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

Company Info

ISIN

US7010941042

CUSIP

701094104

Sector

Industrials

IPO Date

Jul 1, 1985

Highlights

Market Cap

$88.87B

EPS (TTM)

$22.16

PE Ratio

31.16

PEG Ratio

3.14

Total Revenue (TTM)

$19.99B

Gross Profit (TTM)

$7.20B

EBITDA (TTM)

$4.95B

Year Range

$421.84 - $711.60

Target Price

$715.56

Short %

0.80%

Short Ratio

1.96

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
PH vs. ETN PH vs. ROK PH vs. SPY PH vs. ITW PH vs. VOO PH vs. AAPL PH vs. DCI PH vs. UNH PH vs. COST PH vs. IYW
Popular comparisons:
PH vs. ETN PH vs. ROK PH vs. SPY PH vs. ITW PH vs. VOO PH vs. AAPL PH vs. DCI PH vs. UNH PH vs. COST PH vs. IYW

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.


0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
34.13%
12.92%
PH (Parker-Hannifin Corporation)
Benchmark (^GSPC)

Returns By Period

Parker-Hannifin Corporation had a return of 54.20% year-to-date (YTD) and 64.74% in the last 12 months. Over the past 10 years, Parker-Hannifin Corporation had an annualized return of 20.25%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.


PH

YTD

54.20%

1M

11.93%

6M

34.13%

1Y

64.74%

5Y (annualized)

30.88%

10Y (annualized)

20.25%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of PH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.82%15.61%3.80%-1.96%-2.17%-4.84%10.94%7.25%5.27%0.36%54.20%
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%
2020-4.92%-5.18%-29.79%21.88%14.48%1.83%-2.37%15.63%-1.78%2.98%28.79%1.93%34.78%
201910.51%7.38%-2.58%5.51%-15.45%11.61%2.98%-4.79%8.95%1.59%8.82%3.54%40.75%
20180.92%-11.07%-4.17%-3.75%4.28%-8.81%8.47%4.34%4.74%-17.56%13.97%-13.31%-24.00%
20175.09%5.71%3.54%0.30%-1.66%1.49%3.85%-2.66%8.78%4.34%3.04%6.45%44.91%
20160.19%4.81%9.76%4.45%-0.46%-5.91%5.68%7.85%2.45%-2.21%13.75%0.77%47.57%
2015-9.69%5.90%-3.19%0.49%1.42%-3.40%-3.08%-3.91%-9.62%7.61%0.56%-7.34%-23.07%
2014-11.87%6.79%-0.70%5.99%-0.92%0.40%-8.57%0.89%-1.17%11.28%2.08%-0.06%1.98%
20139.30%2.09%-3.07%-3.29%13.18%-4.37%8.26%-2.80%8.77%7.36%1.35%9.16%53.93%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of PH is 95, placing it in the top 5% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of PH is 9595
Combined Rank
The Sharpe Ratio Rank of PH is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of PH is 9494
Sortino Ratio Rank
The Omega Ratio Rank of PH is 9494
Omega Ratio Rank
The Calmar Ratio Rank of PH is 9898
Calmar Ratio Rank
The Martin Ratio Rank of PH is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Parker-Hannifin Corporation (PH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for PH, currently valued at 2.48, compared to the broader market-4.00-2.000.002.004.002.482.54
The chart of Sortino ratio for PH, currently valued at 3.62, compared to the broader market-4.00-2.000.002.004.003.623.40
The chart of Omega ratio for PH, currently valued at 1.50, compared to the broader market0.501.001.502.001.501.47
The chart of Calmar ratio for PH, currently valued at 5.66, compared to the broader market0.002.004.006.005.663.66
The chart of Martin ratio for PH, currently valued at 16.21, compared to the broader market0.0010.0020.0030.0016.2116.26
PH
^GSPC

The current Parker-Hannifin Corporation Sharpe ratio is 2.48. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Parker-Hannifin Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.48
2.54
PH (Parker-Hannifin Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Parker-Hannifin Corporation provided a 0.91% dividend yield over the last twelve months, with an annual payout of $6.37 per share. The company has been increasing its dividends for 33 consecutive years, earning it the status of a dividend aristocrat.


1.20%1.40%1.60%1.80%2.00%2.20%2.40%2.60%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$6.37$5.77$5.02$3.97$3.52$3.40$2.94$2.64$2.52$2.52$2.07$1.78

Dividend yield

0.91%1.25%1.73%1.25%1.29%1.65%1.97%1.32%1.80%2.60%1.61%1.38%

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
2024$0.00$1.48$0.00$0.00$1.63$0.00$0.00$1.63$0.00$0.00$1.63$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
2020$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.88$0.00$3.52
2019$0.00$0.76$0.00$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.88$0.00$3.40
2018$0.00$0.66$0.00$0.00$0.76$0.00$0.00$0.76$0.00$0.00$0.76$0.00$2.94
2017$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$2.64
2016$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$2.52
2015$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$2.52
2014$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.63$0.00$2.07
2013$0.43$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$1.78

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.9%
Parker-Hannifin Corporation has a dividend yield of 0.91%, 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
200.0%400.0%600.0%800.0%24.9%
Parker-Hannifin Corporation has a payout ratio of 24.85%, which is quite average when compared to the overall market. This suggests that Parker-Hannifin Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.77%
-0.88%
PH (Parker-Hannifin Corporation)
Benchmark (^GSPC)

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 0.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.92%May 14, 2008206Mar 9, 2009434Nov 24, 2010640
-60.28%Oct 5, 1987769Oct 17, 1990891Apr 26, 19941660
-54.68%Feb 21, 202022Mar 23, 2020114Sep 2, 2020136
-47.28%Apr 3, 1998117Sep 18, 1998324Dec 31, 1999441
-38.24%Jan 10, 2000144Aug 3, 2000388Feb 25, 2002532

Volatility

Volatility Chart

The current Parker-Hannifin Corporation volatility is 9.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
9.82%
3.96%
PH (Parker-Hannifin Corporation)
Benchmark (^GSPC)

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 assessment of the market value of Parker-Hannifin Corporation compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.0250.031.2
The chart displays the price to earnings (P/E) ratio for PH in comparison to other companies of the Specialty Industrial Machinery industry. Currently, PH has a PE value of 31.2. This PE ratio falls in the average range for the industry.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.03.1
The chart displays the price to earnings to growth (PEG) ratio for PH in comparison to other companies of the Specialty Industrial Machinery industry. Currently, PH has a PEG value of 3.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Parker-Hannifin Corporation.


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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