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

Company Info

ISIN

US7010941042

CUSIP

701094104

IPO Date

Jul 1, 1985

Highlights

Market Cap

$85.45B

EPS (TTM)

$25.98

PE Ratio

25.74

PEG Ratio

2.79

Total Revenue (TTM)

$19.79B

Gross Profit (TTM)

$4.24B

EBITDA (TTM)

$4.67B

Year Range

$487.08 - $714.74

Target Price

$704.38

Short %

1.06%

Short Ratio

1.29

Share Price Chart


Loading data...

Compare to other instruments

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


Performance

Performance Chart


Loading data...

Returns By Period

Parker-Hannifin Corporation (PH) returned 7.22% year-to-date (YTD) and 24.39% over the past 12 months. Over the past 10 years, PH delivered an annualized return of 20.76%, outperforming the S&P 500 benchmark at 10.77%.


PH

YTD

7.22%

1M

20.33%

6M

-2.49%

1Y

24.39%

5Y*

37.13%

10Y*

20.76%

^GSPC (Benchmark)

YTD

0.08%

1M

9.75%

6M

-1.63%

1Y

12.74%

5Y*

15.66%

10Y*

10.77%

*Annualized

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
202511.17%-5.23%-9.07%-0.46%12.44%7.22%
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%
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%-0.91%0.40%-8.57%0.89%-1.17%11.28%2.08%-0.06%1.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PH is 75, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PH is 7575
Overall Rank
The Sharpe Ratio Rank of PH is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of PH is 6868
Sortino Ratio Rank
The Omega Ratio Rank of PH is 7070
Omega Ratio Rank
The Calmar Ratio Rank of PH is 8181
Calmar Ratio Rank
The Martin Ratio Rank of PH is 7777
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Parker-Hannifin Corporation Sharpe ratios as of May 14, 2025 (values are recalculated daily):

  • 1-Year: 0.70
  • 5-Year: 1.21
  • 10-Year: 0.66
  • All Time: 0.45

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Parker-Hannifin Corporation compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

Parker-Hannifin Corporation provided a 0.99% dividend yield over the last twelve months, with an annual payout of $6.69 per share. The company has been increasing its dividends for 35 consecutive years, earning it the status of a dividend aristocrat.


1.00%1.50%2.00%2.50%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$6.69$6.37$5.77$5.02$3.97$3.52$3.40$2.94$2.64$2.52$2.52$2.07

Dividend yield

0.99%1.00%1.25%1.73%1.25%1.29%1.65%1.97%1.32%1.80%2.60%1.61%

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
2025$0.00$1.63$0.00$0.00$1.80$3.43
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
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$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.63$0.00$2.07

Dividend Yield & Payout


Dividend Yield

Parker-Hannifin Corporation has a dividend yield of 0.99%, 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 25.30%, 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.


Loading data...

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 3.70%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.92%May 14, 2008206Mar 9, 2009434Nov 24, 2010640
-59.67%Oct 5, 1987769Oct 17, 1990884Apr 15, 19941653
-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 chart below shows the rolling one-month volatility.


Loading data...

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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Parker-Hannifin Corporation, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 3.3% positive surprise.


2.003.004.005.006.007.0020212022202320242025
6.94
6.72
Actual
Estimate

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 25.7. 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 2.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

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 4.3. 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 5.9. 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