WallStSmart

Parker-Hannifin Corporation (PH)vsUL Solutions Inc. (ULS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Parker-Hannifin Corporation generates 570% more annual revenue ($20.46B vs $3.05B). PH leads profitability with a 17.3% profit margin vs 10.6%. ULS appears more attractively valued with a PEG of 2.32. PH earns a higher WallStSmart Score of 54/100 (C-).

PH

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 3.7Quality: 5.8
Piotroski: 5/9Altman Z: 2.78

ULS

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for PH.

ULSUndervalued (+24.9%)

Margin of Safety

+24.9%

Fair Value

$96.58

Current Price

$90.49

$6.09 discount

UndervaluedFair: $96.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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%

ULS1 strengths · Avg: 10.0/10
Return on EquityProfitability
31.0%10/10

Every $100 of equity generates 31 in profit

Areas to Watch

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%

ULS4 concerns · Avg: 3.0/10
PEG RatioValuation
2.324/10

Expensive relative to growth rate

Price/BookValuation
14.4x4/10

Trading at 14.4x book value

P/E RatioValuation
55.0x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-17.5%2/10

Earnings declined 17.5%

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 17.3% and operating margin at 21.7%.

Bull Case : ULS

The strongest argument for ULS centers on Return on Equity.

Bear Case : PH

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

Bear Case : ULS

The primary concerns for ULS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 55.0x leaves little room for execution misses.

Key Dynamics to Monitor

PH profiles as a mature stock while ULS is a value 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 52/100), backed by strong 17.3% margins. ULS offers better value entry with a 24.9% margin of safety. 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.

UL Solutions Inc.

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.

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