EATON CORPORATION plc vs LAM RESEARCH CORPORATION, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ETN and LRCX diverge most: on p/b, ETN reads 8.02 and LRCX reads 41.60; on return on assets, ETN reads 7.2% and LRCX reads 32.3%. The rest of the comparable metrics sit closer together. What ETN's price implies is a demanding bet versus history and the cohort (whole-company basis). What LRCX's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ETN | LRCX |
|---|---|---|
| Price | $407.11 | $350.21 |
| Market cap | $158.4B | $440.3B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Growth | Mature |
| P/E | 39.8 | 66.2 |
| P/B | 8.02 | 41.60 |
| P/S | 5.56 | 20.31 |
| EV/EBITDA | 171.1 | 58.4 |
| Revenue growth | +12.7% | +26.8% |
| Gross margin | — | 49.8% |
| Operating margin | — | 35.0% |
| Net margin | 14.0% | 30.9% |
| Return on equity | 20.2% | 63.4% |
| Return on assets | 7.2% | 32.3% |
| Return on invested capital | — | 47.1% |
| FCF yield | 2.4% | 1.4% |
| Dividend yield | 1.0% | 0.3% |
| Debt / equity | 1.07 | 0.35 |
| Current ratio | 1.19 | 2.54 |
| Altman Z (solvency) | 6.85 | 10.00 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.