PH vs. ROK
Compare and contrast key facts about Parker-Hannifin Corporation (PH) and Rockwell Automation, Inc. (ROK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PH or ROK.
Correlation
The correlation between PH and ROK is 0.51, 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. ROK - Performance Comparison
Key characteristics
PH:
0.08
ROK:
-0.50
PH:
0.37
ROK:
-0.58
PH:
1.05
ROK:
0.93
PH:
0.11
ROK:
-0.49
PH:
0.41
ROK:
-1.88
PH:
7.02%
ROK:
9.11%
PH:
34.42%
ROK:
34.37%
PH:
-66.92%
ROK:
-75.83%
PH:
-19.97%
ROK:
-31.74%
Fundamentals
PH:
$76.76B
ROK:
$27.41B
PH:
$22.74
ROK:
$7.62
PH:
24.63
ROK:
30.20
PH:
2.41
ROK:
3.19
PH:
$14.83B
ROK:
$4.81B
PH:
$5.40B
ROK:
$2.31B
PH:
$4.03B
ROK:
$1.16B
Returns By Period
In the year-to-date period, PH achieves a -10.90% return, which is significantly higher than ROK's -19.38% return. Over the past 10 years, PH has outperformed ROK with an annualized return of 18.69%, while ROK has yielded a comparatively lower 9.67% annualized return.
PH
-10.90%
-7.79%
-10.85%
2.79%
33.25%
18.69%
ROK
-19.38%
-12.44%
-14.64%
-19.01%
8.38%
9.67%
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Risk-Adjusted Performance
PH vs. ROK — Risk-Adjusted Performance Rank
PH
ROK
PH vs. ROK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Parker-Hannifin Corporation (PH) and Rockwell Automation, Inc. (ROK). 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.
Dividends
PH vs. ROK - Dividend Comparison
PH's dividend yield for the trailing twelve months is around 1.15%, less than ROK's 2.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PH Parker-Hannifin Corporation | 1.15% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% | 1.61% |
ROK Rockwell Automation, Inc. | 2.23% | 1.77% | 1.54% | 1.76% | 1.24% | 1.65% | 1.94% | 2.42% | 1.59% | 2.18% | 2.61% | 2.15% |
Drawdowns
PH vs. ROK - Drawdown Comparison
The maximum PH drawdown since its inception was -66.92%, smaller than the maximum ROK drawdown of -75.83%. Use the drawdown chart below to compare losses from any high point for PH and ROK. For additional features, visit the drawdowns tool.
Volatility
PH vs. ROK - Volatility Comparison
Parker-Hannifin Corporation (PH) has a higher volatility of 22.34% compared to Rockwell Automation, Inc. (ROK) at 17.17%. This indicates that PH's price experiences larger fluctuations and is considered to be riskier than ROK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PH vs. ROK - Financials Comparison
This section allows you to compare key financial metrics between Parker-Hannifin Corporation and Rockwell Automation, 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