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KAI vs. PH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between KAI and PH is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

KAI vs. PH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kadant Inc. (KAI) and Parker-Hannifin Corporation (PH). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
27.13%
20.78%
KAI
PH

Key characteristics

Sharpe Ratio

KAI:

0.77

PH:

1.34

Sortino Ratio

KAI:

1.25

PH:

2.15

Omega Ratio

KAI:

1.15

PH:

1.28

Calmar Ratio

KAI:

1.11

PH:

3.01

Martin Ratio

KAI:

2.14

PH:

7.03

Ulcer Index

KAI:

11.96%

PH:

4.86%

Daily Std Dev

KAI:

33.29%

PH:

25.56%

Max Drawdown

KAI:

-93.36%

PH:

-66.92%

Current Drawdown

KAI:

-12.83%

PH:

-3.65%

Fundamentals

Market Cap

KAI:

$4.34B

PH:

$89.05B

EPS

KAI:

$9.67

PH:

$23.94

PE Ratio

KAI:

37.73

PH:

28.57

PEG Ratio

KAI:

3.23

PH:

3.02

Total Revenue (TTM)

KAI:

$795.35M

PH:

$19.91B

Gross Profit (TTM)

KAI:

$354.29M

PH:

$7.20B

EBITDA (TTM)

KAI:

$176.14M

PH:

$5.26B

Returns By Period

In the year-to-date period, KAI achieves a 6.87% return, which is significantly lower than PH's 7.27% return. Over the past 10 years, KAI has outperformed PH with an annualized return of 25.50%, while PH has yielded a comparatively lower 20.66% annualized return.


KAI

YTD

6.87%

1M

8.03%

6M

27.13%

1Y

19.78%

5Y*

27.66%

10Y*

25.50%

PH

YTD

7.27%

1M

8.29%

6M

20.78%

1Y

31.92%

5Y*

28.04%

10Y*

20.66%

*Annualized

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Risk-Adjusted Performance

KAI vs. PH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KAI
The Risk-Adjusted Performance Rank of KAI is 6969
Overall Rank
The Sharpe Ratio Rank of KAI is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of KAI is 6565
Sortino Ratio Rank
The Omega Ratio Rank of KAI is 6262
Omega Ratio Rank
The Calmar Ratio Rank of KAI is 8181
Calmar Ratio Rank
The Martin Ratio Rank of KAI is 6767
Martin Ratio Rank

PH
The Risk-Adjusted Performance Rank of PH is 8585
Overall Rank
The Sharpe Ratio Rank of PH is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of PH is 8282
Sortino Ratio Rank
The Omega Ratio Rank of PH is 8080
Omega Ratio Rank
The Calmar Ratio Rank of PH is 9494
Calmar Ratio Rank
The Martin Ratio Rank of PH is 8686
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.

KAI vs. PH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kadant Inc. (KAI) and Parker-Hannifin Corporation (PH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for KAI, currently valued at 0.77, compared to the broader market-2.000.002.004.000.771.34
The chart of Sortino ratio for KAI, currently valued at 1.25, compared to the broader market-4.00-2.000.002.004.001.252.15
The chart of Omega ratio for KAI, currently valued at 1.15, compared to the broader market0.501.001.502.001.151.28
The chart of Calmar ratio for KAI, currently valued at 1.11, compared to the broader market0.002.004.006.001.113.01
The chart of Martin ratio for KAI, currently valued at 2.14, compared to the broader market0.005.0010.0015.0020.0025.0030.002.147.03
KAI
PH

The current KAI Sharpe Ratio is 0.77, which is lower than the PH Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of KAI and PH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.77
1.34
KAI
PH

Dividends

KAI vs. PH - Dividend Comparison

KAI's dividend yield for the trailing twelve months is around 0.35%, less than PH's 0.96% yield.


TTM20242023202220212020201920182017201620152014
KAI
Kadant Inc.
0.35%0.36%0.40%0.58%0.43%0.67%0.86%1.07%0.82%1.21%1.63%1.35%
PH
Parker-Hannifin Corporation
0.96%1.00%1.25%1.73%1.25%1.29%1.65%1.97%1.32%1.80%2.60%1.61%

Drawdowns

KAI vs. PH - Drawdown Comparison

The maximum KAI drawdown since its inception was -93.36%, which is greater than PH's maximum drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for KAI and PH. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-12.83%
-3.65%
KAI
PH

Volatility

KAI vs. PH - Volatility Comparison

The current volatility for Kadant Inc. (KAI) is 6.95%, while Parker-Hannifin Corporation (PH) has a volatility of 7.57%. This indicates that KAI experiences smaller price fluctuations and is considered to be less risky than PH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
6.95%
7.57%
KAI
PH

Financials

KAI vs. PH - Financials Comparison

This section allows you to compare key financial metrics between Kadant Inc. and Parker-Hannifin Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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