WallStSmart

Carrier Global Corp (CARR)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 6% more annual revenue ($21.75B vs $20.46B). PH leads profitability with a 17.3% profit margin vs 6.8%. CARR appears more attractively valued with a PEG of 1.46. PH earns a higher WallStSmart Score of 54/100 (C-).

CARR

Hold

45

out of 100

Grade: D

Growth: 3.3Profit: 5.0Value: 4.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.62

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

CARROvervalued (-14.0%)

Margin of Safety

-14.0%

Fair Value

$58.82

Current Price

$61.74

$2.92 premium

UndervaluedFair: $58.82Overvalued

Intrinsic value data unavailable for PH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CARR1 strengths · Avg: 9.0/10
Market CapQuality
$50.94B9/10

Large-cap with strong market position

PH3 strengths · Avg: 8.7/10
Market CapQuality
$122.99B9/10

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

CARR4 concerns · Avg: 3.5/10
P/E RatioValuation
36.1x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.624/10

Distress zone — elevated risk

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

PH4 concerns · Avg: 3.0/10
P/E RatioValuation
35.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.4x4/10

Trading at 8.4x book value

PEG RatioValuation
3.962/10

Expensive relative to growth rate

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : CARR

The strongest argument for CARR centers on Market Cap. PEG of 1.46 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 : CARR

The primary concerns for CARR are P/E Ratio, Altman Z-Score, Profit Margin.

Bear Case : PH

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

Key Dynamics to Monitor

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

CARR carries more volatility with a beta of 1.32 — expect wider price swings.

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

CARR generates stronger free cash flow (882M), providing more financial flexibility.

Bottom Line

PH scores higher overall (54/100 vs 45/100), backed by strong 17.3% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Carrier Global Corp

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.

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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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