Top AI Infrastructure Stocks For 2026 Industrial Super-Cycle
The industrial sector is becoming a proxy for high-growth AI infrastructure as the calendar switches over to 2026.
Fiscal Year: January - December
Eaton Corporation plc (ETN), listed on the NYSE, has a market capitalization of $. As of Jan 05, 2026, the stock is trading at $327.31 per share, offering investors a clear view of its current market value. Eaton Corporation plc is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 32.76, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Eaton Corporation plc also offers a dividend yield of 1.27%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Eaton Corporation plc (ETN) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Eaton Corporation plc is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Eaton Corporation plc, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Eaton Corporation plc is 38.27, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Eaton Corporation plc (ETN) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Eaton Corporation plc (ETN) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Eaton Corporation plc (ETN) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Eaton Corporation plc. To access the full SS Score, consider upgrading your subscription.
Eaton Corporation plc is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 32.76. Investors should compare these metrics with industry peers to gauge whether Eaton Corporation plc is outperforming or underperforming within its sector.
The industrial sector is becoming a proxy for high-growth AI infrastructure as the calendar switches over to 2026.
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DUBLIN--(BUSINESS WIRE)--Intelligent power management company Eaton (NYSE:ETN) today announced that Olivier Leonetti, executive vice president and chief financial officer, will be leaving Eaton on Apr...
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Eaton is spending $9.5 billion to acquire Boyd Thermal, as the company takes aim at the fast-growing data-center-construction business.
DUBLIN--(BUSINESS WIRE)--Intelligent power management company Eaton (NYSE:ETN) today announced it has signed an agreement to acquire the Boyd Thermal business of Boyd Corporation from Goldman Sachs As...
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DUBLIN--(BUSINESS WIRE)--The Board of Directors of intelligent power management company Eaton (NYSE:ETN) today declared a quarterly dividend of $1.04 per ordinary share. The dividend is payable Novemb...
DUBLIN--(BUSINESS WIRE)--Intelligent power management company Eaton (NYSE:ETN) will announce third quarter 2025 earnings on Tuesday, November 4, 2025, before the opening of the New York Stock Exchange...
LONDON--(BUSINESS WIRE)--Intelligent power management company Eaton announced the long-term extension of its exclusive global distribution agreement with Satair. This agreement, signed today at MRO Eu...
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CLEVELAND--(BUSINESS WIRE)--Intelligent power management company Eaton today announced the delivery of a new reference architecture designed to accelerate the adoption of 800 VDC power in artificial i...
CLEVELAND--(BUSINESS WIRE)--Intelligent power management company Eaton (NYSE: ETN) announced today its smart factory in Changzhou, China, has been recognized as a Lighthouse by the World Economic Foru...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2025 | 3.95B | 12.26% | Est @12.3% |
| 2026 | 4.38B | 10.92% | Analyst x11 |
| 2027 | 5.10B | 16.34% | Analyst x7 |
| 2028 | 6.25B | 22.57% | Analyst x2 |
| 2029 | 5.49B | -12.09% | Analyst x1 |
| 2030 | 7.01B | 27.58% | Analyst x1 |
| 2031 | 7.37B | 5.12% | Est @5.1% |
| 2032 | 7.68B | 4.31% | Est @4.3% |
| 2033 | 7.97B | 3.75% | Est @3.8% |
| 2034 | 8.22B | 3.14% | Est @3.1% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2023A | 2.87B | 1.00 | 2.87B |
| 2024A | 3.52B | 1.00 | 3.52B |
| 2025E | 3.95B | 1.09 | 3.63B |
| 2026E | 4.38B | 1.18 | 3.71B |
| 2027E | 5.10B | 1.28 | 3.97B |
| 2028E | 6.25B | 1.40 | 4.47B |
| 2029E | 5.49B | 1.52 | 3.62B |
| 2030E | 7.01B | 1.65 | 4.24B |
| 2031E | 7.37B | 1.79 | 4.10B |
| 2032E | 7.68B | 1.95 | 3.94B |
| 2033E | 7.97B | 2.12 | 3.76B |
| 2034E | 8.22B | 2.31 | 3.57B |
| Terminal | 135.62B | 2.31 | 58.81B |
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