WallStSmart

Orion Group Holdings Inc (ORN)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 2301% more annual revenue ($20.46B vs $852.26M). PH leads profitability with a 17.3% profit margin vs 0.3%. ORN appears more attractively valued with a PEG of 0.62. PH earns a higher WallStSmart Score of 54/100 (C-).

ORN

Hold

47

out of 100

Grade: D+

Growth: 4.0Profit: 4.0Value: 6.7Quality: 5.0

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

ORNUndervalued (+72.5%)

Margin of Safety

+72.5%

Fair Value

$51.94

Current Price

$13.62

$38.32 discount

UndervaluedFair: $51.94Overvalued

Intrinsic value data unavailable for PH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ORN1 strengths · Avg: 8.0/10
PEG RatioValuation
0.628/10

Growing faster than its price suggests

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

ORN4 concerns · Avg: 3.0/10
Market CapQuality
$490.05M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.6%3/10

ROE of 1.6% — below average capital efficiency

Profit MarginProfitability
0.3%3/10

0.3% margin — thin

Operating MarginProfitability
1.7%3/10

Operating margin of 1.7%

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 : ORN

The strongest argument for ORN centers on PEG Ratio. PEG of 0.62 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 : ORN

The primary concerns for ORN are Market Cap, Return on Equity, Profit Margin. A P/E of 203.2x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.

Bear Case : PH

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

Key Dynamics to Monitor

ORN 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.

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 47/100), backed by strong 17.3% margins. ORN offers better value entry with a 72.5% margin of safety. 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.

Orion Group Holdings Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Orion Group Holdings, Inc. is a construction company specializing in the construction, industrial and infrastructure sectors in the continental United States, Alaska, Canada and the Caribbean Basin. The company is headquartered in Houston, Texas.

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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