WallStSmart

Luxfer Holdings PLC (LXFR)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 5549% more annual revenue ($20.99B vs $371.50M). PH leads profitability with a 16.6% profit margin vs 1.6%. LXFR appears more attractively valued with a PEG of 2.09. PH earns a higher WallStSmart Score of 55/100 (C-).

LXFR

Hold

42

out of 100

Grade: D

Growth: 2.0Profit: 5.0Value: 4.3Quality: 7.5
Piotroski: 4/9Altman Z: 2.82

PH

Buy

55

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 3.7Quality: 6.0
Piotroski: 5/9Altman Z: 2.78

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LXFR2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

PH3 strengths · Avg: 8.7/10
Market CapQuality
$105.45B9/10

Large-cap with strong market position

Return on EquityProfitability
23.8%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
21.5%8/10

Strong operational efficiency at 21.5%

Areas to Watch

LXFR4 concerns · Avg: 3.3/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

Market CapQuality
$471.53M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.6%3/10

ROE of 2.6% — below average capital efficiency

Profit MarginProfitability
1.6%3/10

1.6% margin — thin

PH3 concerns · Avg: 2.7/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
3.232/10

Expensive relative to growth rate

EPS GrowthGrowth
-4.2%2/10

Earnings declined 4.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : LXFR

The strongest argument for LXFR centers on Debt/Equity, Price/Book.

Bull Case : PH

The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 21.5%. Revenue growth of 10.6% demonstrates continued momentum.

Bear Case : LXFR

The primary concerns for LXFR are PEG Ratio, Market Cap, Return on Equity. A P/E of 41.6x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.

Bear Case : PH

The primary concerns for PH are P/E Ratio, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

LXFR profiles as a value stock while PH is a mature play — different risk/reward profiles.

PH carries more volatility with a beta of 1.18 — expect wider price swings.

PH is growing revenue faster at 10.6% — sustainability is the question.

PH generates stronger free cash flow (881M), providing more financial flexibility.

Bottom Line

PH scores higher overall (55/100 vs 42/100), backed by strong 16.6% margins and 10.6% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Luxfer Holdings PLC

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Luxfer Holdings PLC designs, manufactures and supplies high performance high pressure gas containment materials, components and devices for defense and emergency response, healthcare, transportation and general industrial end market applications. The company is headquartered in Manchester, the United Kingdom.

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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