WallStSmart

Donaldson Company Inc (DCI)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 453% more annual revenue ($21.50B vs $3.89B). PH leads profitability with a 17.0% profit margin vs 11.7%. DCI appears more attractively valued with a PEG of 1.67. DCI earns a higher WallStSmart Score of 62/100 (C+).

DCI

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 4.0Quality: 5.8
Piotroski: 3/9

PH

Buy

60

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 3.7Quality: 6.5
Piotroski: 6/9Altman Z: 2.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DCISignificantly Overvalued (-68.1%)

Margin of Safety

-68.1%

Fair Value

$65.77

Current Price

$89.25

$23.48 premium

UndervaluedFair: $65.77Overvalued

Intrinsic value data unavailable for PH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DCI1 strengths · Avg: 9.0/10
Return on EquityProfitability
24.0%9/10

Every $100 of equity generates 24 in profit

PH4 strengths · Avg: 8.5/10
Market CapQuality
$119.77B9/10

Large-cap with strong market position

Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
23.5%8/10

Strong operational efficiency at 23.5%

Free Cash FlowQuality
$1.56B8/10

Generating 1.6B in free cash flow

Areas to Watch

DCI2 concerns · Avg: 3.5/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PH2 concerns · Avg: 3.0/10
P/E RatioValuation
32.8x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
3.132/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : DCI

The strongest argument for DCI centers on Return on Equity.

Bull Case : PH

The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.0% and operating margin at 23.5%.

Bear Case : DCI

The primary concerns for DCI are PEG Ratio, Piotroski F-Score.

Bear Case : PH

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

Key Dynamics to Monitor

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

PH carries more volatility with a beta of 1.12 — expect wider price swings.

PH is growing revenue faster at 9.8% — sustainability is the question.

PH generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

DCI scores higher overall (62/100 vs 60/100). 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.

Donaldson Company Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.

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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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