Parker-Hannifin Corporation (PH)vsThermon Group Holdings Inc (THR)
PH
Parker-Hannifin Corporation
$921.56
-0.33%
INDUSTRIALS · Cap: $116.70B
THR
Thermon Group Holdings Inc
$51.74
+0.02%
INDUSTRIALS · Cap: $1.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Parker-Hannifin Corporation generates 3820% more annual revenue ($20.46B vs $522.01M). PH leads profitability with a 17.3% profit margin vs 11.3%. THR appears more attractively valued with a PEG of 0.98. THR earns a higher WallStSmart Score of 59/100 (C).
PH
Buy54
out of 100
Grade: C-
THR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-435.1%
Fair Value
$186.12
Current Price
$921.56
$735.44 premium
Margin of Safety
-202.3%
Fair Value
$17.42
Current Price
$51.74
$34.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Strong operational efficiency at 21.7%
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.1x book value
Expensive relative to growth rate
Earnings declined 9.0%
Moderate valuation
1.9% earnings growth
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : THR
The strongest argument for THR centers on Altman Z-Score, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : PH
The primary concerns for PH are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : THR
The primary concerns for THR are P/E Ratio, EPS Growth, Market Cap.
Key Dynamics to Monitor
PH profiles as a mature stock while THR is a value play — different risk/reward profiles.
PH carries more volatility with a beta of 1.22 — expect wider price swings.
THR is growing revenue faster at 9.6% — sustainability is the question.
PH generates stronger free cash flow (768M), providing more financial flexibility.
Bottom Line
THR scores higher overall (59/100 vs 54/100). 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.
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.
Thermon Group Holdings Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Thermon Group Holdings, Inc. provides industrial process heating solutions designed for process industries globally. The company is headquartered in Austin, Texas.
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