Value
4.3/10data confidence 100%| Component | Sub-score |
|---|---|
| P/E | 4.0 |
| P/S | 6.7 |
| EV/EBITDA | 0.0 |
| Fwd P/E | 4.8 |
| PEG | 3.4 |
| Analyst target | 6.0 |
- ▸Forward P/E: 25.9x
- ▸PEG: 3.46
PH · Why this verdict
Why Parker-Hannifin (PH) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.4/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
6.8/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 8.3 |
| ROA | 6.4 |
| Gross margin | 3.5 |
| Op margin | 8.6 |
| Net margin | 8.3 |
| Current ratio | 4.4 |
| FCF quality | 6.0 |
| Moat | 7.5 |
| Piotroski F | 7.8 |
- ▸Strong margins: 17%
- ▸Earnings quality warning: 80% FCF/NI
- ▸Wide economic moat
- ▸Compounder quality: strong returns + growth
Growth
3.2/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 5.2 |
| EPS growth | 1.2 |
Momentum
7.5/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.5 |
| MACD | 10.0 |
| OBV | 10.0 |
| MA position | 7.0 |
| Volume | 4.8 |
- ▸Volume accumulation (rising OBV)
- ▸Above 200-day MA
Sentiment
7.0/10data confidence 100%| Component | Sub-score |
|---|---|
| LLM sentiment | 6.2 |
| Analyst rating | 7.5 |
| Price target | 7.4 |
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
4.3/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 3.3 |
| quality rank | 8.4 |
| growth rank | 5.5 |
- ▸Superior ROE vs peers
- ▸Best-in-class margins
Technical
3.7/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 1.9 |
| support resistance | 2.0 |
| 52w position | 7.1 |
Risk (lower is worse)
6.7/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 9.4 |
| days to cover | 9.1 |
| volatility | 6.5 |
| put call | 7.0 |
| implied vol | 5.4 |
| max pain risk | 3.0 |
| beta | 6.4 |
| debt equity | 7.1 |
- ▸Above max pain $690
Catalyst
6.5/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 10.0 |
| earnings timing | 5.0 |
| surprise avg | 6.1 |
| dividend safety | 5.2 |
| news activity | 8.0 |
- ▸Perfect beat streak: 4Q
- ▸Dividend: 91.0%
How the verdict was assembled
Engine trigger
Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING).
Engine technical detail
verdict_path:
L4:PATH_F_SELL|L3:NEWS_MOD=+2Passed (6)
- MOMENTUM:7.5>=5.5
- INSIDER:OK
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:58d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- ASYMMETRY:0.7<1.5@spot
Warning (1)
- 8K_CSUITE_CHANGE:5.02 (officer departure/appointment)
Reward-to-Risk
0.70
Upside
+5.3%
Downside
7.6%
Sizing output
AVOID
SetupUNKNOWN — No clear chart pattern; technical signals are mixed
EdgeNO_EDGE — No clear edge identified
SuitabilityMODERATE — Balanced profile
Investment implication
The F-path SELL output reflects an overall score of 4.7 below the 5.4 soft trigger — multiple weakening dimensions accumulated rather than a single hard-floor breach. The strongest dimension ( Momentum at 7.5) was not enough to lift the adjusted overall above the threshold. Co-occurring failed gates ( ASYMMETRY:0.7<1.5@spot) reinforce the read. Current asymmetry R:R is 0.70 — supplementary context, not the trigger for this path.
The strongest dimensions are Momentum at 7.5, Sentiment at 7.0, and Quality at 6.8; the weakest are Growth at 3.2, Technical at 3.7, and Peer rank at 4.3. The V9 engine flagged 1 failed gate with 1 warning, producing an asymmetric reward-to-risk of 0.70 and an engine sizing output of AVOID.