Parker-Hannifin Corporation (PH)vsUnitedHealth Group Incorporated (UNH)
PH
Parker-Hannifin Corporation
$921.56
-0.33%
INDUSTRIALS · Cap: $116.70B
UNH
UnitedHealth Group Incorporated
$270.55
-0.64%
HEALTHCARE · Cap: $250.15B
Smart Verdict
WallStSmart Research — data-driven comparison
UnitedHealth Group Incorporated generates 2087% more annual revenue ($447.57B vs $20.46B). PH leads profitability with a 17.3% profit margin vs 2.7%. UNH appears more attractively valued with a PEG of 0.98. UNH earns a higher WallStSmart Score of 59/100 (C).
PH
Buy54
out of 100
Grade: C-
UNH
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
-202.7%
Fair Value
$89.96
Current Price
$270.55
$180.59 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%
Mega-cap, among the largest globally
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.1x book value
Expensive relative to growth rate
Earnings declined 9.0%
2.7% margin — thin
Operating margin of 0.3%
Earnings declined 99.9%
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 : UNH
The strongest argument for UNH centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 12.3% demonstrates continued momentum. 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 : UNH
The primary concerns for UNH are Profit Margin, Operating Margin, EPS Growth. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
PH profiles as a mature stock while UNH is a value play — different risk/reward profiles.
PH carries more volatility with a beta of 1.22 — expect wider price swings.
UNH is growing revenue faster at 12.3% — sustainability is the question.
PH generates stronger free cash flow (768M), providing more financial flexibility.
Bottom Line
UNH scores higher overall (59/100 vs 54/100) and 12.3% revenue growth. 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.
UnitedHealth Group Incorporated
HEALTHCARE · HEALTHCARE PLANS · USA
UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services. In 2020, it was the second-largest healthcare company (behind CVS Health) by revenue with $257.1 billion, and the largest insurance company by net premiums. UnitedHealthcare revenues comprise 80% of the Group's overall revenue.
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