WallStSmart

Parker-Hannifin Corporation (PH)vsQnity Electronics, Inc (Q)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 341% more annual revenue ($20.99B vs $4.75B). PH leads profitability with a 16.6% profit margin vs 14.6%. Q appears more attractively valued with a PEG of 2.86. PH earns a higher WallStSmart Score of 55/100 (C-).

PH

Buy

55

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 3.7Quality: 5.8
Piotroski: 5/9Altman Z: 2.78

Q

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 6.0Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for PH.

QOvervalued (-9.0%)

Margin of Safety

-9.0%

Fair Value

$105.09

Current Price

$143.59

$38.50 premium

UndervaluedFair: $105.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PH3 strengths · Avg: 8.7/10
Market CapQuality
$111.82B9/10

Large-cap with strong market position

Return on EquityProfitability
24.8%9/10

Every $100 of equity generates 25 in profit

Operating MarginProfitability
21.5%8/10

Strong operational efficiency at 21.5%

Q1 strengths · Avg: 8.0/10
Operating MarginProfitability
20.4%8/10

Strong operational efficiency at 20.4%

Areas to Watch

PH3 concerns · Avg: 2.7/10
P/E RatioValuation
32.7x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
3.542/10

Expensive relative to growth rate

EPS GrowthGrowth
-4.2%2/10

Earnings declined 4.2%

Q4 concerns · Avg: 2.3/10
Return on EquityProfitability
8.0%3/10

ROE of 8.0% — below average capital efficiency

PEG RatioValuation
2.862/10

Expensive relative to growth rate

P/E RatioValuation
43.5x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-52.8%2/10

Earnings declined 52.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : PH

The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 21.5%. Revenue growth of 10.6% demonstrates continued momentum.

Bull Case : Q

The strongest argument for Q centers on Operating Margin.

Bear Case : PH

The primary concerns for PH are P/E Ratio, PEG Ratio, EPS Growth.

Bear Case : Q

The primary concerns for Q are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.

Key Dynamics to Monitor

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

PH is growing revenue faster at 10.6% — sustainability is the question.

PH generates stronger free cash flow (881M), providing more financial flexibility.

Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PH scores higher overall (55/100 vs 49/100), backed by strong 16.6% margins and 10.6% revenue growth. 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.

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.

Qnity Electronics, Inc

TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA

IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.

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