ETN · Eaton Corporation plc
Power-management supplier wired into the data-center and grid buildout
Risiko 5/10 · MODERATE RISK · AI-capex electrical play · $410.85 ▲ 3.46%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $410.85
- Market cap $159.6B
- P/E (ttm) 41.84
- Div yield 1.07%
- 52-wk range $311.92 – $478.00
- Index rank #80 / —
Wichtigste Risiken
- AI data-center capex cycle turns and orders air-pocket (Shareholders) — HIGH
- Growth multiple leaves no cushion for a single miss (Shareholders) — MED
- Competitors crowd into data-center power (Shareholders) — LOW
- Short-cycle industrial weakness offsets the electrical boom (Shareholders) — LOW
Fazit
A real winner of electrification, already priced as one — returns from here depend on the capex boom outlasting the multiple.
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