Compare Stocks › ETN vs MS
Eaton Corporation plc (ETN) vs Morgan Stanley (MS)
ETN
Eaton Corporation plc
$422.44
VS
MS
Morgan Stanley
$188.01
Rewards
ETN
- ★Eaton Corporation plc scores 87/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
- ★Free cash flow has grown at a 22.5% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $2.74 of earning power — management is an exceptional capital allocator.
MS
- ★Gross margin of 87.4% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Morgan Stanley scores 80/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
- ★Each dollar of retained earnings has created $3.11 of earning power — management is an exceptional capital allocator.
Risks
ETN
- ⚠FCF yield of 2.2% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Trailing P/E of 40.3x is 34% above the historical average of 30.1x — the stock trades at a premium to its own history.
- ⚠PEG ratio of 2.13 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
MS
- ⚠High leverage (4.56x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
- ⚠Altman Z-Score of 0.29 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠Insiders have sold $17.7M worth of stock in the past 3 months — significant insider liquidation.
Key Valuation Metrics
Learn more →ETN
MS
Valuation
$3.55B
Free Cash Flow
N/A
2.17%
FCF Yield
N/A
40.35
Trailing P/E
17.01
27.28
Forward P/E
14.85
Quality & Moat
14.36%
ROIC
3.75%
20.99%
ROE
14.42%
37.77%
Gross Margin
87.39%
2.13
PEG Ratio
0.53
Balance Sheet Safety
0.55
Debt / Equity
4.56
N/A
Interest Coverage
N/A
1.57
Net Debt / EBITDA
N/A
1.03%
Dividend Yield
2.10%
ETN: 3Ties: 1MS: 5
ETNMS
Historical Fundamentals
Learn more →ETN
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
MS
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →ETN
$9.27
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$6.59B
Δ Market Cap
+$61.12B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
MS
$6.65
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$20.84B
Δ Market Cap
+$138.59B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →ETN
21.2% Overvalued
Price is 21.2% above estimated fair value
Current Price: $422.44
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $348.50
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
MS
31.8% Margin of Safety
Price is 31.8% below estimated fair value
Current Price: $188.01
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $275.48
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →ETN
What growth rate is the market pricing in at $422?
+18.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +19.9%
The market implies +18.0% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +19.9%, reflecting ongoing growth investment.
MS
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →ETN
87/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
MS
80/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by revenue predictability. Margin Stability is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →ETN
-2.36
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
MS
-2.09
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →ETN
Insiders 0.1%Institutions 83.7%Retail & Other 16.2%
No. of Institutional Holders3,180
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
MS
Insiders 24.3%Institutions 63.0%Retail & Other 12.8%
No. of Institutional Holders3,167
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →ETN
0
Buys (3M)
3
Buys (12M)
Total value (12M): $142,512
JOHNSON GERALD
Director
$67,978
@ $339.89 · 2025-11-18
JOHNSON GERALD
Director
$38,434
@ $384.34 · 2025-10-31
JOHNSON GERALD
Director
$36,100
@ $361.00 · 2025-08-11
THOMPSON DOROTHY C.
Director
$662,162
@ $300.30 · 2024-09-03
TERRELL KARENANN K
Director
$149,485
@ $298.97 · 2024-08-21
Open market purchases · includes direct & indirect ownership · excludes option exercises
MS
0
Buys (3M)
1
Buys (12M)
Total value (12M): $5,630
PETERSON DOUGLAS L
Director
$5,630
@ $156.39 · 2025-10-17
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →ETN
2
Sells (3M)
10
Sells (12M)
Total value (12M): $69.30M
YELTON MICHAEL
Officer
$1.31M
@ $374.15 · 2026-03-02
RUIZ STERNADT PAULO
Officer and Director
$4.18M
@ $390.26 · 2026-02-12
LEONETTI OLIVIER C
Officer
$5.74M
@ $358.39 · 2025-08-07
THOMPSON DOROTHY C.
Director
$45,809
@ $327.21 · 2025-05-20
MONESMITH HEATH B
Officer
$3.01M
@ $330.89 · 2025-05-14
ARNOLD CRAIG
Officer and Director
$33.40M
@ $322.75 · 2025-05-12
ARNOLD CRAIG
Officer and Director
$15.59M
@ $305.43 · 2025-05-08
MARSHALL ERNEST W JR
Officer
$5.00M
@ $300.05 · 2025-05-07
YELTON MICHAEL
Officer
$629,364
@ $296.87 · 2025-05-06
DENK PETER
Officer
$392,988
@ $298.85 · 2025-05-06
PAGE GREGORY R
Director
$3.56M
@ $355.98 · 2024-12-13
MONESMITH HEATH B
Officer
$2.90M
@ $359.93 · 2024-12-09
SZMAGALA TARAS G JR.
Officer
$498,964
@ $375.73 · 2024-11-29
MARSHALL ERNEST W JR
Officer
$534,556
@ $378.58 · 2024-11-25
SZMAGALA TARAS G JR.
Officer
$490,528
@ $360.68 · 2024-11-07
ARNOLD CRAIG
Officer and Director
$22.22M
@ $360.97 · 2024-11-06
PAGE GREGORY R
Director
$1.34M
@ $335.30 · 2024-11-01
THOMPSON DOROTHY C.
Director
$661,809
@ $300.14 · 2024-09-03
YELTON MICHAEL
Officer
$950,584
@ $303.12 · 2024-08-29
MONESMITH HEATH B
Officer
$14.76M
@ $301.02 · 2024-08-15
THOMPSON DOROTHY C.
Director
$82,510
@ $289.51 · 2024-08-13
SZMAGALA TARAS G JR.
Officer
$96,721
@ $288.72 · 2024-08-12
MONESMITH HEATH B
Officer
$5.41M
@ $334.64 · 2024-05-16
DENK PETER
Officer
$801,735
@ $331.84 · 2024-05-08
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
MS
4
Sells (3M)
17
Sells (12M)
Total value (12M): $74.11M
GROSSMAN ERIC F
Officer
$2.12M
@ $190.75 · 2026-04-20
SIMKOWITZ DANIEL A
President
$2.78M
@ $189.24 · 2026-04-17
CRAWLEY MANDELL L.
Officer
$3.04M
@ $188.22 · 2026-04-16
SAPERSTEIN ANDREW MICHAEL
President
$9.74M
@ $188.59 · 2026-04-16
SIMKOWITZ DANIEL A
President
$6.02M
@ $182.61 · 2026-01-30
CRAWLEY MANDELL L.
Officer
$1.44M
@ $183.45 · 2026-01-20
YESHAYA SHARON
Chief Financial Officer
$2.94M
@ $185.77 · 2026-01-20
SMITH CHARLES AUBREY III
Officer
$1.55M
@ $182.08 · 2026-01-20
PIZZI MICHAEL A
Officer
$3.69M
@ $184.55 · 2026-01-20
SAPERSTEIN ANDREW MICHAEL
President
$5.57M
@ $183.62 · 2026-01-20
GROSSMAN ERIC F
Officer
$3.97M
@ $184.00 · 2026-01-20
PICK EDWARD N.
Chief Executive Officer
$16.43M
@ $164.34 · 2025-10-31
SMITH CHARLES AUBREY III
Officer
$2.81M
@ $140.30 · 2025-07-17
PIZZI MICHAEL A
Officer
$2.53M
@ $140.62 · 2025-07-17
GROSSMAN ERIC F
Officer
$1.69M
@ $141.12 · 2025-07-17
SIMKOWITZ DANIEL A
President
$4.09M
@ $141.13 · 2025-07-17
SIMKOWITZ DANIEL A
President
$3.70M
@ $127.37 · 2025-05-12
SAPERSTEIN ANDREW MICHAEL
President
$4.80M
@ $120.00 · 2025-05-02
HERZ ROBERT H
Director
$95,459
@ $119.32 · 2025-05-02
GROSSMAN ERIC F
Officer
$1.12M
@ $111.65 · 2025-04-15
CRAWLEY MANDELL L.
Officer
$1.15M
@ $138.06 · 2025-01-22
PIZZI MICHAEL A
Officer
$2.52M
@ $136.92 · 2025-01-21
SAPERSTEIN ANDREW MICHAEL
President
$4.20M
@ $136.43 · 2025-01-21
GROSSMAN ERIC F
Officer
$1.78M
@ $136.20 · 2025-01-21
SIMKOWITZ DANIEL A
President
$5.00M
@ $136.61 · 2025-01-21
AKRAM RAJA
Chief Financial Officer
$2.38M
@ $136.01 · 2025-01-21
CRAWLEY MANDELL L.
Officer
$368,375
@ $105.25 · 2024-07-26
AKRAM RAJA
Officer
$797,764
@ $106.37 · 2024-07-18
HERZ ROBERT H
Director
$106,621
@ $106.62 · 2024-07-17
SIMKOWITZ DANIEL A
President
$4.26M
@ $106.54 · 2024-07-17
CRAWLEY MANDELL L.
Officer
$692,663
@ $99.61 · 2024-05-14
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →ETN
😏Greed(66/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
MS
😏Greed(69/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →ETN
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (66)
MS
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (69)