Industrial - Machinery
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5 / 10Stock Comparison
PH vs CAT vs DE vs EMR vs HON
Revenue, margins, valuation, and 5-year total return — side by side.
Agricultural - Machinery
Agricultural - Machinery
Industrial - Machinery
Conglomerates
PH vs CAT vs DE vs EMR vs HON — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Industrial - Machinery | Agricultural - Machinery | Agricultural - Machinery | Industrial - Machinery | Conglomerates |
| Market Cap | $111.85B | $416.75B | $157.32B | $79.02B | $136.91B |
| Revenue (TTM) | $20.99B | $70.75B | $45.88B | $18.32B | $36.76B |
| Net Income (TTM) | $3.48B | $9.42B | $4.08B | $2.44B | $4.10B |
| Gross Margin | 37.2% | 32.5% | 34.7% | 52.7% | 36.9% |
| Operating Margin | 20.9% | 16.6% | 17.0% | 19.8% | 14.9% |
| Forward P/E | 28.6x | 38.8x | 32.5x | 21.7x | 20.5x |
| Total Debt | $9.64B | $43.33B | $63.94B | $13.76B | $34.58B |
| Cash & Equiv. | $467M | $9.98B | $8.28B | $1.54B | $12.49B |
PH vs CAT vs DE vs EMR vs HON — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Parker-Hannifin Cor… (PH) | 100 | 492.4 | +392.4% |
| Caterpillar Inc. (CAT) | 100 | 745.6 | +645.6% |
| Deere & Company (DE) | 100 | 381.5 | +281.5% |
| Emerson Electric Co. (EMR) | 100 | 231.2 | +131.2% |
| Honeywell Internati… (HON) | 100 | 148.1 | +48.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PH vs CAT vs DE vs EMR vs HON
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PH is the #2 pick in this set and the best alternative if valuation efficiency is your priority.
- PEG 1.20 vs HON's 11.18
- 16.6% margin vs DE's 8.9%
- 11.5% ROA vs DE's 3.9%, ROIC 13.4% vs 7.7%
CAT ranks third and is worth considering specifically for long-term compounding.
- 12.3% 10Y total return vs PH's 7.4%
- +181.5% vs HON's +2.8%
DE is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 0.56, current ratio 2.31x
- Beta 0.56, yield 1.1%, current ratio 2.31x
- Beta 0.56 vs CAT's 1.54
EMR is the clearest fit if your priority is growth exposure.
- Rev growth 3.0%, EPS growth 17.8%, 3Y rev CAGR 9.3%
HON carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 15 yrs, beta 0.74, yield 2.1%
- 7.8% revenue growth vs DE's -2.2%
- Lower P/E (20.5x vs 21.7x)
- 2.1% yield, 15-year raise streak, vs EMR's 1.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.8% revenue growth vs DE's -2.2% | |
| Value | Lower P/E (20.5x vs 21.7x) | |
| Quality / Margins | 16.6% margin vs DE's 8.9% | |
| Stability / Safety | Beta 0.56 vs CAT's 1.54 | |
| Dividends | 2.1% yield, 15-year raise streak, vs EMR's 1.5% | |
| Momentum (1Y) | +181.5% vs HON's +2.8% | |
| Efficiency (ROA) | 11.5% ROA vs DE's 3.9%, ROIC 13.4% vs 7.7% |
PH vs CAT vs DE vs EMR vs HON — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
PH vs CAT vs DE vs EMR vs HON — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
PH leads in 2 of 6 categories
HON leads 1 • CAT leads 1 • DE leads 0 • EMR leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
PH leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CAT is the larger business by revenue, generating $70.8B annually — 3.9x EMR's $18.3B. PH is the more profitable business, keeping 16.6% of every revenue dollar as net income compared to DE's 8.9%. On growth, CAT holds the edge at +22.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $21.0B | $70.8B | $45.9B | $18.3B | $36.8B |
| EBITDAEarnings before interest/tax | $5.1B | $14.0B | $9.5B | $4.7B | $6.5B |
| Net IncomeAfter-tax profit | $3.5B | $9.4B | $4.1B | $2.4B | $4.1B |
| Free Cash FlowCash after capex | $3.7B | $11.4B | $5.5B | $3.1B | $4.2B |
| Gross MarginGross profit ÷ Revenue | +37.2% | +32.5% | +34.7% | +52.7% | +36.9% |
| Operating MarginEBIT ÷ Revenue | +20.9% | +16.6% | +17.0% | +19.8% | +14.9% |
| Net MarginNet income ÷ Revenue | +16.6% | +13.3% | +8.9% | +13.3% | +11.2% |
| FCF MarginFCF ÷ Revenue | +17.5% | +16.2% | +12.0% | +17.0% | +11.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.6% | +22.2% | +16.3% | +2.9% | -6.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -4.2% | +30.2% | -24.1% | +28.2% | -41.9% |
Valuation Metrics
HON leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 29.4x trailing earnings, HON trades at a 38% valuation discount to CAT's 47.6x P/E. Adjusting for growth (PEG ratio), PH offers better value at 1.37x vs HON's 15.99x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $111.8B | $416.8B | $157.3B | $79.0B | $136.9B |
| Enterprise ValueMkt cap + debt − cash | $121.0B | $450.1B | $213.0B | $91.2B | $159.0B |
| Trailing P/EPrice ÷ TTM EPS | 32.68x | 47.57x | 31.37x | 34.92x | 29.36x |
| Forward P/EPrice ÷ next-FY EPS est. | 28.58x | 38.79x | 32.53x | 21.71x | 20.52x |
| PEG RatioP/E ÷ EPS growth rate | 1.37x | 1.69x | 1.92x | 7.73x | 15.99x |
| EV / EBITDAEnterprise value multiple | 24.36x | 33.41x | 20.01x | 18.07x | 19.99x |
| Price / SalesMarket cap ÷ Revenue | 5.63x | 6.17x | 3.52x | 4.39x | 3.66x |
| Price / BookPrice ÷ Book value/share | 8.43x | 19.71x | 6.06x | 3.94x | 9.00x |
| Price / FCFMarket cap ÷ FCF | 33.48x | 40.56x | 48.69x | 29.63x | 25.39x |
Profitability & Efficiency
PH leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
CAT delivers a 47.5% return on equity — every $100 of shareholder capital generates $48 in annual profit, vs $12 for EMR. EMR carries lower financial leverage with a 0.68x debt-to-equity ratio, signaling a more conservative balance sheet compared to DE's 2.46x. On the Piotroski fundamental quality scale (0–9), PH scores 8/9 vs DE's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +24.3% | +47.5% | +15.5% | +12.1% | +23.1% |
| ROA (TTM)Return on assets | +11.5% | +10.0% | +3.9% | +5.8% | +5.3% |
| ROICReturn on invested capital | +13.4% | +15.9% | +7.7% | +8.2% | +12.6% |
| ROCEReturn on capital employed | +17.8% | +19.1% | +11.4% | +10.0% | +12.6% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 | 5 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.70x | 2.03x | 2.46x | 0.68x | 2.24x |
| Net DebtTotal debt minus cash | $9.2B | $33.4B | $55.7B | $12.2B | $22.1B |
| Cash & Equiv.Liquid assets | $467M | $10.0B | $8.3B | $1.5B | $12.5B |
| Total DebtShort + long-term debt | $9.6B | $43.3B | $63.9B | $13.8B | $34.6B |
| Interest CoverageEBIT ÷ Interest expense | 11.39x | 9.22x | 2.74x | 6.46x | 3.92x |
Total Returns (Dividends Reinvested)
CAT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CAT five years ago would be worth $38,251 today (with dividends reinvested), compared to $10,326 for HON. Over the past 12 months, CAT leads with a +181.5% total return vs HON's +2.8%. The 3-year compound annual growth rate (CAGR) favors CAT at 62.0% vs HON's 5.1% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -0.7% | +50.2% | +24.7% | +4.3% | +10.9% |
| 1-Year ReturnPast 12 months | +43.4% | +181.5% | +24.2% | +30.4% | +2.8% |
| 3-Year ReturnCumulative with dividends | +170.5% | +324.9% | +57.4% | +75.9% | +16.2% |
| 5-Year ReturnCumulative with dividends | +186.4% | +282.5% | +54.1% | +59.5% | +3.3% |
| 10-Year ReturnCumulative with dividends | +737.4% | +1227.6% | +671.0% | +206.6% | +135.1% |
| CAGR (3Y)Annualised 3-year return | +39.3% | +62.0% | +16.3% | +20.7% | +5.1% |
Risk & Volatility
Evenly matched — CAT and DE each lead in 1 of 2 comparable metrics.
Risk & Volatility
DE is the less volatile stock with a 0.56 beta — it tends to amplify market swings less than CAT's 1.54 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CAT currently trades 96.2% from its 52-week high vs EMR's 85.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.00x | 1.54x | 0.56x | 1.52x | 0.74x |
| 52-Week HighHighest price in past year | $1034.96 | $931.35 | $674.19 | $165.15 | $248.18 |
| 52-Week LowLowest price in past year | $616.56 | $318.11 | $433.00 | $108.37 | $186.76 |
| % of 52W HighCurrent price vs 52-week peak | +85.6% | +96.2% | +86.1% | +85.4% | +87.1% |
| RSI (14)Momentum oscillator 0–100 | 42.6 | 76.2 | 54.0 | 61.3 | 45.1 |
| Avg Volume (50D)Average daily shares traded | 710K | 2.4M | 1.2M | 2.8M | 3.7M |
Analyst Outlook
Evenly matched — EMR and HON each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PH as "Buy", CAT as "Buy", DE as "Hold", EMR as "Buy", HON as "Buy". Consensus price targets imply 17.6% upside for PH (target: $1042) vs -7.9% for CAT (target: $825). For income investors, HON offers the higher dividend yield at 2.14% vs CAT's 0.65%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | $1042.08 | $824.80 | $680.54 | $161.92 | $243.83 |
| # AnalystsCovering analysts | 38 | 53 | 46 | 41 | 28 |
| Dividend YieldAnnual dividend ÷ price | +0.7% | +0.7% | +1.1% | +1.5% | +2.1% |
| Dividend StreakConsecutive years of raises | 33 | 8 | 8 | 37 | 15 |
| Dividend / ShareAnnual DPS | $6.61 | $5.86 | $6.33 | $2.10 | $4.63 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.6% | +1.2% | +0.7% | +1.6% | +2.8% |
PH leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). HON leads in 1 (Valuation Metrics). 2 tied.
PH vs CAT vs DE vs EMR vs HON: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is PH or CAT or DE or EMR or HON a better buy right now?
For growth investors, Honeywell International Inc.
(HON) is the stronger pick with 7. 8% revenue growth year-over-year, versus -2. 2% for Deere & Company (DE). Honeywell International Inc. (HON) offers the better valuation at 29. 4x trailing P/E (20. 5x forward), making it the more compelling value choice. Analysts rate Parker-Hannifin Corporation (PH) a "Buy" — based on 38 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — PH or CAT or DE or EMR or HON?
On trailing P/E, Honeywell International Inc.
(HON) is the cheapest at 29. 4x versus Caterpillar Inc. at 47. 6x. On forward P/E, Honeywell International Inc. is actually cheaper at 20. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Parker-Hannifin Corporation wins at 1. 20x versus Honeywell International Inc. 's 11. 18x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — PH or CAT or DE or EMR or HON?
Over the past 5 years, Caterpillar Inc.
(CAT) delivered a total return of +282. 5%, compared to +3. 3% for Honeywell International Inc. (HON). Over 10 years, the gap is even starker: CAT returned +1228% versus HON's +135. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PH or CAT or DE or EMR or HON?
By beta (market sensitivity over 5 years), Deere & Company (DE) is the lower-risk stock at 0.
56β versus Caterpillar Inc. 's 1. 54β — meaning CAT is approximately 173% more volatile than DE relative to the S&P 500. On balance sheet safety, Emerson Electric Co. (EMR) carries a lower debt/equity ratio of 68% versus 2% for Deere & Company — giving it more financial flexibility in a downturn.
05Which is growing faster — PH or CAT or DE or EMR or HON?
By revenue growth (latest reported year), Honeywell International Inc.
(HON) is pulling ahead at 7. 8% versus -2. 2% for Deere & Company (DE). On earnings-per-share growth, the picture is similar: Parker-Hannifin Corporation grew EPS 24. 2% year-over-year, compared to -15. 5% for Honeywell International Inc.. Over a 3-year CAGR, EMR leads at 9. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — PH or CAT or DE or EMR or HON?
Parker-Hannifin Corporation (PH) is the more profitable company, earning 17.
8% net margin versus 11. 3% for Deere & Company — meaning it keeps 17. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PH leads at 20. 5% versus 16. 6% for CAT. At the gross margin level — before operating expenses — EMR leads at 52. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is PH or CAT or DE or EMR or HON more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Parker-Hannifin Corporation (PH) is the more undervalued stock at a PEG of 1. 20x versus Honeywell International Inc. 's 11. 18x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Honeywell International Inc. (HON) trades at 20. 5x forward P/E versus 38. 8x for Caterpillar Inc. — 18. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PH: 17. 6% to $1042. 08.
08Which pays a better dividend — PH or CAT or DE or EMR or HON?
All stocks in this comparison pay dividends.
Honeywell International Inc. (HON) offers the highest yield at 2. 1%, versus 0. 7% for Caterpillar Inc. (CAT).
09Is PH or CAT or DE or EMR or HON better for a retirement portfolio?
For long-horizon retirement investors, Deere & Company (DE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
56), 1. 1% yield, +671. 0% 10Y return). Emerson Electric Co. (EMR) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (DE: +671. 0%, EMR: +206. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between PH and CAT and DE and EMR and HON?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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