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ENR vs. ETN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ENR vs. ETN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Energizer Holdings, Inc. (ENR) and Eaton Corporation plc (ETN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ENR achieves a 9.46% return, which is significantly lower than ETN's 37.62% return. Over the past 10 years, ENR has underperformed ETN with an annualized return of -5.07%, while ETN has yielded a comparatively higher 25.22% annualized return.


ENR

1D
-2.00%
1M
16.01%
YTD
9.46%
6M
10.07%
1Y
12.84%
3Y*
-9.01%
5Y*
-9.39%
10Y*
-5.07%

ETN

1D
3.32%
1M
11.35%
YTD
37.62%
6M
36.82%
1Y
33.08%
3Y*
32.57%
5Y*
26.72%
10Y*
25.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENR vs. ETN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ENR
Energizer Holdings, Inc.
9.46%-40.09%14.36%-2.18%-13.19%-2.22%-13.75%14.30%-3.85%10.10%
ETN
Eaton Corporation plc
37.62%-2.79%39.51%56.22%-7.18%46.70%29.88%42.76%-10.04%21.54%

Correlation

The correlation between ENR and ETN is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Mar 27, 2000

0.37

Over the past year, the correlation between ENR and ETN has dropped to 0.15 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

ENR:

$1.46B

ETN:

$169.61B

EPS

ENR:

$2.80

ETN:

$10.22

PE Ratio

ENR:

7.54

ETN:

42.62

PEG Ratio

ENR:

0.05

ETN:

2.32

PS Ratio

ENR:

0.49

ETN:

5.96

PB Ratio

ENR:

8.41

ETN:

8.58

Total Revenue (TTM)

ENR:

$2.98B

ETN:

$28.52B

Gross Profit (TTM)

ENR:

$1.21B

ETN:

$7.87B

EBITDA (TTM)

ENR:

$559.80M

ETN:

$4.75B

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Return for Risk

ENR vs. ETN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ENR
ENR Risk / Return Rank: 4949
Overall Rank
ENR Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
ENR Sortino Ratio Rank: 4949
Sortino Ratio Rank
ENR Omega Ratio Rank: 4949
Omega Ratio Rank
ENR Calmar Ratio Rank: 4949
Calmar Ratio Rank
ENR Martin Ratio Rank: 4848
Martin Ratio Rank

ETN
ETN Risk / Return Rank: 6969
Overall Rank
ETN Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
ETN Sortino Ratio Rank: 6565
Sortino Ratio Rank
ETN Omega Ratio Rank: 6666
Omega Ratio Rank
ETN Calmar Ratio Rank: 7373
Calmar Ratio Rank
ETN Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ENR vs. ETN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Energizer Holdings, Inc. (ENR) and Eaton Corporation plc (ETN). 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.

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.


ENRETNDifference
Sharpe ratioReturn per unit of total volatility

-0.75

Sortino ratioReturn per unit of downside risk

-0.69

Omega ratioGain probability vs. loss probability

1.10

1.19

-0.09

Calmar ratioReturn relative to maximum drawdown

0.30

1.74

-1.44

Martin ratioReturn relative to average drawdown

0.49

3.74

-3.25

ENR vs. ETN - Sharpe Ratio Comparison

The current ENR Sharpe Ratio is 0.24, which is lower than the ETN Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of ENR and ETN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ENR vs. ETN - Drawdown Comparison

The maximum ENR drawdown since its inception was -84.00%, which is greater than ETN's maximum drawdown of -68.95%. Use the drawdown chart below to compare losses from any high point for ENR and ETN.


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Drawdown Indicators


ENRETNDifference

Max Drawdown

Largest peak-to-trough decline

-84.00%

-68.95%

-15.05%

Max Drawdown (1Y)

Largest decline over 1 year

-43.62%

-19.14%

-24.48%

Max Drawdown (3Y)

Largest decline over 3 years

-56.12%

-34.46%

-21.66%

Max Drawdown (5Y)

Largest decline over 5 years

-56.12%

-34.46%

-21.66%

Max Drawdown (10Y)

Largest decline over 10 years

-67.46%

-44.55%

-22.91%

Current Drawdown

Current decline from peak

-78.82%

0.00%

-78.82%

Average Drawdown

Average peak-to-trough decline

-40.90%

-14.89%

-26.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.52%

8.88%

+17.64%

Volatility

ENR vs. ETN - Volatility Comparison

The current volatility for Energizer Holdings, Inc. (ENR) is 11.06%, while Eaton Corporation plc (ETN) has a volatility of 13.19%. This indicates that ENR experiences smaller price fluctuations and is considered to be less risky than ETN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENRETNDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.06%

13.19%

-2.13%

Volatility (6M)

Calculated over the trailing 6-month period

31.55%

26.35%

+5.20%

Volatility (1Y)

Calculated over the trailing 1-year period

53.11%

33.55%

+19.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.62%

30.30%

+5.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.58%

30.16%

+6.42%

Dividends

ENR vs. ETN - Dividend Comparison

ENR's dividend yield for the trailing twelve months is around 5.69%, more than ETN's 0.98% yield.


PositionTTM20252024202320222021202020192018201720162015
ENR
Energizer Holdings, Inc.
5.69%6.03%3.44%3.79%3.58%2.99%2.84%2.39%2.59%2.32%2.30%2.94%
ETN
Eaton Corporation plc
0.98%1.31%1.13%1.43%2.06%1.76%1.88%3.00%3.85%3.04%3.40%4.23%

Financials

ENR vs. ETN - Financials Comparison

This section allows you to compare key financial metrics between Energizer Holdings, Inc. and Eaton Corporation plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B2.00B3.00B4.00B5.00B6.00B7.00B20222023202420252026
643.30M
7.45B
(ENR) Total Revenue
(ETN) Total Revenue
Values in USD except per share items

ENR vs. ETN - Profitability Comparison

The chart below illustrates the profitability comparison between Energizer Holdings, Inc. and Eaton Corporation plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%20222023202420252026
40.2%
0
Portfolio components
ENR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Energizer Holdings, Inc. reported a gross profit of 258.80M and revenue of 643.30M. Therefore, the gross margin over that period was 40.2%.

ETN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported a gross profit of 0.00 and revenue of 7.45B. Therefore, the gross margin over that period was 0.0%.

ENR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Energizer Holdings, Inc. reported an operating income of 118.10M and revenue of 643.30M, resulting in an operating margin of 18.4%.

ETN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported an operating income of 0.00 and revenue of 7.45B, resulting in an operating margin of 0.0%.

ENR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Energizer Holdings, Inc. reported a net income of 10.10M and revenue of 643.30M, resulting in a net margin of 1.6%.

ETN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eaton Corporation plc reported a net income of 866.00M and revenue of 7.45B, resulting in a net margin of 11.6%.


Frequently Asked Questions


ENR and ETN have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ETN has higher volatility (13.19%) compared to ENR (11.06%). In terms of maximum drawdown, ENR dropped -84.00% vs ETN's -68.95%.

ETN currently has the higher Sharpe Ratio (0.99 vs 0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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