Industrial - Machinery
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2 / 10Stock Comparison
PH vs ROK
Revenue, margins, valuation, and 5-year total return — side by side.
Industrial - Machinery
PH vs ROK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Industrial - Machinery | Industrial - Machinery |
| Market Cap | $113.93B | $51.65B |
| Revenue (TTM) | $20.99B | $8.80B |
| Net Income (TTM) | $3.48B | $1.09B |
| Gross Margin | 37.2% | 52.5% |
| Operating Margin | 20.9% | 19.1% |
| Forward P/E | 29.1x | 37.8x |
| Total Debt | $9.64B | $3.65B |
| Cash & Equiv. | $467M | $468M |
PH vs ROK — 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 | 501.6 | +401.6% |
| Rockwell Automation… (ROK) | 100 | 212.5 | +112.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PH vs ROK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PH carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 33 yrs, beta 1.00, yield 0.7%
- Rev growth -0.4%, EPS growth 24.2%, 3Y rev CAGR 7.8%
- 7.4% 10Y total return vs ROK's 347.3%
ROK is the clearest fit if your priority is growth and momentum.
- 1.0% revenue growth vs PH's -0.4%
- +83.7% vs PH's +48.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 1.0% revenue growth vs PH's -0.4% | |
| Value | Lower P/E (29.1x vs 37.8x) | |
| Quality / Margins | 16.6% margin vs ROK's 12.4% | |
| Stability / Safety | Beta 1.00 vs ROK's 1.33, lower leverage | |
| Dividends | 0.7% yield, 33-year raise streak, vs ROK's 1.1% | |
| Momentum (1Y) | +83.7% vs PH's +48.2% | |
| Efficiency (ROA) | 11.5% ROA vs ROK's 9.7%, ROIC 13.4% vs 15.1% |
PH vs ROK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
PH vs ROK — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — PH and ROK each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PH is the larger business by revenue, generating $21.0B annually — 2.4x ROK's $8.8B. Profitability is closely matched — net margins range from 16.6% (PH) to 12.4% (ROK).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $21.0B | $8.8B |
| EBITDAEarnings before interest/tax | $5.1B | $1.9B |
| Net IncomeAfter-tax profit | $3.5B | $1.1B |
| Free Cash FlowCash after capex | $3.7B | $1.3B |
| Gross MarginGross profit ÷ Revenue | +37.2% | +52.5% |
| Operating MarginEBIT ÷ Revenue | +20.9% | +19.1% |
| Net MarginNet income ÷ Revenue | +16.6% | +12.4% |
| FCF MarginFCF ÷ Revenue | +17.5% | +15.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.6% | +11.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -4.2% | +39.6% |
Valuation Metrics
PH leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 33.3x trailing earnings, PH trades at a 44% valuation discount to ROK's 59.9x P/E. On an enterprise value basis, PH's 24.8x EV/EBITDA is more attractive than ROK's 31.4x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $113.9B | $51.6B |
| Enterprise ValueMkt cap + debt − cash | $123.1B | $54.8B |
| Trailing P/EPrice ÷ TTM EPS | 33.28x | 59.89x |
| Forward P/EPrice ÷ next-FY EPS est. | 29.11x | 37.84x |
| PEG RatioP/E ÷ EPS growth rate | 1.39x | — |
| EV / EBITDAEnterprise value multiple | 24.78x | 31.36x |
| Price / SalesMarket cap ÷ Revenue | 5.74x | 6.19x |
| Price / BookPrice ÷ Book value/share | 8.58x | 14.00x |
| Price / FCFMarket cap ÷ FCF | 34.10x | 38.03x |
Profitability & Efficiency
ROK leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
ROK delivers a 29.6% return on equity — every $100 of shareholder capital generates $30 in annual profit, vs $24 for PH. PH carries lower financial leverage with a 0.70x debt-to-equity ratio, signaling a more conservative balance sheet compared to ROK's 0.98x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +24.3% | +29.6% |
| ROA (TTM)Return on assets | +11.5% | +9.7% |
| ROICReturn on invested capital | +13.4% | +15.1% |
| ROCEReturn on capital employed | +17.8% | +18.5% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 8 |
| Debt / EquityFinancial leverage | 0.70x | 0.98x |
| Net DebtTotal debt minus cash | $9.2B | $3.2B |
| Cash & Equiv.Liquid assets | $467M | $468M |
| Total DebtShort + long-term debt | $9.6B | $3.6B |
| Interest CoverageEBIT ÷ Interest expense | 11.39x | 9.06x |
Total Returns (Dividends Reinvested)
PH leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PH five years ago would be worth $29,479 today (with dividends reinvested), compared to $18,015 for ROK. Over the past 12 months, ROK leads with a +83.7% total return vs PH's +48.2%. The 3-year compound annual growth rate (CAGR) favors PH at 40.2% vs ROK's 19.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +1.2% | +15.6% |
| 1-Year ReturnPast 12 months | +48.2% | +83.7% |
| 3-Year ReturnCumulative with dividends | +175.4% | +68.9% |
| 5-Year ReturnCumulative with dividends | +194.8% | +80.1% |
| 10-Year ReturnCumulative with dividends | +741.1% | +347.3% |
| CAGR (3Y)Annualised 3-year return | +40.2% | +19.1% |
Risk & Volatility
Evenly matched — PH and ROK each lead in 1 of 2 comparable metrics.
Risk & Volatility
PH is the less volatile stock with a 1.00 beta — it tends to amplify market swings less than ROK's 1.33 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ROK currently trades 99.1% from its 52-week high vs PH's 87.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.00x | 1.33x |
| 52-Week HighHighest price in past year | $1034.96 | $463.49 |
| 52-Week LowLowest price in past year | $608.31 | $250.32 |
| % of 52W HighCurrent price vs 52-week peak | +87.2% | +99.1% |
| RSI (14)Momentum oscillator 0–100 | 33.9 | 68.9 |
| Avg Volume (50D)Average daily shares traded | 710K | 836K |
Analyst Outlook
Evenly matched — PH and ROK each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PH as "Buy" and ROK as "Hold". Consensus price targets imply 15.4% upside for PH (target: $1042) vs -5.0% for ROK (target: $437). For income investors, ROK offers the higher dividend yield at 1.14% vs PH's 0.73%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $1042.08 | $436.56 |
| # AnalystsCovering analysts | 38 | 39 |
| Dividend YieldAnnual dividend ÷ price | +0.7% | +1.1% |
| Dividend StreakConsecutive years of raises | 33 | 20 |
| Dividend / ShareAnnual DPS | $6.61 | $5.23 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.5% | +0.8% |
PH leads in 2 of 6 categories (Valuation Metrics, Total Returns). ROK leads in 1 (Profitability & Efficiency). 3 tied.
PH vs ROK: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PH or ROK a better buy right now?
For growth investors, Rockwell Automation, Inc.
(ROK) is the stronger pick with 1. 0% revenue growth year-over-year, versus -0. 4% for Parker-Hannifin Corporation (PH). Parker-Hannifin Corporation (PH) offers the better valuation at 33. 3x trailing P/E (29. 1x 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 ROK?
On trailing P/E, Parker-Hannifin Corporation (PH) is the cheapest at 33.
3x versus Rockwell Automation, Inc. at 59. 9x. On forward P/E, Parker-Hannifin Corporation is actually cheaper at 29. 1x.
03Which is the better long-term investment — PH or ROK?
Over the past 5 years, Parker-Hannifin Corporation (PH) delivered a total return of +194.
8%, compared to +80. 1% for Rockwell Automation, Inc. (ROK). Over 10 years, the gap is even starker: PH returned +741. 1% versus ROK's +347. 3%. 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 ROK?
By beta (market sensitivity over 5 years), Parker-Hannifin Corporation (PH) is the lower-risk stock at 1.
00β versus Rockwell Automation, Inc. 's 1. 33β — meaning ROK is approximately 33% more volatile than PH relative to the S&P 500. On balance sheet safety, Parker-Hannifin Corporation (PH) carries a lower debt/equity ratio of 70% versus 98% for Rockwell Automation, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — PH or ROK?
By revenue growth (latest reported year), Rockwell Automation, Inc.
(ROK) is pulling ahead at 1. 0% versus -0. 4% for Parker-Hannifin Corporation (PH). On earnings-per-share growth, the picture is similar: Parker-Hannifin Corporation grew EPS 24. 2% year-over-year, compared to -7. 4% for Rockwell Automation, Inc.. Over a 3-year CAGR, PH leads at 7. 8% 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 ROK?
Parker-Hannifin Corporation (PH) is the more profitable company, earning 17.
8% net margin versus 10. 4% for Rockwell Automation, Inc. — 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 17. 1% for ROK. At the gross margin level — before operating expenses — ROK leads at 48. 1%, 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 ROK more undervalued right now?
On forward earnings alone, Parker-Hannifin Corporation (PH) trades at 29.
1x forward P/E versus 37. 8x for Rockwell Automation, Inc. — 8. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PH: 15. 4% to $1042. 08.
08Which pays a better dividend — PH or ROK?
All stocks in this comparison pay dividends.
Rockwell Automation, Inc. (ROK) offers the highest yield at 1. 1%, versus 0. 7% for Parker-Hannifin Corporation (PH).
09Is PH or ROK better for a retirement portfolio?
For long-horizon retirement investors, Parker-Hannifin Corporation (PH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
00), 0. 7% yield, +741. 1% 10Y return). Both have compounded well over 10 years (PH: +741. 1%, ROK: +347. 3%), 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 ROK?
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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