Compare Stocks › ETN vs NOW
Eaton Corporation plc (ETN) vs ServiceNow, Inc. (NOW)
ETN
Eaton Corporation plc
$360.23
VS
NOW
ServiceNow, Inc.
$113.27
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 $9.27 of market value — management is an exceptional capital allocator.
NOW
- ★Gross margin of 77.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 27.8% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $16.65 of market value — management is an exceptional capital allocator.
Risks
ETN
- ⚠FCF yield of 2.5% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Insiders have sold $5.5M worth of stock in the past 3 months — significant insider liquidation.
NOW
- ⚠Despite buyback spending, shares outstanding increased in 3 out of 3 years — stock-based compensation is offsetting repurchases.
- ⚠PEG ratio of 19.95 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
Key Valuation Metrics
Learn more →ETN
NOW
Valuation
$3.55B
Free Cash Flow
$4.95B
2.54%
FCF Yield
4.14%
34.47
Trailing P/E
67.83
23.07
Forward P/E
22.56
Quality & Moat
14.36%
ROIC
11.27%
20.99%
ROE
13.48%
37.77%
Gross Margin
77.53%
1.82
PEG Ratio
19.95
Balance Sheet Safety
0.55
Debt / Equity
0.19
N/A
Interest Coverage
N/A
1.57
Net Debt / EBITDA
-1.42
1.22%
Dividend Yield
N/A
ETN: 4Ties: 2NOW: 5
ETNNOW
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.
NOW
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
NOW
$16.65
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.90B
Δ Market Cap
+$81.66B
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
1.1% Overvalued
Price is 1.1% above estimated fair value
Current Price: $360.23
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $356.35
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
NOW
45.8% Overvalued
Price is 45.8% above estimated fair value
Current Price: $113.27
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $77.67
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 $360?
+15.9%
Market-Implied Owner Earnings Growth
Standard FCF implies +17.9%
The market implies +15.9% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +17.9%, reflecting ongoing growth investment.
NOW
What growth rate is the market pricing in at $113?
+24.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +9.8%
The market implies +24.1% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +9.8%, reflecting heavy growth investment expected to generate future returns.
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.
NOW
61/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 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.
NOW
-2.87
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.
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 85.6%Retail & Other 14.4%
No. of Institutional Holders3,155
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.
NOW
Insiders 0.2%Institutions 90.0%Retail & Other 9.8%
No. of Institutional Holders3,199
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
NOW
1
Buys (3M)
1
Buys (12M)
Total value (12M): $3.00M
MCDERMOTT WILLIAM R
Chief Executive Officer
$3.00M
@ $104.60 · 2026-02-27
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
NOW
4
Sells (3M)
48
Sells (12M)
Total value (12M): $27.80M
FIPPS PAUL
Officer
$376,142
@ $101.77 · 2026-02-23
FIPPS PAUL
Officer
$1.02M
@ $105.93 · 2026-02-18
MCBRIDE KEVIN THOMAS
Officer
$147,994
@ $105.71 · 2026-02-13
CHAMBERLAIN PAUL EDWARD
Director
$151,755
@ $101.17 · 2026-02-12
MASTANTUONO GINA
President
$352,750
@ $850.00 · 2025-12-05
MASTANTUONO GINA
President
$336,936
@ $808.00 · 2025-11-28
JACKSON LAWRENCE
Director
$214,708
@ $810.22 · 2025-11-28
CHAMBERLAIN PAUL EDWARD
Director
$242,400
@ $808.00 · 2025-11-28
CANNEY JACQUELINE P
Officer
$200,549
@ $839.12 · 2025-11-18
FIPPS PAUL
Officer
$249,353
@ $817.55 · 2025-11-18
TZITZON NICHOLAS
Officer
$431,736
@ $827.08 · 2025-11-18
ELMER RUSSELL S.
General Counsel
$160,155
@ $838.51 · 2025-11-18
MCBRIDE KEVIN THOMAS
Officer
$235,894
@ $842.48 · 2025-11-14
CANNEY JACQUELINE P
Officer
$56,257
@ $852.38 · 2025-11-13
ELMER RUSSELL S.
General Counsel
$52,848
@ $852.39 · 2025-11-13
CANNEY JACQUELINE P
Officer
$222,012
@ $863.86 · 2025-11-10
ELMER RUSSELL S.
General Counsel
$164,997
@ $863.86 · 2025-11-10
SANDS ANITA M
Director
$1.00M
@ $915.11 · 2025-08-29
MCDERMOTT WILLIAM R
Chief Executive Officer
$5.34M
@ $916.63 · 2025-08-28
FIPPS PAUL
Officer
$1.30M
@ $895.32 · 2025-08-20
ELMER RUSSELL S.
General Counsel
$1.50M
@ $884.26 · 2025-08-20
MCDERMOTT WILLIAM R
Chief Executive Officer
$1.43M
@ $900.00 · 2025-08-19
CANNEY JACQUELINE P
Officer
$1.35M
@ $866.45 · 2025-08-18
MASTANTUONO GINA
President
$1.53M
@ $866.45 · 2025-08-18
TZITZON NICHOLAS
Officer
$1.49M
@ $866.45 · 2025-08-18
MCBRIDE KEVIN THOMAS
Officer
$238,496
@ $851.77 · 2025-08-15
CHAMBERLAIN PAUL EDWARD
Director
$258,000
@ $860.00 · 2025-08-14
CANNEY JACQUELINE P
Officer
$57,658
@ $860.57 · 2025-08-13
MASTANTUONO GINA
President
$72,288
@ $860.57 · 2025-08-13
CANNEY JACQUELINE P
Officer
$225,746
@ $878.39 · 2025-08-08
MASTANTUONO GINA
President
$256,490
@ $878.39 · 2025-08-08
JACKSON LAWRENCE
Director
$749,805
@ $990.50 · 2025-07-29
CANNEY JACQUELINE P
Officer
$341,631
@ $965.06 · 2025-07-16
SANDS ANITA M
Director
$250,950
@ $1050.00 · 2025-07-03
MCBRIDE KEVIN THOMAS
Officer
$283,310
@ $1011.82 · 2025-06-03
SANDS ANITA M
Director
$250,267
@ $1009.14 · 2025-06-02
CANNEY JACQUELINE P
Officer
$147,900
@ $1020.00 · 2025-05-30
TZITZON NICHOLAS
Officer
$1.19M
@ $1020.00 · 2025-05-30
MCDERMOTT WILLIAM R
Chief Executive Officer
$2.07M
@ $1012.01 · 2025-05-30
SANDS ANITA M
Director
$433,825
@ $1013.61 · 2025-05-27
BRIGGS TERESA
Director
$216,913
@ $1013.61 · 2025-05-27
LUDDY FREDERIC B
Director
$428,000
@ $1000.00 · 2025-05-23
MASTANTUONO GINA
President
$121,570
@ $1030.25 · 2025-05-19
CANNEY JACQUELINE P
Officer
$96,844
@ $1030.26 · 2025-05-19
ELMER RUSSELL S.
General Counsel
$83,450
@ $1030.25 · 2025-05-19
CHAMBERLAIN PAUL EDWARD
Director
$310,326
@ $1034.42 · 2025-05-15
MASTANTUONO GINA
President
$85,932
@ $1023.00 · 2025-05-13
CANNEY JACQUELINE P
Officer
$67,518
@ $1023.00 · 2025-05-13
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
😐Neutral(53/100)
"Market is pricing this stock without strong emotion in either direction"
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.
NOW
😨Fear(38/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
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: Neutral (53)
NOW
⚪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: Fear (38)