WallStSmart

Parker-Hannifin Corporation (PH)vsPark Ohio Holdings Corp (PKOH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 1180% more annual revenue ($20.46B vs $1.60B). PH leads profitability with a 17.3% profit margin vs 1.5%. PKOH appears more attractively valued with a PEG of 1.09. PKOH earns a higher WallStSmart Score of 62/100 (C+).

PH

Buy

54

out of 100

Grade: C-

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

PKOH

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 5.0Value: 10.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PHSignificantly Overvalued (-435.1%)

Margin of Safety

-435.1%

Fair Value

$186.12

Current Price

$921.56

$735.44 premium

UndervaluedFair: $186.12Overvalued
PKOHUndervalued (+67.0%)

Margin of Safety

+67.0%

Fair Value

$82.84

Current Price

$24.39

$58.45 discount

UndervaluedFair: $82.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PH3 strengths · Avg: 8.7/10
Market CapQuality
$116.70B9/10

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%

PKOH3 strengths · Avg: 8.7/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
40.0%8/10

Earnings expanding 40.0% YoY

Areas to Watch

PH4 concerns · Avg: 3.0/10
P/E RatioValuation
33.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.1x4/10

Trading at 8.1x book value

PEG RatioValuation
3.632/10

Expensive relative to growth rate

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

PKOH4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

Market CapQuality
$351.32M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.8%3/10

ROE of 5.8% — below average capital efficiency

Profit MarginProfitability
1.5%3/10

1.5% margin — thin

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : PKOH

The strongest argument for PKOH centers on Price/Book, P/E Ratio, EPS Growth. PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bear Case : PH

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

Bear Case : PKOH

The primary concerns for PKOH are Revenue Growth, Market Cap, Return on Equity. Thin 1.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

PH carries more volatility with a beta of 1.22 — expect wider price swings.

PH is growing revenue faster at 9.1% — sustainability is the question.

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

Bottom Line

PKOH scores higher overall (62/100 vs 54/100). Both earn "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.

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.

Park Ohio Holdings Corp

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Park-Ohio Holdings Corp. The company is headquartered in Cleveland, Ohio.

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