Parker-Hannifin Corporation (PH)vsXPO Logistics Inc (XPO)
PH
Parker-Hannifin Corporation
$882.34
+1.16%
INDUSTRIALS · Cap: $105.45B
XPO
XPO Logistics Inc
$218.94
-0.15%
INDUSTRIALS · Cap: $26.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Parker-Hannifin Corporation generates 153% more annual revenue ($20.99B vs $8.30B). PH leads profitability with a 16.6% profit margin vs 4.2%. XPO appears more attractively valued with a PEG of 2.53. PH earns a higher WallStSmart Score of 55/100 (C-).
PH
Buy55
out of 100
Grade: C-
XPO
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PH.
Margin of Safety
-23.4%
Fair Value
$163.60
Current Price
$218.94
$55.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.5%
Earnings expanding 46.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 4.2%
Trading at 13.8x book value
Distress zone — elevated risk
4.2% margin — thin
Expensive relative to growth rate
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 16.6% and operating margin at 21.5%. Revenue growth of 10.6% demonstrates continued momentum.
Bull Case : XPO
The strongest argument for XPO centers on EPS Growth.
Bear Case : PH
The primary concerns for PH are P/E Ratio, PEG Ratio, EPS Growth.
Bear Case : XPO
The primary concerns for XPO are Price/Book, Altman Z-Score, Profit Margin. A P/E of 78.7x leaves little room for execution misses. Debt-to-equity of 2.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
PH profiles as a mature stock while XPO is a value play — different risk/reward profiles.
XPO carries more volatility with a beta of 1.64 — expect wider price swings.
PH is growing revenue faster at 10.6% — sustainability is the question.
PH generates stronger free cash flow (881M), providing more financial flexibility.
Bottom Line
PH scores higher overall (55/100 vs 53/100), backed by strong 16.6% margins and 10.6% 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.
XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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