Hayward Holdings Inc (HAYW)vsParker-Hannifin Corporation (PH)
HAYW
Hayward Holdings Inc
$14.90
-5.70%
INDUSTRIALS · Cap: $3.24B
PH
Parker-Hannifin Corporation
$909.42
-4.02%
INDUSTRIALS · Cap: $119.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Parker-Hannifin Corporation generates 1681% more annual revenue ($20.46B vs $1.15B). PH leads profitability with a 17.3% profit margin vs 14.0%. HAYW appears more attractively valued with a PEG of 1.68. HAYW earns a higher WallStSmart Score of 67/100 (B-).
HAYW
Strong Buy67
out of 100
Grade: B-
PH
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.7%
Fair Value
$12.93
Current Price
$14.90
$1.97 premium
Intrinsic value data unavailable for PH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 79.1% YoY
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Strong operational efficiency at 21.7%
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 8.0x book value
Expensive relative to growth rate
Earnings declined 9.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : HAYW
The strongest argument for HAYW centers on EPS Growth, Price/Book. Revenue growth of 11.5% demonstrates continued momentum.
Bull Case : PH
The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.3% and operating margin at 21.7%.
Bear Case : HAYW
The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.
Bear Case : PH
The primary concerns for PH are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
HAYW profiles as a value stock while PH is a mature play — different risk/reward profiles.
PH carries more volatility with a beta of 1.25 — expect wider price swings.
HAYW is growing revenue faster at 11.5% — sustainability is the question.
PH generates stronger free cash flow (768M), providing more financial flexibility.
Bottom Line
HAYW scores higher overall (67/100 vs 54/100) and 11.5% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Hayward Holdings Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.
Parker-Hannifin Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.
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