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 0.58, 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
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Key characteristics
PH:
0.70
ROK:
0.45
PH:
1.13
ROK:
0.97
PH:
1.16
ROK:
1.12
PH:
0.83
ROK:
0.46
PH:
2.69
ROK:
1.62
PH:
8.28%
ROK:
9.98%
PH:
34.97%
ROK:
36.84%
PH:
-66.92%
ROK:
-75.83%
PH:
-3.70%
ROK:
-8.19%
Fundamentals
PH:
$85.45B
ROK:
$33.90B
PH:
$25.98
ROK:
$7.93
PH:
25.74
ROK:
37.80
PH:
2.79
ROK:
3.80
PH:
4.32
ROK:
4.25
PH:
5.94
ROK:
9.69
PH:
$19.79B
ROK:
$7.97B
PH:
$4.24B
ROK:
$3.12B
PH:
$4.67B
ROK:
$1.58B
Returns By Period
In the year-to-date period, PH achieves a 7.22% return, which is significantly lower than ROK's 8.43% return. Over the past 10 years, PH has outperformed ROK with an annualized return of 20.76%, while ROK has yielded a comparatively lower 11.69% annualized return.
PH
7.22%
20.33%
-2.49%
24.39%
37.13%
20.76%
ROK
8.43%
34.50%
12.03%
16.33%
12.07%
11.69%
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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.
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Dividends
PH vs. ROK - Dividend Comparison
PH's dividend yield for the trailing twelve months is around 0.99%, less than ROK's 1.25% 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% |
ROK Rockwell Automation, Inc. | 1.25% | 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.
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Volatility
PH vs. ROK - Volatility Comparison
The current volatility for Parker-Hannifin Corporation (PH) is 7.05%, while Rockwell Automation, Inc. (ROK) has a volatility of 12.73%. This indicates that PH experiences smaller price fluctuations and is considered to be less risky than ROK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
PH vs. ROK - 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%.
ROK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Rockwell Automation, Inc. reported a gross profit of 810.00M and revenue of 2.00B. Therefore, the gross margin over that period was 40.5%.
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%.
ROK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Rockwell Automation, Inc. reported an operating income of 341.00M and revenue of 2.00B, resulting in an operating margin of 17.0%.
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%.
ROK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Rockwell Automation, Inc. reported a net income of 252.00M and revenue of 2.00B, resulting in a net margin of 12.6%.