Limbach Holdings Inc (LMB)vsParker-Hannifin Corporation (PH)
LMB
Limbach Holdings Inc
$99.77
+9.19%
INDUSTRIALS · Cap: $1.11B
PH
Parker-Hannifin Corporation
$909.42
-4.02%
INDUSTRIALS · Cap: $119.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Parker-Hannifin Corporation generates 3063% more annual revenue ($20.46B vs $646.80M). PH leads profitability with a 17.3% profit margin vs 6.0%. LMB appears more attractively valued with a PEG of 2.29. LMB earns a higher WallStSmart Score of 61/100 (C+).
LMB
Buy61
out of 100
Grade: C+
PH
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.0%
Fair Value
$68.57
Current Price
$99.77
$31.20 premium
Intrinsic value data unavailable for PH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Every $100 of equity generates 22 in profit
Earnings expanding 23.9% YoY
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Strong operational efficiency at 21.7%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Smaller company, higher risk/reward
6.0% margin — thin
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 : LMB
The strongest argument for LMB centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 30.1% 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 : LMB
The primary concerns for LMB are PEG Ratio, P/E Ratio, Market Cap.
Bear Case : PH
The primary concerns for PH are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
LMB profiles as a hypergrowth stock while PH is a mature play — different risk/reward profiles.
LMB carries more volatility with a beta of 1.43 — expect wider price swings.
LMB is growing revenue faster at 30.1% — sustainability is the question.
PH generates stronger free cash flow (768M), providing more financial flexibility.
Bottom Line
LMB scores higher overall (61/100 vs 54/100) and 30.1% revenue growth. 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.
Limbach Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Limbach Holdings, Inc. is an integrated building systems solutions company in the United States. The company is headquartered in Pittsburgh, Pennsylvania.
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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