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Held by 2,398 of 5,944 reporting institutions (100th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $424.77 today, the market must believe free cash flow compounds 20.9%/yr for a decade (off $3.3B normalized FCF).
The market's 20.9% is more optimistic than its 9-yr track record.
2-stage DCF · 0.39B shares · net debt $9.3B
mean 9.2% · volatility σ 26% · implied rate exceeded in 4/9 yrs
Central path = implied 20.9%/yr growth; shaded band = ±1σ (26%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Ranked against 651 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $29.37T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $376.4B | 43.0× | 30.0× | 5.6× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $329.6B | 38.6× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $260.4B | 39.1× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $200.6B | 79.9× | 40.4× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.0B | 37.0× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $179.9B | 48.6× | 32.1× | 5.6× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $165.7B | 23.3× | 15.9× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $164.8B | 40.6× | — | 6.0× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $122.1B | 24.8× | 16.0× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $121.1B | 34.8× | 27.3× | 6.1× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $107.9B | 24.8× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| TT | $95.7B | 33.1× | 23.6× | 4.5× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| GD | $95.5B | 22.9× | 16.8× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| VRT | $95.4B | 73.1× | 45.2× | 9.3× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $95.2B | 93.6× | 47.2× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $93.4B | 28.5× | — | 4.0× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $92.2B | 61.9× | 40.6× | 11.2× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| MMM | $88.0B | 27.6× | 16.9× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| CSX | $87.6B | 30.6× | 14.1× | 6.2× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| WM | $85.1B | 31.5× | 11.9× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| EMR | $84.4B | 37.1× | — | 4.7× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| UPS | $84.1B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| CTAS | $79.6B | 44.9× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
Peers = companies sharing ETN's sector (Industrials) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 46% of free cash flow, leaving room to grow it and fund buybacks. Last year: $1.6B dividends + $1.9B buybacks = $3.5B returned on $3.6B FCF.
9 consecutive years of dividend increases · 7%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: 14%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $622M covers the $248M due within a year 2.5× over. Scheduled principal only (excludes interest & revolver draws). As of 2019-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~2.4% on $9.9B of debt.
Cash of $622M fully covers short-term debt of $1M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-18
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 100th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 67.2 | 67.0 | 69.5 | 67.7 | 66.8 | 63.6 | 61.8 | 62.4 |
| R&D | 2.7 | 2.8 | 3.1 | 3.1 | 3.2 | 3.3 | 3.2 | 2.9 |
| SG&A | 16.4 | 16.8 | 17.2 | 16.6 | 15.6 | 16.4 | 16.4 | 15.7 |
| Operating Income | 16.8 | 17.2 | — | — | — | — | — | — |
| Income Tax | 1.3 | 1.8 | 1.9 | 3.8 | 2.1 | 2.6 | 3.1 | 3.1 |
| Net Income | 9.9 | 10.3 | 7.9 | 10.9 | 11.9 | 13.9 | 15.3 | 14.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ETN: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-18
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $27.45B 100.0% | $24.88B 100.0% | $23.20B 100.0% | $20.75B 100.0% | $19.63B 100.0% | $17.86B 100.0% | $21.39B 100.0% | $21.61B 100.0% | $20.40B 100.0% | $0 |
| Cost of Revenue | $17.13B 62.4% | $15.38B 61.8% | $14.76B 63.6% | $13.87B 66.8% | $13.29B 67.7% | $12.41B 69.5% | $14.34B 67.0% | $14.51B 67.2% | $13.76B 67.4% | $13.40B |
| Research & Development | $797.0M 2.9% | $794.0M 3.2% | $754.0M 3.3% | $665.0M 3.2% | $616.0M 3.1% | $551.0M 3.1% | $606.0M 2.8% | $584.0M 2.7% | $584.0M 2.9% | $587.0M |
| Selling, General & Admin | $4.31B 15.7% | $4.08B 16.4% | $3.79B 16.4% | $3.23B 15.6% | $3.26B 16.6% | $3.08B 17.2% | $3.58B 16.8% | $3.55B 16.4% | $3.53B 17.3% | $3.46B |
| Operating Income | — | — | — | — | — | — | $3.67B 17.2% | $3.63B 16.8% | $3.21B 15.8% | $2.96B |
| Interest Expense | $241.0M 0.9% | $130.0M 0.5% | $151.0M 0.7% | — | $144.0M 0.7% | $149.0M 0.8% | $199.0M 0.9% | — | — | — |
| Other Income (Expense), net | -$37.0M -0.1% | $64.0M 0.3% | $93.0M 0.4% | $36.0M 0.2% | -$40.0M -0.2% | -$150.0M -0.8% | -$73.0M -0.3% | -$9.0M -0.0% | -$1.0M -0.0% | $51.0M |
| Pretax Income | $4.93B 18.0% | $4.57B 18.4% | $3.83B 16.5% | $2.91B 14.0% | $2.90B 14.8% | $1.75B 9.8% | $2.59B 12.1% | $2.42B 11.2% | $3.37B 16.5% | $2.12B |
| Income Tax Expense | $841.0M 3.1% | $768.0M 3.1% | $604.0M 2.6% | $445.0M 2.1% | $750.0M 3.8% | $331.0M 1.9% | $378.0M 1.8% | $278.0M 1.3% | $382.0M 1.9% | $199.0M |
| Net Income | $4.09B 14.9% | $3.79B 15.3% | $3.22B 13.9% | $2.46B 11.9% | $2.14B 10.9% | $1.41B 7.9% | $2.21B 10.3% | $2.15B 9.9% | $2.99B 14.6% | $1.92B |
| Per Share | ||||||||||
| EPS (Basic) | $10.48 | $9.54 | $8.06 | $6.17 | $5.38 | $3.51 | $5.28 | $4.93 | $6.71 | $4.21 |
| EPS (Diluted) | $10.45 | $9.50 | $8.02 | $6.14 | $5.34 | $3.49 | $5.25 | $4.91 | $6.68 | $4.20 |
| Weighted Avg Shares (Basic) | 389.9M | 397.6M | 399.1M | 398.7M | 398.7M | 402.2M | 419.0M | 434.3M | 444.5M | 455.0M |
| Weighted Avg Shares (Diluted) | 391.2M | 399.4M | 401.1M | 400.8M | 401.6M | 404.0M | 420.8M | 436.9M | 447.0M | 456.5M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position