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PH vs. NFG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PH vs. NFG - Performance Comparison

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

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Returns By Period

In the year-to-date period, PH achieves a 3.21% return, which is significantly higher than NFG's -2.59% return. Over the past 10 years, PH has outperformed NFG with an annualized return of 25.12%, while NFG has yielded a comparatively lower 6.84% annualized return.


PH

1D
0.12%
1M
2.39%
YTD
3.21%
6M
2.52%
1Y
36.66%
3Y*
36.33%
5Y*
26.12%
10Y*
25.12%

NFG

1D
0.98%
1M
-3.86%
YTD
-2.59%
6M
-4.55%
1Y
-5.58%
3Y*
18.18%
5Y*
10.46%
10Y*
6.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PH vs. NFG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PH
Parker-Hannifin Corporation
3.21%39.54%39.58%60.81%-6.91%18.30%34.78%40.75%-24.00%44.91%
NFG
National Fuel Gas Company
-2.59%35.31%25.38%-17.71%1.87%60.66%-7.58%-5.94%-3.74%-0.20%

Correlation

The correlation between PH and NFG is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Sep 1, 1987

0.31

Over the past year, the correlation between PH and NFG has dropped to 0.04 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

PH:

$115.65B

NFG:

$7.27B

EPS

PH:

$27.11

NFG:

$7.46

PE Ratio

PH:

33.33

NFG:

10.40

PEG Ratio

PH:

1.41

NFG:

0.08

PS Ratio

PH:

5.53

NFG:

7.22

PB Ratio

PH:

7.43

NFG:

1.90

Total Revenue (TTM)

PH:

$20.99B

NFG:

$988.24M

Gross Profit (TTM)

PH:

$7.81B

NFG:

$576.67M

EBITDA (TTM)

PH:

$5.31B

NFG:

$1.41B

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Return for Risk

PH vs. NFG — Risk / Return Rank

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

PH
PH Risk / Return Rank: 7979
Overall Rank
PH Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
PH Sortino Ratio Rank: 8080
Sortino Ratio Rank
PH Omega Ratio Rank: 7777
Omega Ratio Rank
PH Calmar Ratio Rank: 7676
Calmar Ratio Rank
PH Martin Ratio Rank: 7979
Martin Ratio Rank

NFG
NFG Risk / Return Rank: 3030
Overall Rank
NFG Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
NFG Sortino Ratio Rank: 2525
Sortino Ratio Rank
NFG Omega Ratio Rank: 2626
Omega Ratio Rank
NFG Calmar Ratio Rank: 3434
Calmar Ratio Rank
NFG Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PH vs. NFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Parker-Hannifin Corporation (PH) and National Fuel Gas Company (NFG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PHNFGDifference
Sharpe ratioReturn per unit of total volatility

+1.75

Sortino ratioReturn per unit of downside risk

+2.44

Omega ratioGain probability vs. loss probability

1.26

0.97

+0.30

Calmar ratioReturn relative to maximum drawdown

1.90

-0.27

+2.18

Martin ratioReturn relative to average drawdown

5.64

-0.58

+6.22

PH vs. NFG - Sharpe Ratio Comparison

The current PH Sharpe Ratio is 1.47, which is higher than the NFG Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of PH and NFG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PH vs. NFG - Drawdown Comparison

The maximum PH drawdown since its inception was -66.92%, which is greater than NFG's maximum drawdown of -55.49%. Use the drawdown chart below to compare losses from any high point for PH and NFG.


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Drawdown Indicators


PHNFGDifference

Max Drawdown

Largest peak-to-trough decline

-66.92%

-55.49%

-11.43%

Max Drawdown (1Y)

Largest decline over 1 year

-19.34%

-20.45%

+1.11%

Max Drawdown (3Y)

Largest decline over 3 years

-26.79%

-20.45%

-6.34%

Max Drawdown (5Y)

Largest decline over 5 years

-28.64%

-35.74%

+7.10%

Max Drawdown (10Y)

Largest decline over 10 years

-54.68%

-44.28%

-10.40%

Current Drawdown

Current decline from peak

-11.49%

-19.20%

+7.71%

Average Drawdown

Average peak-to-trough decline

-15.33%

-14.34%

-0.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.52%

9.67%

-3.15%

Volatility

PH vs. NFG - Volatility Comparison

Parker-Hannifin Corporation (PH) has a higher volatility of 7.58% compared to National Fuel Gas Company (NFG) at 5.73%. This indicates that PH's price experiences larger fluctuations and is considered to be riskier than NFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PHNFGDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.58%

5.73%

+1.85%

Volatility (6M)

Calculated over the trailing 6-month period

18.96%

14.17%

+4.79%

Volatility (1Y)

Calculated over the trailing 1-year period

25.10%

19.83%

+5.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.68%

22.24%

+6.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.70%

24.03%

+7.67%

Dividends

PH vs. NFG - Dividend Comparison

PH's dividend yield for the trailing twelve months is around 0.82%, less than NFG's 2.76% yield.


PositionTTM20252024202320222021202020192018201720162015
NFG
National Fuel Gas Company
2.76%2.65%3.36%3.91%2.97%2.83%4.30%3.72%3.30%3.00%2.84%3.67%
PH
Parker-Hannifin Corporation
0.82%0.80%1.00%1.25%1.73%1.25%1.29%1.65%1.97%1.32%1.80%2.60%

Financials

PH vs. NFG - Financials Comparison

This section allows you to compare key financial metrics between Parker-Hannifin Corporation and National Fuel Gas Company. 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


-1.00B0.001.00B2.00B3.00B4.00B5.00B20222023202420252026
5.49B
-651.51M
(PH) Total Revenue
(NFG) Total Revenue
Values in USD except per share items

PH vs. NFG - Profitability Comparison

The chart below illustrates the profitability comparison between Parker-Hannifin Corporation and National Fuel Gas Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20222023202420252026
36.8%
46.2%
Portfolio components
PH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Parker-Hannifin Corporation reported a gross profit of 2.02B and revenue of 5.49B. Therefore, the gross margin over that period was 36.8%.

NFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National Fuel Gas Company reported a gross profit of -300.89M and revenue of -651.51M. Therefore, the gross margin over that period was 46.2%.

PH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Parker-Hannifin Corporation reported an operating income of 1.13B and revenue of 5.49B, resulting in an operating margin of 20.7%.

NFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National Fuel Gas Company reported an operating income of 347.14M and revenue of -651.51M, resulting in an operating margin of -53.3%.

PH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Parker-Hannifin Corporation reported a net income of 904.00M and revenue of 5.49B, resulting in a net margin of 16.5%.

NFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National Fuel Gas Company reported a net income of 247.67M and revenue of -651.51M, resulting in a net margin of -38.0%.


Frequently Asked Questions


PH and NFG have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PH has higher volatility (7.58%) compared to NFG (5.73%). In terms of maximum drawdown, PH dropped -66.92% vs NFG's -55.49%.

PH currently has the higher Sharpe Ratio (1.47 vs -0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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