Parker Hannifin (PH)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · PH
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $963 PH trades at 30× p/e, in line with its 26× p/e peer median — but our blended $793 fair value sits below the price. We hold it with medium confidence: our number sits below the analyst range. Analysts target $950–$1,358. Note: our $793 fair value sits below the entire analyst range ($950–$1,358). The flat-multiple read looks rich, but earnings are inflecting up — trailing growth is accelerating and forward estimates confirm — so we've softened our read rather than brand an accelerating name expensive. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $1210.00 | — | — | Analyst | high |
| dcf fcff | 12M | $795.02 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $109.24 | — | — | TTM | high |
| graham number | 12M | $295.87 | — | — | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$950.00 – $1358.00 (median $1210.00) · 11 analysts · as of 2026-08-14
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 97% over what the business is worth with no growth; closing that gap needs roughly 27.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $31.09/sh owner earnings.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $748.76 |
| 24.5 |
| 30.51 |
| TTM |
| high |
| Peer P/E | 12M | $729.35 | 20.4 | 35.71 | ntm analyst | high |
| Peer P/S | 12M | $480.13 | 2.9 | 167.96 | TTM | high |
| PEG | 12M | $1011.71 | 31.3 | 32.31 | TTM | high |
| residual income | 12M | $201.74 | — | — | TTM | high |
| Own P/E history | 12M | $963.56 | 29.8 | 32.31 | TTM | high |
| triangulated | 12M | $854.10 | 25.6 | 33.35 | Triangulated | high |
| Peer P/FCF | 3Y | $1124.93 | 24.5 | 45.83 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $852.38 | 20.4 | 41.73 | Analyst | medium |
| Peer P/S | 3Y | $589.10 | 2.9 | 206.08 | guidance | medium |
| PEG | 3Y | $1306.77 | 31.3 | 41.73 | Analyst | medium |
| Own P/E history | 3Y | $1244.57 | 29.8 | 41.73 | Analyst | medium |
| Peer P/FCF | 5Y | $1475.65 | 24.5 | 60.12 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $966.79 | 20.4 | 47.33 | Analyst | high |
| Peer P/S | 5Y | $668.17 | 2.9 | 233.74 | guidance | high |
| PEG | 5Y | $1482.17 | 31.3 | 47.33 | Analyst | high |
| Own P/E history | 5Y | $1411.63 | 29.8 | 47.33 | Analyst | high |