Commercial Metals Company (CMC)vsParker-Hannifin Corporation (PH)
CMC
Commercial Metals Company
$66.66
-3.35%
INDUSTRIALS · Cap: $7.39B
PH
Parker-Hannifin Corporation
$909.42
-4.02%
INDUSTRIALS · Cap: $119.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Parker-Hannifin Corporation generates 144% more annual revenue ($20.46B vs $8.39B). PH leads profitability with a 17.3% profit margin vs 6.0%. PH appears more attractively valued with a PEG of 3.91. CMC earns a higher WallStSmart Score of 66/100 (B-).
CMC
Strong Buy66
out of 100
Grade: B-
PH
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-51.7%
Fair Value
$54.84
Current Price
$66.66
$11.82 premium
Intrinsic value data unavailable for PH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 277.3% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 21.5% year-over-year
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Strong operational efficiency at 21.7%
Areas to Watch
6.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.0x book value
Expensive relative to growth rate
Earnings declined 9.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMC
The strongest argument for CMC centers on EPS Growth, Altman Z-Score, P/E Ratio. Revenue growth of 21.5% demonstrates continued momentum.
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 : CMC
The primary concerns for CMC are Profit Margin, Piotroski F-Score, PEG Ratio.
Bear Case : PH
The primary concerns for PH are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
CMC profiles as a growth stock while PH is a mature play — different risk/reward profiles.
CMC carries more volatility with a beta of 1.47 — expect wider price swings.
CMC is growing revenue faster at 21.5% — sustainability is the question.
PH generates stronger free cash flow (768M), providing more financial flexibility.
Bottom Line
CMC scores higher overall (66/100 vs 54/100) and 21.5% revenue growth. Both earn "Strong 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.
Commercial Metals Company
INDUSTRIALS · METAL FABRICATION · USA
Commercial Metals Company manufactures, recycles, and manufactures steel and metal products and related materials and services in the United States, Poland, China, Germany, and internationally. The company is headquartered in Irving, Texas.
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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