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

Company Info

ISIN

IE00B8KQN827

CUSIP

00B8KQN82

IPO Date

Jun 1, 1972

Highlights

Market Cap

$121.25B

EPS (TTM)

$9.91

PE Ratio

31.27

PEG Ratio

2.57

Total Revenue (TTM)

$25.31B

Gross Profit (TTM)

$9.73B

EBITDA (TTM)

$5.80B

Year Range

$231.05 - $377.29

Target Price

$339.62

Short %

1.91%

Short Ratio

1.95

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.


Performance

Performance Chart


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Returns By Period

Eaton Corporation plc (ETN) returned -5.96% year-to-date (YTD) and -5.01% over the past 12 months. Over the past 10 years, ETN delivered an annualized return of 18.77%, outperforming the S&P 500 benchmark at 10.46%.


ETN

YTD

-5.96%

1M

14.86%

6M

-14.89%

1Y

-5.01%

5Y*

33.58%

10Y*

18.77%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

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
2025-1.64%-10.15%-6.99%8.29%5.63%-5.96%
20242.18%17.44%8.53%1.78%4.90%-5.80%-2.79%1.04%7.99%0.04%13.54%-11.60%39.51%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ETN is 43, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ETN is 4343
Overall Rank
The Sharpe Ratio Rank of ETN is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of ETN is 4040
Sortino Ratio Rank
The Omega Ratio Rank of ETN is 4040
Omega Ratio Rank
The Calmar Ratio Rank of ETN is 4545
Calmar Ratio Rank
The Martin Ratio Rank of ETN is 4545
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Eaton Corporation plc Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.15
  • 5-Year: 1.13
  • 10-Year: 0.65
  • All Time: 0.42

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Eaton Corporation plc compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Eaton Corporation plc provided a 1.28% dividend yield over the last twelve months, with an annual payout of $3.96 per share. The company has been increasing its dividends for 35 consecutive years, earning it the status of a dividend aristocrat.


1.00%1.50%2.00%2.50%3.00%3.50%4.00%4.50%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.96$3.76$3.44$3.24$3.04$2.92$2.84$2.64$2.40$2.28$2.20$1.96

Dividend yield

1.28%1.13%1.43%2.06%1.76%2.43%3.00%3.85%3.04%3.40%4.23%2.88%

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
2025$0.00$0.00$1.04$0.00$1.04$2.08
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
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$0.49$0.00$0.49$0.00$0.49$0.00$0.00$0.00$0.49$0.00$1.96

Dividend Yield & Payout


Dividend Yield

Eaton Corporation plc has a dividend yield of 1.28%, 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 35.61%, 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.

The current Eaton Corporation plc drawdown is 17.33%.


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, 1987951Jul 25, 1991993
-44.55%Feb 21, 202022Mar 23, 2020107Aug 24, 2020129
-44.54%Jun 8, 1981291Jul 30, 1982191May 2, 1983482

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.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Eaton Corporation plc, comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.


0.501.001.502.002.503.0020212022202320242025
2.72
2.71
Actual
Estimate

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 31.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

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 2.6. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

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 4.8. 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 6.5. 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
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