WallStSmart

ESAB Corp (ESAB)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 620% more annual revenue ($20.46B vs $2.84B). PH leads profitability with a 17.3% profit margin vs 8.0%. ESAB appears more attractively valued with a PEG of 1.09. ESAB earns a higher WallStSmart Score of 55/100 (C-).

ESAB

Buy

55

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.78

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

ESABSignificantly Overvalued (-27.9%)

Margin of Safety

-27.9%

Fair Value

$105.19

Current Price

$98.27

$6.92 premium

UndervaluedFair: $105.19Overvalued

Intrinsic value data unavailable for PH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ESAB1 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

PH3 strengths · Avg: 8.7/10
Market CapQuality
$119.59B9/10

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

ESAB4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.784/10

Distress zone — elevated risk

Profit MarginProfitability
8.0%3/10

8.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-31.6%2/10

Earnings declined 31.6%

PH4 concerns · Avg: 3.0/10
P/E RatioValuation
34.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.0x4/10

Trading at 8.0x book value

PEG RatioValuation
3.912/10

Expensive relative to growth rate

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : ESAB

The strongest argument for ESAB centers on Price/Book. PEG of 1.09 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 : ESAB

The primary concerns for ESAB are Altman Z-Score, Profit Margin, Piotroski F-Score.

Bear Case : PH

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

Key Dynamics to Monitor

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

ESAB carries more volatility with a beta of 1.31 — 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

ESAB scores higher overall (55/100 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.

ESAB Corp

INDUSTRIALS · METAL FABRICATION · USA

ESAB Corporation formulates, develops, manufactures and supplies consumable products and equipment for use in automated cutting, joining and welding, as well as gas control equipment. The company is headquartered in Wilmington, Delaware.

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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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