Is Eaton PLC Stock a Good Investment?
Eaton PLC Investment Advice | ETN |
- Examine Eaton PLC's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Eaton PLC's leadership team and their track record. Good management can help Eaton PLC navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Electrical Components & Equipment space and any emerging trends that could impact Eaton PLC's business and its evolving consumer preferences.
- Compare Eaton PLC's performance and market position to its competitors. Analyze how Eaton PLC is positioned in terms of product offerings, innovation, and market share.
- Check if Eaton PLC pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Eaton PLC's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Eaton PLC stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Eaton PLC is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Eaton PLC Stock
Researching Eaton PLC's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 85.0% of the company shares are held by institutions such as insurance companies. The company recorded earning per share (EPS) of 9.4. Eaton PLC last dividend was issued on the 4th of November 2024. The entity had 2:1 split on the 1st of March 2011.
To determine if Eaton PLC is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Eaton PLC's research are outlined below:
| Eaton PLC has a strong financial position based on the latest SEC filings | |
| Over 85.0% of the company shares are held by institutions such as insurance companies | |
| On 22nd of November 2024 Eaton PLC paid $ 0.94 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: First County Bank CT Sells 160 Shares of Eaton Co. plc |
Eaton PLC Quarterly Good Will |
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Eaton PLC uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Eaton PLC. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Eaton PLC's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 1st of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 1st of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Eaton PLC's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Eaton PLC's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2009-07-20 | 2009-06-30 | 0.09 | 0.12 | 0.03 | 33 | ||
2003-04-14 | 2003-03-31 | 0.24 | 0.27 | 0.03 | 12 | ||
1997-04-14 | 1997-03-31 | 0.3 | 0.33 | 0.03 | 10 | ||
2004-04-14 | 2004-03-31 | 0.4 | 0.44 | 0.04 | 10 | ||
2004-01-21 | 2003-12-31 | 0.35 | 0.39 | 0.04 | 11 | ||
1999-07-19 | 1999-06-30 | 0.39 | 0.43 | 0.04 | 10 | ||
1997-07-14 | 1997-06-30 | 0.36 | 0.41 | 0.05 | 13 | ||
1997-01-20 | 1996-12-31 | 0.24 | 0.29 | 0.05 | 20 |
Know Eaton PLC's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Eaton PLC is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Eaton PLC backward and forwards among themselves. Eaton PLC's institutional investor refers to the entity that pools money to purchase Eaton PLC's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Norges Bank | 2024-06-30 | 4.7 M | Coatue Management Llc | 2024-09-30 | 4.6 M | Jennison Associates Llc | 2024-09-30 | 4.4 M | Bank Of New York Mellon Corp | 2024-06-30 | 4.4 M | Northern Trust Corp | 2024-09-30 | 4.2 M | Alliancebernstein L.p. | 2024-06-30 | 3.8 M | Raymond James & Associates | 2024-09-30 | 3.7 M | Wells Fargo & Co | 2024-06-30 | 3.6 M | Clearbridge Advisors, Llc | 2024-09-30 | 3.4 M | Vanguard Group Inc | 2024-09-30 | 37.1 M | Blackrock Inc | 2024-06-30 | 28.8 M |
Eaton PLC's market capitalization trends
The company currently falls under 'Mega-Cap' category with a total capitalization of 149.15 B.Market Cap |
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Eaton PLC's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.18 | 0.18 | |
| Return On Capital Employed | 0.08 | 0.12 | |
| Return On Assets | 0.08 | 0.05 | |
| Return On Equity | 0.17 | 0.17 |
Determining Eaton PLC's profitability involves analyzing its financial statements and using various financial metrics to determine if Eaton PLC is a good buy. For example, gross profit margin measures Eaton PLC's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Eaton PLC's profitability and make more informed investment decisions.
Evaluate Eaton PLC's management efficiency
Eaton PLC has Return on Asset of 0.074 % which means that on every $100 spent on assets, it made $0.074 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2008 %, implying that it generated $0.2008 on every 100 dollars invested. Eaton PLC's management efficiency ratios could be used to measure how well Eaton PLC manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Eaton PLC's Return On Tangible Assets are very stable compared to the past year. As of the 24th of November 2024, Return On Capital Employed is likely to grow to 0.12, while Return On Assets are likely to drop 0.05. At this time, Eaton PLC's Debt To Assets are very stable compared to the past year. As of the 24th of November 2024, Asset Turnover is likely to grow to 1.06, while Non Currrent Assets Other are likely to drop about 845.9 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 47.78 | 50.17 | |
| Tangible Book Value Per Share | (2.50) | (2.63) | |
| Enterprise Value Over EBITDA | 21.72 | 22.81 | |
| Price Book Value Ratio | 5.05 | 5.30 | |
| Enterprise Value Multiple | 21.72 | 22.81 | |
| Price Fair Value | 5.05 | 5.30 | |
| Enterprise Value | 7 B | 7.3 B |
Understanding the operational decisions made by Eaton PLC management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Dividend Yield 0.01 | Forward Dividend Yield 0.01 | Forward Dividend Rate 3.76 | Beta 1.01 |
Basic technical analysis of Eaton Stock
As of the 24th of November, Eaton PLC shows the Mean Deviation of 1.2, downside deviation of 1.56, and Coefficient Of Variation of 449.2. Eaton PLC technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices.Eaton PLC's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Eaton PLC insiders, such as employees or executives, is commonly permitted as long as it does not rely on Eaton PLC's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Eaton PLC insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Eaton PLC's Outstanding Corporate Bonds
Eaton PLC issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Eaton PLC uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Eaton bonds can be classified according to their maturity, which is the date when Eaton PLC has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Eaton PLC's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Eaton PLC's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1762 | |||
| Market Risk Adjusted Performance | 0.2257 | |||
| Mean Deviation | 1.2 | |||
| Semi Deviation | 1.2 | |||
| Downside Deviation | 1.56 | |||
| Coefficient Of Variation | 449.2 | |||
| Standard Deviation | 1.7 | |||
| Variance | 2.89 | |||
| Information Ratio | 0.1457 | |||
| Jensen Alpha | 0.1622 | |||
| Total Risk Alpha | 0.1008 | |||
| Sortino Ratio | 0.1586 | |||
| Treynor Ratio | 0.2157 | |||
| Maximum Drawdown | 8.54 | |||
| Value At Risk | (2.11) | |||
| Potential Upside | 2.91 | |||
| Downside Variance | 2.44 | |||
| Semi Variance | 1.44 | |||
| Expected Short fall | (1.39) | |||
| Skewness | 0.1544 | |||
| Kurtosis | 3.7 |
| Risk Adjusted Performance | 0.1762 | |||
| Market Risk Adjusted Performance | 0.2257 | |||
| Mean Deviation | 1.2 | |||
| Semi Deviation | 1.2 | |||
| Downside Deviation | 1.56 | |||
| Coefficient Of Variation | 449.2 | |||
| Standard Deviation | 1.7 | |||
| Variance | 2.89 | |||
| Information Ratio | 0.1457 | |||
| Jensen Alpha | 0.1622 | |||
| Total Risk Alpha | 0.1008 | |||
| Sortino Ratio | 0.1586 | |||
| Treynor Ratio | 0.2157 | |||
| Maximum Drawdown | 8.54 | |||
| Value At Risk | (2.11) | |||
| Potential Upside | 2.91 | |||
| Downside Variance | 2.44 | |||
| Semi Variance | 1.44 | |||
| Expected Short fall | (1.39) | |||
| Skewness | 0.1544 | |||
| Kurtosis | 3.7 |
Consider Eaton PLC's intraday indicators
Eaton PLC intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Eaton PLC stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Eaton PLC Corporate Filings
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 31st of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 23rd of October 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Eaton Stock media impact
Far too much social signal, news, headlines, and media speculation about Eaton PLC that are available to investors today. That information is available publicly through Eaton media outlets and privately through word of mouth or via Eaton internal channels. However, regardless of the origin, that massive amount of Eaton data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Eaton PLC news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Eaton PLC relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Eaton PLC's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Eaton PLC alpha.
Eaton PLC Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Eaton PLC can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Eaton PLC Historical Investor Sentiment
Investor biases related to Eaton PLC's public news can be used to forecast risks associated with an investment in Eaton. The trend in average sentiment can be used to explain how an investor holding Eaton can time the market purely based on public headlines and social activities around Eaton PLC. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Eaton PLC's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Eaton PLC and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Eaton PLC news discussions. The higher the estimate score, the more favorable the investor's outlook on Eaton PLC.
Eaton PLC Corporate Directors
| Gerald Smith | Independent Director | Profile | |
| Silvio Napoli | Independent Director | Profile | |
| Christopher Connor | Lead Independent Director | Profile | |
| Dorothy Thompson | Non-Executive Director | Profile |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton PLC. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. To learn how to invest in Eaton Stock, please use our How to Invest in Eaton PLC guide.You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Is Electrical Components & Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Eaton PLC. If investors know Eaton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Eaton PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.14 | Dividend Share 3.68 | Earnings Share 9.4 | Revenue Per Share 61.686 | Quarterly Revenue Growth 0.079 |
The market value of Eaton PLC is measured differently than its book value, which is the value of Eaton that is recorded on the company's balance sheet. Investors also form their own opinion of Eaton PLC's value that differs from its market value or its book value, called intrinsic value, which is Eaton PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Eaton PLC's market value can be influenced by many factors that don't directly affect Eaton PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Eaton PLC's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Eaton PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.