WallStSmart

Legence Corp. Class A Common stock (LGN)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 702% more annual revenue ($20.46B vs $2.55B). PH leads profitability with a 17.3% profit margin vs -2.3%. PH earns a higher WallStSmart Score of 54/100 (C-).

LGN

Avoid

35

out of 100

Grade: F

Growth: 8.0Profit: 3.0Value: 6.7Quality: 4.8
Piotroski: 3/9Altman Z: 1.30

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

LGNUndervalued (+34.0%)

Margin of Safety

+34.0%

Fair Value

$81.29

Current Price

$80.74

$0.55 discount

UndervaluedFair: $81.29Overvalued

Intrinsic value data unavailable for PH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LGN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.6%10/10

Revenue surging 34.6% year-over-year

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

LGN4 concerns · Avg: 3.5/10
Price/BookValuation
13.1x4/10

Trading at 13.1x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Operating MarginProfitability
1.2%3/10

Operating margin of 1.2%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : LGN

The strongest argument for LGN centers on Revenue Growth. Revenue growth of 34.6% 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 : LGN

The primary concerns for LGN are Price/Book, EPS Growth, Operating Margin.

Bear Case : PH

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

Key Dynamics to Monitor

LGN profiles as a hypergrowth stock while PH is a mature play — different risk/reward profiles.

LGN is growing revenue faster at 34.6% — sustainability is the question.

PH generates stronger free cash flow (768M), providing more financial flexibility.

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PH scores higher overall (54/100 vs 35/100), backed by strong 17.3% margins. LGN offers better value entry with a 34.0% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Legence Corp. Class A Common stock

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Legence Corp. The company is headquartered in San Jose, California.

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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