WallStSmart

Otis Worldwide Corp (OTIS)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 42% more annual revenue ($20.46B vs $14.43B). PH leads profitability with a 17.3% profit margin vs 9.6%. OTIS appears more attractively valued with a PEG of 1.97. PH earns a higher WallStSmart Score of 54/100 (C-).

OTIS

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 6.5Value: 8.7Quality: 4.8
Piotroski: 4/9Altman Z: 1.83

PH

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 4.7Quality: 5.8
Piotroski: 5/9Altman Z: 2.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OTISUndervalued (+10.0%)

Margin of Safety

+10.0%

Fair Value

$99.40

Current Price

$78.70

$20.70 discount

UndervaluedFair: $99.40Overvalued
PHSignificantly Overvalued (-435.1%)

Margin of Safety

-435.1%

Fair Value

$186.12

Current Price

$921.56

$735.44 premium

UndervaluedFair: $186.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OTIS0 strengths · Avg: 0/10

No standout strengths identified

PH3 strengths · Avg: 8.7/10
Market CapQuality
$116.70B9/10

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

OTIS4 concerns · Avg: 3.8/10
PEG RatioValuation
1.974/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.3%4/10

3.3% revenue growth

Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

PH4 concerns · Avg: 3.0/10
P/E RatioValuation
33.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.1x4/10

Trading at 8.1x book value

PEG RatioValuation
3.632/10

Expensive relative to growth rate

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : OTIS

OTIS has a balanced fundamental profile.

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 : OTIS

The primary concerns for OTIS are PEG Ratio, Revenue Growth, Altman Z-Score.

Bear Case : PH

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

Key Dynamics to Monitor

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

PH carries more volatility with a beta of 1.22 — expect wider price swings.

PH is growing revenue faster at 9.1% — sustainability is the question.

OTIS generates stronger free cash flow (772M), providing more financial flexibility.

Bottom Line

PH scores higher overall (54/100 vs 49/100), 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.

Otis Worldwide Corp

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Otis Worldwide Corporation is an American company that develops, manufactures and markets elevators, escalators, moving walkways, and related equipment.

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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