WallStSmart

Owens Corning Inc (OC)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 103% more annual revenue ($20.46B vs $10.10B). PH leads profitability with a 17.3% profit margin vs -5.2%. OC appears more attractively valued with a PEG of 1.62. PH earns a higher WallStSmart Score of 54/100 (C-).

OC

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 4.0Value: 6.3Quality: 4.0
Piotroski: 2/9Altman Z: 1.17

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

OCUndervalued (+55.0%)

Margin of Safety

+55.0%

Fair Value

$307.93

Current Price

$121.18

$186.75 discount

UndervaluedFair: $307.93Overvalued

Intrinsic value data unavailable for PH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OC2 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
31.2%8/10

Earnings expanding 31.2% YoY

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

OC4 concerns · Avg: 3.0/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

Debt/EquityHealth
1.273/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-4.2%2/10

ROE of -4.2% — below average capital efficiency

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

Premium valuation, high expectations priced in

Price/BookValuation
8.4x4/10

Trading at 8.4x 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 : OC

The strongest argument for OC centers on Price/Book, EPS 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 : OC

The primary concerns for OC are PEG Ratio, Debt/Equity, Piotroski F-Score.

Bear Case : PH

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

Key Dynamics to Monitor

OC profiles as a turnaround stock while PH is a mature play — different risk/reward profiles.

OC carries more volatility with a beta of 1.34 — 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

PH scores higher overall (54/100 vs 51/100), backed by strong 17.3% margins. OC offers better value entry with a 55.0% margin of safety. 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.

Owens Corning Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Owens Corning manufactures and markets a range of fiberglass, roofing and insulation composites in the United States, Canada, Europe, Asia Pacific and internationally. The company is headquartered in Toledo, Ohio.

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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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