PH vs. DCI
Compare and contrast key facts about Parker-Hannifin Corporation (PH) and Donaldson Company, Inc. (DCI).
Performance
PH vs. DCI - Performance Comparison
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PH vs. DCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PH Parker-Hannifin Corporation | 2.04% | 39.54% | 39.58% | 60.81% | -6.91% | 18.30% | 34.78% | 40.75% | -24.00% | 44.91% |
DCI Donaldson Company, Inc. | -4.01% | 33.71% | 4.62% | 12.80% | 0.96% | 7.56% | -1.41% | 34.98% | -9.95% | 18.17% |
Fundamentals
PH:
$114.68B
DCI:
$10.01B
PH:
$27.53
DCI:
$3.19
PH:
32.52
DCI:
26.58
PH:
1.37
DCI:
3.08
PH:
5.62
DCI:
2.68
PH:
7.48
DCI:
6.35
PH:
$20.46B
DCI:
$3.75B
PH:
$7.63B
DCI:
$1.29B
PH:
$5.26B
DCI:
$596.10M
Returns By Period
In the year-to-date period, PH achieves a 2.04% return, which is significantly higher than DCI's -4.01% return. Over the past 10 years, PH has outperformed DCI with an annualized return of 25.06%, while DCI has yielded a comparatively lower 12.01% annualized return.
PH
- 1D
- 3.92%
- 1M
- -11.29%
- YTD
- 2.04%
- 6M
- 18.56%
- 1Y
- 48.64%
- 3Y*
- 40.22%
- 5Y*
- 24.76%
- 10Y*
- 25.06%
DCI
- 1D
- 2.74%
- 1M
- -8.51%
- YTD
- -4.01%
- 6M
- 4.30%
- 1Y
- 28.40%
- 3Y*
- 10.78%
- 5Y*
- 9.22%
- 10Y*
- 12.01%
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Return for Risk
PH vs. DCI — Risk / Return Rank
PH
DCI
PH vs. DCI - Risk-Adjusted Trends 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.
| PH | DCI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.02 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.19 | 1.54 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.83 | 1.13 | +1.70 |
Martin ratioReturn relative to average drawdown | 10.89 | 4.07 | +6.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PH | DCI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.02 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.40 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.47 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.51 | -0.06 |
Correlation
The correlation between PH and DCI is 0.47, 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.
Dividends
PH vs. DCI - Dividend Comparison
PH's dividend yield for the trailing twelve months is around 0.80%, less than DCI's 1.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PH Parker-Hannifin Corporation | 0.80% | 0.80% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% |
DCI Donaldson Company, Inc. | 1.41% | 1.32% | 1.57% | 1.50% | 1.55% | 1.47% | 1.50% | 1.42% | 1.73% | 1.45% | 1.65% | 2.36% |
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.
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Drawdown Indicators
| PH | DCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.92% | -56.90% | -10.02% |
Max Drawdown (1Y)Largest decline over 1 year | -17.77% | -25.08% | +7.31% |
Max Drawdown (5Y)Largest decline over 5 years | -28.64% | -32.20% | +3.56% |
Max Drawdown (10Y)Largest decline over 10 years | -54.68% | -42.72% | -11.96% |
Current DrawdownCurrent decline from peak | -12.49% | -23.03% | +10.54% |
Average DrawdownAverage peak-to-trough decline | -15.35% | -11.03% | -4.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 6.97% | -2.36% |
Volatility
PH vs. DCI - Volatility Comparison
Parker-Hannifin Corporation (PH) has a higher volatility of 9.82% compared to Donaldson Company, Inc. (DCI) at 7.16%. This indicates that PH's price experiences larger fluctuations and is considered to be riskier than DCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PH | DCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.82% | 7.16% | +2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 17.88% | 20.67% | -2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.84% | 28.08% | +2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.31% | 23.32% | +4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.52% | 25.86% | +5.66% |
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 Apr 2026, Parker-Hannifin Corporation reported a gross profit of 1.93B and revenue of 5.17B. Therefore, the gross margin over that period was 37.3%.
DCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Donaldson Company, Inc. reported a gross profit of 299.80M and revenue of 896.30M. Therefore, the gross margin over that period was 33.5%.
PH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported an operating income of 1.09B and revenue of 5.17B, resulting in an operating margin of 21.1%.
DCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Donaldson Company, Inc. reported an operating income of 118.70M and revenue of 896.30M, resulting in an operating margin of 13.2%.
PH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported a net income of 845.00M and revenue of 5.17B, resulting in a net margin of 16.3%.
DCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Donaldson Company, Inc. reported a net income of 92.50M and revenue of 896.30M, resulting in a net margin of 10.3%.