WallStSmart

Mueller Industries Inc (MLI)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 368% more annual revenue ($20.46B vs $4.37B). MLI leads profitability with a 19.4% profit margin vs 17.3%. MLI appears more attractively valued with a PEG of 3.41. MLI earns a higher WallStSmart Score of 71/100 (B).

MLI

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 4.0Quality: 7.8
Piotroski: 5/9

PH

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 3.7Quality: 5.8
Piotroski: 5/9Altman Z: 2.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MLISignificantly Overvalued (-53.1%)

Margin of Safety

-53.1%

Fair Value

$78.76

Current Price

$132.87

$54.11 premium

UndervaluedFair: $78.76Overvalued

Intrinsic value data unavailable for PH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MLI6 strengths · Avg: 8.8/10
EPS GrowthGrowth
55.4%10/10

Earnings expanding 55.4% YoY

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Return on EquityProfitability
28.3%9/10

Every $100 of equity generates 28 in profit

P/E RatioValuation
17.4x8/10

Attractively priced relative to earnings

Operating MarginProfitability
23.0%8/10

Strong operational efficiency at 23.0%

Revenue GrowthGrowth
19.3%8/10

19.3% revenue growth

PH3 strengths · Avg: 8.7/10
Market CapQuality
$119.59B9/10

Large-cap with strong market position

Return on EquityProfitability
25.8%9/10

Every $100 of equity generates 26 in profit

Operating MarginProfitability
21.7%8/10

Strong operational efficiency at 21.7%

Areas to Watch

MLI1 concerns · Avg: 2.0/10
PEG RatioValuation
3.412/10

Expensive relative to growth rate

PH4 concerns · Avg: 3.0/10
P/E RatioValuation
34.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.0x4/10

Trading at 8.0x book value

PEG RatioValuation
3.912/10

Expensive relative to growth rate

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : MLI

The strongest argument for MLI centers on EPS Growth, Debt/Equity, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 23.0%. Revenue growth of 19.3% 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 : MLI

The primary concerns for MLI are PEG Ratio.

Bear Case : PH

The primary concerns for PH are P/E Ratio, Price/Book, PEG Ratio.

Key Dynamics to Monitor

MLI profiles as a growth 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.

MLI is growing revenue faster at 19.3% — sustainability is the question.

PH generates stronger free cash flow (768M), providing more financial flexibility.

Bottom Line

MLI scores higher overall (71/100 vs 54/100), backed by strong 19.4% margins and 19.3% 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.

Mueller Industries Inc

INDUSTRIALS · METAL FABRICATION · USA

Mueller Industries, Inc. manufactures and sells copper, brass, aluminum, and plastic products in the United States, United Kingdom, Canada, South Korea, the Middle East, China, and Mexico. The company is headquartered in Collierville, Tennessee.

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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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