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STEM vs. ETN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between STEM and ETN is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

STEM vs. ETN

Last updated Jun 1, 2025

Compare and contrast key facts about Stem, Inc. (STEM) and Eaton Corporation plc (ETN).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STEM or ETN.

Performance

STEM vs. ETN - Performance Comparison

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

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Key characteristics

Sharpe Ratio

STEM:

-0.40

ETN:

-0.08

Sortino Ratio

STEM:

0.22

ETN:

0.12

Omega Ratio

STEM:

1.02

ETN:

1.02

Calmar Ratio

STEM:

-0.64

ETN:

-0.11

Martin Ratio

STEM:

-1.03

ETN:

-0.27

Ulcer Index

STEM:

62.09%

ETN:

14.05%

Daily Std Dev

STEM:

162.20%

ETN:

38.49%

Max Drawdown

STEM:

-99.41%

ETN:

-68.95%

Current Drawdown

STEM:

-99.02%

ETN:

-14.58%

Fundamentals

Market Cap

STEM:

$81.37M

ETN:

$127.10B

EPS

STEM:

-$5.26

ETN:

$9.77

PS Ratio

STEM:

0.54

ETN:

5.02

PB Ratio

STEM:

0.63

ETN:

6.77

Total Revenue (TTM)

STEM:

$151.63M

ETN:

$25.31B

Gross Profit (TTM)

STEM:

$25.91M

ETN:

$9.73B

EBITDA (TTM)

STEM:

-$754.85M

ETN:

$5.80B

Returns By Period

In the year-to-date period, STEM achieves a -18.89% return, which is significantly lower than ETN's -2.83% return.

STEM

YTD

-18.89%

1M

-8.90%

6M

24.71%

1Y

-63.23%

3Y*

-61.60%

5Y*

N/A

10Y*

N/A

ETN

YTD

-2.83%

1M

6.52%

6M

-14.10%

1Y

-2.51%

3Y*

34.33%

5Y*

32.85%

10Y*

19.18%

*Annualized

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Stem, Inc.

Eaton Corporation plc

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

STEM vs. ETN — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
STEM
The Risk-Adjusted Performance Rank of STEM is 2929
Overall Rank
The Sharpe Ratio Rank of STEM is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of STEM is 4242
Sortino Ratio Rank
The Omega Ratio Rank of STEM is 4141
Omega Ratio Rank
The Calmar Ratio Rank of STEM is 1111
Calmar Ratio Rank
The Martin Ratio Rank of STEM is 2424
Martin Ratio Rank
ETN
The Risk-Adjusted Performance Rank of ETN is 4343
Overall Rank
The Sharpe Ratio Rank of ETN is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of ETN is 3939
Sortino Ratio Rank
The Omega Ratio Rank of ETN is 4040
Omega Ratio Rank
The Calmar Ratio Rank of ETN is 4444
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.

STEM vs. ETN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Stem, Inc. (STEM) 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.

The current STEM Sharpe Ratio is -0.40, which is lower than the ETN Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of STEM and ETN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

STEM vs. ETN - Dividend Comparison

STEM has not paid dividends to shareholders, while ETN's dividend yield for the trailing twelve months is around 1.24%.

TTM20242023202220212020201920182017201620152014
STEM
Stem, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ETN
Eaton Corporation plc		1.24%1.13%1.43%2.06%1.76%2.43%3.00%3.85%3.04%3.40%4.23%2.88%

Drawdowns

STEM vs. ETN - Drawdown Comparison

The maximum STEM drawdown since its inception was -99.41%, which is greater than ETN's maximum drawdown of -68.95%. Use the drawdown chart below to compare losses from any high point for STEM and ETN.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

STEM vs. ETN - Volatility Comparison

Stem, Inc. (STEM) has a higher volatility of 19.90% compared to Eaton Corporation plc (ETN) at 6.66%. This indicates that STEM's price experiences larger fluctuations and is considered to be riskier than ETN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Financials

STEM vs. ETN - Financials Comparison

This section allows you to compare key financial metrics between Stem, 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

0.001.00B2.00B3.00B4.00B5.00B6.00B20212022202320242025
32.51M
6.38B
(STEM) Total Revenue
(ETN) Total Revenue
Values in USD except per share items

STEM vs. ETN - Profitability Comparison

The chart below illustrates the profitability comparison between Stem, 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
-100.0%-80.0%-60.0%-40.0%-20.0%0.0%20.0%40.0%20212022202320242025
32.4%
38.4%
(STEM) Gross Margin
(ETN) Gross Margin
STEM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Stem, Inc. reported a gross profit of 10.54M and revenue of 32.51M. Therefore, the gross margin over that period was 32.4%.

ETN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Eaton Corporation plc reported a gross profit of 2.45B and revenue of 6.38B. Therefore, the gross margin over that period was 38.4%.

STEM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Stem, Inc. reported an operating income of -21.15M and revenue of 32.51M, resulting in an operating margin of -65.1%.

ETN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Eaton Corporation plc reported an operating income of 1.20B and revenue of 6.38B, resulting in an operating margin of 18.8%.

STEM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Stem, Inc. reported a net income of -25.00M and revenue of 32.51M, resulting in a net margin of -76.9%.

ETN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Eaton Corporation plc reported a net income of 964.00M and revenue of 6.38B, resulting in a net margin of 15.1%.