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PH vs SPGI

Comparison between Parker-Hannifin Corp (PH, Company) and S&P Global Inc (SPGI, Company).

PH is from the Industrials sector, while SPGI is from the Financial Services sector.

5-Year PerformancePH has outperformed SPGI, delivering a return of +29.3% compared to +1.9%

PH vs SPGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PH
$120B
Winner
SPGI
$122B
Max Drawdown
Winner
PH
67.66%
SPGI
75.83%
Sharpe Ratio
Winner
PH
1.53
SPGI
-0.67
5Y Beta
PH
1.24
Winner
SPGI
0.68
Industry
PH
Specialty Industrial Machinery
SPGI
Financial Data & Stock Exchanges
P/E Ratio
PH
34.37
Winner
SPGI
26.25
Forward P/E
PH
27.78
Winner
SPGI
21.32
PEG Ratio
PH
2.05
Winner
SPGI
0.82
Dividend Yield
PH
0.77%
Winner
SPGI
0.92%
5Y Dividends CAGR
Winner
PH
20.18%
SPGI
6.03%
5Y EPS CAGR
Winner
PH
20.17%
SPGI
15.16%
Debt to Equity
Winner
PH
0.00%
SPGI
42.72%
Free Cash Flow Yield
PH
3.06%
Winner
SPGI
4.72%

PH vs SPGI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PH
+11.05%
SPGI
-1.33%
3M
Winner
PH
+4.72%
SPGI
-3.46%
6M
Winner
PH
+10.28%
SPGI
-18.53%
1Y
Winner
PH
+47.41%
SPGI
-17.57%
5Y(CAGR)
Winner
PH
+29.33%
SPGI
+1.86%
10Y(CAGR)
Winner
PH
+25.75%
SPGI
+15.48%
Max(CAGR)
Winner
PH
+15.80%
SPGI
+12.97%

PH vs SPGI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPHSPGI
2026+7.07%-19.48%
2025+40.98%+6.25%
2024+40.20%+15.02%
2023+60.37%+32.70%
2022-6.27%-26.71%
2021+21.15%+42.73%
2020+32.18%+19.31%
2019+39.59%+62.35%
2018-24.11%+2.14%
2017+42.32%+58.06%
2016+48.04%+14.96%
2015-23.21%+12.67%
2014+3.09%+16.12%
2013+49.36%+43.14%
2012+10.03%+27.94%
2011-11.34%+26.04%
2010+60.87%+11.66%
2009+21.91%+40.74%
2008-39.32%-44.27%
2007+48.77%-33.74%
2006+16.77%+32.51%
2005-10.49%+16.27%
2004+28.70%+33.74%
2003+26.73%+14.58%
2002+1.25%+3.22%
2001+6.07%+9.19%
2000-8.05%N/A
1999+16.37%N/A

PH vs SPGI Drawdown Comparison

The maximum drawdown for PH was -66.91%, occurring on Mar 9, 2009. Recovery took 640 trading sessions.

The maximum drawdown for SPGI was -74.69%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.

The current PH drawdown is -6.61%. The current SPGI drawdown is -26.56%.

RankPHSPGI
#1-66.91%
May 13, 2008 - Nov 24, 2010
-74.69%
Jun 4, 2007 - Jul 22, 2013
#2-54.68%
Feb 20, 2020 - Sep 2, 2020
-39.77%
Dec 15, 2021 - Jul 11, 2024
#3-38.25%
Jan 7, 2000 - Feb 25, 2002
-38.13%
Feb 19, 2020 - May 18, 2020
#4-37.65%
Apr 26, 2011 - Feb 12, 2013
-30.48%
Aug 14, 2025 - Feb 11, 2026
#5-36.06%
Mar 12, 2002 - Nov 6, 2003
-29.48%
May 17, 2001 - Nov 24, 2003
#6-33.37%
Nov 25, 2014 - Nov 9, 2016
-25.58%
Jul 25, 2018 - Apr 2, 2019
#7-31.96%
Jan 19, 2018 - Dec 11, 2019
-24.86%
Mar 20, 2015 - Apr 27, 2016
#8-29.15%
Nov 8, 2007 - May 13, 2008
-19.25%
Feb 18, 2025 - Jul 31, 2025
#9-28.63%
Nov 12, 2021 - Feb 1, 2023
-18.99%
Sep 2, 2020 - Apr 16, 2021
#10-26.79%
Nov 11, 2024 - Jul 2, 2025
-17.31%
Mar 16, 2006 - Oct 5, 2006
#11-26.37%
Dec 1, 2004 - Feb 1, 2006
-15.44%
Sep 21, 2016 - Feb 15, 2017
#12-20.18%
Jun 10, 2014 - Nov 7, 2014
-15.43%
Mar 4, 2005 - Aug 11, 2005
#13-19.34%
Feb 24, 2026 - Jun 1, 2026
-13.25%
Feb 5, 2001 - Apr 18, 2001
#14-18.68%
May 5, 2006 - Feb 2, 2007
-12.40%
Feb 8, 2007 - May 11, 2007
#15-15.92%
Mar 8, 2023 - Jun 13, 2023
-12.26%
Mar 10, 2014 - May 30, 2014

Correlation

Correlation between PH and SPGI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

PH vs SPGI dividend yield comparison.

YearPHSPGI
20260.40%0.47%
20250.80%0.73%
20241.00%0.73%
20231.25%0.82%
20221.73%0.99%
20211.25%0.65%
20201.29%0.82%
20191.65%0.84%
20181.97%1.18%
20171.32%0.97%
20161.80%1.34%
20152.60%1.34%
20141.61%1.35%
20131.38%1.43%
20121.90%6.44%
20111.88%2.22%
20101.24%2.58%
20091.86%2.69%
20082.16%3.79%
20071.02%1.87%
20061.27%0.80%
20051.30%1.28%
20041.00%1.31%
20031.28%1.54%
20021.56%1.69%
20011.57%1.61%
20001.54%0.00%
19990.33%0.00%

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