Análisis Argos
PH
PHCara
Parker-Hannifin Corporation · Industrials
US$ 962.89
precio al 2026-07-04
Valor justo Argos*
US$ 359–441
vs. su valor justo
142% por encima
Score Argos
46/100
LA RESPUESTA
El mercado le pide crezca 32.3% al año — más de lo que ha demostrado (7.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 24% el último año.
Retorno sobre el capital alto (15%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO3/6PASADO4/6SALUD4/6DIVIDENDO3/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO4/6SALUD4/6DIVIDENDO3/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos46de 100Cara
Ingresos0%
US$ 19.9 B
Margen operativo5%
20.5%
Flujo de caja libre12%
US$ 3.3 B
Deuda neta
US$ 9.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 121.4B
P/E34.4x
EV/EBITDA26.3x
FCF yield2.8%
ROIC15.3%
Margen operativo20.5%
Crecim. ingresos-0.4%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 26 jun
PH Gains From Strength in Aerospace Systems Unit: Can It Sustain?
Parker-Hannifin's Aerospace Systems gains from commercial and defense demand, with growth boosted by a planned aerospace acquisition.
fool.com · 12 jun
These 3 Stocks With Fast-Growing Dividends Can Help You Beat Inflation
Eli Lilly, Parker-Hannifin, and Microsoft all have grown their dividend by 50% or more over the past five years, but still have plenty of room for dividend growth.
gurufocus.com · 11 jun
A Look at Parker Hannifin Corp (PH) After 3.1% Gain -- GF Value $676.18 vs Price $902.37
On June 11, 2026, Parker Hannifin Corp (PH) shares rose 3.1% to a current price of $902.37. This price is within a 52-week range of $646.51 to $1034.96, reflect
benzinga.com · 1 jun
Congressman Looking For Dividends? Taylor Ditches 2 Magnificent Seven Stocks For Blue Chips
The trading activity of members of Congress continues to be closely monitored by investors, especially when the moves include Magnificent Seven or large technology stocks. One member of Congress recently sold some Magnificent Seven stocks.
247wallst.com · 26 may
5 Strong Buy Passive Income Giants Have Raised Their Dividends by Double Digits for Years
Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words, the total return on an investment or portfolio consists of income and stock appreciation. At 24/7 Wall St., we have focused... 5 Strong Buy Passive Income Giants Have Raised Their Dividends by Double Digits for Years
barrons.com · 21 may
Parker Hannifin Buys Circor Aerospace Business for $2.5 Billion
The motion and controls maker expects the deal to close in the second half of this year.
globenewswire.com · 21 may
Parker to Acquire CIRCOR's Commercial and Defense Aerospace Business
CLEVELAND, May 21, 2026 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE:PH), the global leader in motion and control technologies, today announced that it has entered into a definitive agreement to acquire the Commercial and Defense Aerospace business of CIRCOR International, Inc. on a cash-free, debt-free basis for a cash purchase price of $2.55 billion, which includes expected tax benefits with an estimated net present value of approximately $75 million. The purchase price, net of expected tax benefits, represents 22.7x CIRCOR Aerospace's calendar year 2026 estimated adjusted EBITDA, or 18.2x including expected cost synergies of approximately 10% of calendar year 2026 estimated sales. The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals, and is expected to close in the second half of calendar year 2026.
businesswire.com · 21 may
KKR Sells CIRCOR Aerospace to Parker Hannifin for $2.55 Billion
NEW YORK & BURLINGTON, Mass.--(BUSINESS WIRE)--KKR and CIRCOR International (“CIRCOR” or the “Company”), a global manufacturer of flow control products for industrial, naval, and aerospace markets, today announced the signing of a definitive agreement to sell CIRCOR Aerospace, the Company's aerospace division, to Parker Hannifin Corporation (NYSE:PH), the global leader in motion and control technologies, for $2.55 billion. Funds managed by KKR first acquired CIRCOR for $1.8 billion in 2023 and.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.