |
1982 bear market1982 | -44.56%Jul 1982 | 1y 1mo | 9mo 6d | 1y 10moJun 1981 - May 1983 |
COVID crash2020 | -44.55%Mar 2020 | 1mo 1d | 5mo 8d | 6mo 9dFeb 2020 - Aug 2020 |
Drawdown Indicators
| ETN | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.95% | -56.78% | -12.17% |
Max Drawdown (1Y)Largest decline over 1 year | -19.14% | -9.10% | -10.04% |
Max Drawdown (3Y)Largest decline over 3 years | -34.46% | -18.90% | -15.56% |
Max Drawdown (5Y)Largest decline over 5 years | -34.46% | -25.43% | -9.03% |
Max Drawdown (10Y)Largest decline over 10 years | -44.55% | -33.92% | -10.63% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -10.71% | -4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.88% | 2.03% | +6.85% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
Valuation
The Valuation section provides an overview of how Eaton Corporation plc is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for ETN, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, ETN has a P/E ratio of 42.6. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for ETN compared to other companies in the Specialty Industrial Machinery industry. ETN currently has a PEG ratio of 2.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for ETN relative to other companies in the Specialty Industrial Machinery industry. Currently, ETN has a P/S ratio of 6.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for ETN in comparison with other companies in the Specialty Industrial Machinery industry. Currently, ETN has a P/B value of 8.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
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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 | — |
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