Smith AO Corporation (AOS)vsParker-Hannifin Corporation (PH)
AOS
Smith AO Corporation
$66.90
+2.22%
INDUSTRIALS · Cap: $9.25B
PH
Parker-Hannifin Corporation
$921.56
-0.33%
INDUSTRIALS · Cap: $116.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Parker-Hannifin Corporation generates 434% more annual revenue ($20.46B vs $3.83B). PH leads profitability with a 17.3% profit margin vs 14.3%. AOS appears more attractively valued with a PEG of 1.36. AOS earns a higher WallStSmart Score of 63/100 (C+).
AOS
Buy63
out of 100
Grade: C+
PH
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.2%
Fair Value
$143.84
Current Price
$66.90
$76.94 discount
Margin of Safety
-435.1%
Fair Value
$186.12
Current Price
$921.56
$735.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 29 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Strong operational efficiency at 21.7%
Areas to Watch
0.0% revenue growth
Premium valuation, high expectations priced in
Trading at 8.1x book value
Expensive relative to growth rate
Earnings declined 9.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : AOS
The strongest argument for AOS centers on Return on Equity, Debt/Equity, P/E Ratio. PEG of 1.36 suggests the stock is reasonably priced for its growth.
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 : AOS
The primary concerns for AOS are Revenue Growth.
Bear Case : PH
The primary concerns for PH are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
AOS profiles as a value stock while PH is a mature play — different risk/reward profiles.
AOS carries more volatility with a beta of 1.30 — 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
AOS scores higher overall (63/100 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.
Smith AO Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
A. O. Smith Corporation is an American manufacturer of both residential and commercial water heaters and boilers and the largest manufacturer and marketer of water heaters in North America. It also supplies water treatment products in the Asian market.
Visit Website →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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