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Parker-Hannifin Corporation (PH)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US7010941042
CUSIP
701094104
IPO Date
Jul 1, 1985

Highlights

Market Cap
$114.68B
Enterprise Value
$126.51B
EPS (TTM)
$27.53
PE Ratio
32.52
PEG Ratio
1.37
Total Revenue (TTM)
$20.46B
Gross Profit (TTM)
$7.63B
EBITDA (TTM)
$5.26B
Year Range
$488.45 - $1,034.96
Target Price
$978.75
ROA (TTM)
11.59%
ROE (TTM)
23.07%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Parker-Hannifin Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Parker-Hannifin Corporation (PH) has returned 2.04% so far this year and 48.64% over the past 12 months. Looking at the last ten years, PH has achieved an annualized return of 25.06%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Parker-Hannifin Corporation

1D
3.92%
1M
-11.29%
YTD
2.04%
6M
18.56%
1Y
48.64%
3Y*
40.22%
5Y*
24.76%
10Y*
25.06%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 1, 1985, PH's average daily return is +0.08%, while the average monthly return is +1.58%. At this rate, your investment would double in approximately 3.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Aug 1991 with a return of +49.9%, while the worst month was Oct 1987 at -36.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PH closed higher 49% of trading days. The best single day was Aug 6, 1991 with a return of +52.8%, while the worst single day was Jul 31, 1991 at -34.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.47%8.04%-11.29%2.04%
202511.17%-5.23%-9.07%-0.46%10.17%5.08%4.79%3.75%0.08%1.94%11.74%2.00%39.54%
20240.82%15.61%3.80%-1.96%-2.17%-4.84%10.94%7.25%5.27%0.36%11.12%-9.51%39.58%
202312.03%8.34%-4.47%-3.34%-0.92%21.72%5.12%2.06%-6.57%-5.29%17.84%6.35%60.81%
2022-2.55%-4.08%-4.26%-4.56%1.01%-9.60%17.49%-7.91%-8.56%19.94%3.34%-2.66%-6.91%
2021-2.86%8.79%9.92%-0.51%-1.48%-0.34%1.60%-4.60%-5.75%6.07%2.16%5.32%18.30%

Benchmark Metrics

Parker-Hannifin Corporation has an annualized alpha of 8.11%, beta of 1.11, and R² of 0.37 versus S&P 500 Index. Calculated based on daily prices since July 02, 1985.

  • This stock captured 150.69% of S&P 500 Index gains and 120.75% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.37 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
8.11%
Beta
1.11
0.37
Upside Capture
150.69%
Downside Capture
120.75%

Return for Risk

Risk / Return Rank

PH ranks 85 for risk / return — in the top 85% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


PH Risk / Return Rank: 8585
Overall Rank
PH Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
PH Sortino Ratio Rank: 8181
Sortino Ratio Rank
PH Omega Ratio Rank: 8484
Omega Ratio Rank
PH Calmar Ratio Rank: 8484
Calmar Ratio Rank
PH Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Parker-Hannifin Corporation (PH) and compare them to a chosen benchmark (S&P 500 Index).


PHBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.59

0.90

+0.69

Sortino ratio

Return per unit of downside risk

2.19

1.39

+0.80

Omega ratio

Gain probability vs. loss probability

1.33

1.21

+0.12

Calmar ratio

Return relative to maximum drawdown

2.83

1.40

+1.43

Martin ratio

Return relative to average drawdown

10.89

6.61

+4.28

Explore PH risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Parker-Hannifin Corporation provided a 0.80% dividend yield over the last twelve months, with an annual payout of $7.20 per share. The company has been increasing its dividends for 38 consecutive years, earning it the status of a dividend aristocrat.


1.00%1.50%2.00%2.50%$0.00$2.00$4.00$6.00$8.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$7.20$7.03$6.37$5.77$5.02$3.97$3.52$3.40$2.94$2.64$2.52$2.52

Dividend yield

0.80%0.80%1.00%1.25%1.73%1.25%1.29%1.65%1.97%1.32%1.80%2.60%

Monthly Dividends

The table displays the monthly dividend distributions for Parker-Hannifin Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$1.80$0.00$1.80
2025$0.00$1.63$0.00$0.00$1.80$0.00$0.00$0.00$1.80$0.00$1.80$0.00$7.03
2024$0.00$1.48$0.00$0.00$1.63$0.00$0.00$1.63$0.00$0.00$1.63$0.00$6.37
2023$0.00$1.33$0.00$0.00$1.48$0.00$0.00$1.48$0.00$0.00$1.48$0.00$5.77
2022$0.00$1.03$0.00$0.00$1.33$0.00$0.00$1.33$0.00$0.00$1.33$0.00$5.02
2021$0.00$0.88$0.00$0.00$1.03$0.00$0.00$1.03$0.00$0.00$1.03$0.00$3.97

Dividend Yield & Payout


Dividend Yield

Parker-Hannifin Corporation has a dividend yield of 0.80%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Parker-Hannifin Corporation has a payout ratio of 25.36%, which is below the market average. This means Parker-Hannifin Corporation returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Parker-Hannifin Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Parker-Hannifin Corporation was 66.92%, occurring on Mar 9, 2009. Recovery took 434 trading sessions.

The current Parker-Hannifin Corporation drawdown is 12.49%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.92%May 14, 2008206Mar 9, 2009434Nov 24, 2010640
-59.27%Oct 5, 1987970Aug 5, 1991683Apr 15, 19941653
-54.68%Feb 21, 202022Mar 23, 2020114Sep 2, 2020136
-47.28%Apr 3, 1998117Sep 18, 1998324Dec 31, 1999441
-38.25%Jan 10, 2000144Aug 3, 2000388Feb 25, 2002532

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Parker-Hannifin Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Parker-Hannifin Corporation is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for PH, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, PH has a P/E ratio of 32.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for PH compared to other companies in the Specialty Industrial Machinery industry. PH currently has a PEG ratio of 1.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for PH relative to other companies in the Specialty Industrial Machinery industry. Currently, PH has a P/S ratio of 5.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for PH in comparison with other companies in the Specialty Industrial Machinery industry. Currently, PH has a P/B value of 7.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items