PH vs. DCI
Compare and contrast key facts about Parker-Hannifin Corporation (PH) and Donaldson Company, Inc. (DCI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PH or DCI.
Correlation
The correlation between PH and DCI is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PH vs. DCI - Performance Comparison
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Key characteristics
PH:
0.69
DCI:
-0.23
PH:
1.10
DCI:
-0.18
PH:
1.16
DCI:
0.98
PH:
0.80
DCI:
-0.24
PH:
2.65
DCI:
-0.65
PH:
8.12%
DCI:
8.90%
PH:
34.93%
DCI:
23.60%
PH:
-66.92%
DCI:
-56.90%
PH:
-4.21%
DCI:
-10.18%
Fundamentals
PH:
$86.69B
DCI:
$8.40B
PH:
$26.01
DCI:
$3.39
PH:
26.08
DCI:
20.58
PH:
3.03
DCI:
1.74
PH:
4.38
DCI:
2.31
PH:
6.47
DCI:
5.44
PH:
$19.79B
DCI:
$2.71B
PH:
$4.24B
DCI:
$960.30M
PH:
$4.67B
DCI:
$487.00M
Returns By Period
In the year-to-date period, PH achieves a 6.65% return, which is significantly higher than DCI's 4.00% return. Over the past 10 years, PH has outperformed DCI with an annualized return of 20.68%, while DCI has yielded a comparatively lower 8.61% annualized return.
PH
6.65%
18.80%
-3.99%
24.10%
36.58%
20.68%
DCI
4.00%
10.05%
-9.17%
-5.50%
12.40%
8.61%
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Risk-Adjusted Performance
PH vs. DCI — Risk-Adjusted Performance Rank
PH
DCI
PH vs. DCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Parker-Hannifin Corporation (PH) and Donaldson Company, Inc. (DCI). 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.
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Dividends
PH vs. DCI - Dividend Comparison
PH's dividend yield for the trailing twelve months is around 0.99%, less than DCI's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PH Parker-Hannifin Corporation | 0.99% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% | 1.61% |
DCI Donaldson Company, Inc. | 1.55% | 1.57% | 1.50% | 1.55% | 1.47% | 1.50% | 1.42% | 1.73% | 1.45% | 1.65% | 2.36% | 1.64% |
Drawdowns
PH vs. DCI - Drawdown Comparison
The maximum PH drawdown since its inception was -66.92%, which is greater than DCI's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for PH and DCI. For additional features, visit the drawdowns tool.
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Volatility
PH vs. DCI - Volatility Comparison
Parker-Hannifin Corporation (PH) and Donaldson Company, Inc. (DCI) have volatilities of 7.19% and 6.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PH vs. DCI - Financials Comparison
This section allows you to compare key financial metrics between Parker-Hannifin Corporation and Donaldson Company, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
PH vs. DCI - Profitability Comparison
PH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Parker-Hannifin Corporation reported a gross profit of -1.16B and revenue of 4.96B. Therefore, the gross margin over that period was -23.4%.
DCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Donaldson Company, Inc. reported a gross profit of 305.90M and revenue of 870.00M. Therefore, the gross margin over that period was 35.2%.
PH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Parker-Hannifin Corporation reported an operating income of -1.91B and revenue of 4.96B, resulting in an operating margin of -38.5%.
DCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Donaldson Company, Inc. reported an operating income of 125.50M and revenue of 870.00M, resulting in an operating margin of 14.4%.
PH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Parker-Hannifin Corporation reported a net income of 960.87M and revenue of 4.96B, resulting in a net margin of 19.4%.
DCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Donaldson Company, Inc. reported a net income of 95.90M and revenue of 870.00M, resulting in a net margin of 11.0%.