Eaton Corporation (ETN) is a electrical components & equipment company in the Industrials sector. Listed on the NASDAQ, Eaton Corporation is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $375.46.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $375.46 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 25.09% |
| Risk / Std Dev (Annualized) | 30.20% |
| Sharpe Ratio (rf=4.5%) | 0.68 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Electrical Components & Equipment
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 25.09% with an annualized volatility of 30.20%. The Sharpe ratio of 0.68 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 145.79B |
| Enterprise Value | 166.92B |
| Trailing P/E | 36.77 |
| Forward P/E | 23.88 |
| Price to Book | 7.39 |
| Price to Sales | 5.11 |
| EV/Revenue | 5.85 |
| EV/EBITDA | 26.32 |
| Profitability | | | Profit Margin | 13.99% | | Operating Margin | 16.1% | | ROE | 20.84% | | ROA | 7.02% |
| Growth | | | Revenue Growth | 16.8% | | Earnings Growth | -9.4% |
| Dividend | | | Dividend Yield | 117.0% | | Payout Ratio | 41.29% | | 5Y Avg Yield | 155.0% |
| Financial Health | | | Total Revenue | 28.52B | | Total Debt | 21.83B | | Total Cash | 0.75B | | Free Cash Flow | 2.65B | | Operating Cash Flow | 4.74B |
| Price & Technical | | | 52W High | $435.43$ | | 52W Low | $311.92$ | | 50-Day Avg | $399.89$ | | 200-Day Avg | $367.0$ | | Beta | 1.19 | | Shares Outstanding | 0.39B | | Float Shares | 0.39B | | Insider Holdings | 0.06% | | Institutional Holdings | 88.0% | | Short Ratio | 3.28 | | Short % of Float | 2.52% |
| Analyst Targets | | | Target High | $534.0$ | | Target Low | $321.0$ | | Target Mean | $451.73$ | | Target Median | $471.0$ | | # of Analysts | 27 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.