WallStSmart

Optex Systems Holdings, Inc. Common Stock (OPXS)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 48289% more annual revenue ($20.46B vs $42.28M). PH leads profitability with a 17.3% profit margin vs 10.7%. OPXS trades at a lower P/E of 16.6x. PH earns a higher WallStSmart Score of 54/100 (C-).

OPXS

Hold

46

out of 100

Grade: D+

Growth: 6.0Profit: 6.5Value: 6.3Quality: 9.0
Piotroski: 5/9Altman Z: 5.65

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

OPXSUndervalued (+3.5%)

Margin of Safety

+3.5%

Fair Value

$14.93

Current Price

$10.74

$4.19 discount

UndervaluedFair: $14.93Overvalued

Intrinsic value data unavailable for PH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OPXS5 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.6510/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
20.4%9/10

Every $100 of equity generates 20 in profit

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

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

OPXS4 concerns · Avg: 2.5/10
Market CapQuality
$74.65M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.6%3/10

Operating margin of 1.6%

EPS GrowthGrowth
-75.0%2/10

Earnings declined 75.0%

Free Cash FlowQuality
$-548.00M2/10

Negative free cash flow — burning cash

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 : OPXS

The strongest argument for OPXS centers on Debt/Equity, Altman Z-Score, Return on Equity. Revenue growth of 11.6% 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 : OPXS

The primary concerns for OPXS are Market Cap, Operating Margin, EPS Growth.

Bear Case : PH

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

Key Dynamics to Monitor

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

PH carries more volatility with a beta of 1.25 — expect wider price swings.

OPXS is growing revenue faster at 11.6% — sustainability is the question.

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

Bottom Line

PH scores higher overall (54/100 vs 46/100), backed by strong 17.3% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Optex Systems Holdings, Inc. Common Stock

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Optex Systems Holdings, Inc. manufactures and sells optical sighting systems and assemblies primarily for the U.S. department of defense, foreign military applications, and commercial markets in the United States.

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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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