Smith AO Corporation (AOS)vsParker-Hannifin Corporation (PH)
AOS
Smith AO Corporation
$57.20
+0.33%
INDUSTRIALS · Cap: $8.14B
PH
Parker-Hannifin Corporation
$882.34
+1.16%
INDUSTRIALS · Cap: $105.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Parker-Hannifin Corporation generates 451% more annual revenue ($20.99B vs $3.81B). PH leads profitability with a 16.6% profit margin vs 13.8%. AOS appears more attractively valued with a PEG of 1.55. PH earns a higher WallStSmart Score of 55/100 (C-).
AOS
Buy53
out of 100
Grade: C-
PH
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.8%
Fair Value
$78.07
Current Price
$57.20
$20.87 premium
Intrinsic value data unavailable for PH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.5%
Areas to Watch
Expensive relative to growth rate
Revenue declined 1.9%
Earnings declined 10.5%
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 4.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : AOS
The strongest argument for AOS centers on Altman Z-Score, Return on Equity, P/E Ratio.
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 : AOS
The primary concerns for AOS are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : PH
The primary concerns for PH are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
AOS profiles as a declining 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 53/100), backed by strong 16.6% margins and 10.6% 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.
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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