WallStSmart

Parker-Hannifin Corporation (PH)vsRBC Bearings Incorporated (RBC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 1043% more annual revenue ($20.46B vs $1.79B). PH leads profitability with a 17.3% profit margin vs 15.0%. RBC appears more attractively valued with a PEG of 1.40. RBC earns a higher WallStSmart Score of 58/100 (C).

PH

Buy

54

out of 100

Grade: C-

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

RBC

Buy

58

out of 100

Grade: C

Growth: 8.7Profit: 7.0Value: 4.3Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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%

RBC2 strengths · Avg: 8.0/10
Operating MarginProfitability
22.4%8/10

Strong operational efficiency at 22.4%

Revenue GrowthGrowth
17.0%8/10

17.0% revenue growth

Areas to Watch

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%

RBC1 concerns · Avg: 2.0/10
P/E RatioValuation
68.5x2/10

Premium valuation, high expectations priced in

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 : RBC

The strongest argument for RBC centers on Operating Margin, Revenue Growth. Revenue growth of 17.0% demonstrates continued momentum. PEG of 1.40 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 : RBC

The primary concerns for RBC are P/E Ratio. A P/E of 68.5x leaves little room for execution misses.

Key Dynamics to Monitor

PH profiles as a mature stock while RBC is a growth play — different risk/reward profiles.

RBC carries more volatility with a beta of 1.49 — expect wider price swings.

RBC is growing revenue faster at 17.0% — sustainability is the question.

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

Bottom Line

RBC scores higher overall (58/100 vs 54/100) and 17.0% revenue growth. 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.

RBC Bearings Incorporated

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.

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