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PH vs SPY

Comparison between Parker-Hannifin Corp (PH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePH has outperformed SPY, delivering a return of +30.8% compared to +13.3%

PH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
PH
$126B
Winner
SPY
$781B
Expense Ratio
PH
N/A
SPY
0.09%
Max Drawdown
PH
67.66%
Winner
SPY
56.47%
Sharpe Ratio
Winner
PH
1.66
SPY
1.42
5Y Beta
PH
1.18
Winner
SPY
1.00
Industry
PH
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
PH
35.94
Winner
SPY
26.48
Forward P/E
PH
29.07
Winner
SPY
20.90
PEG Ratio
PH
2.14
Winner
SPY
0.30
Dividend Yield
PH
0.73%
SPY
N/A
5Y Dividends CAGR
Winner
PH
20.18%
SPY
6.00%
5Y EPS CAGR
PH
20.17%
Winner
SPY
26.40%
Debt to Equity
Winner
PH
0.00%
SPY
48.17%
Free Cash Flow Yield
PH
2.92%
SPY
N/A
P/S Ratio
PH
5.99
Winner
SPY
3.72
P/B Ratio
PH
8.57
Winner
SPY
5.55

PH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PH
+12.15%
SPY
+3.42%
3M
Winner
PH
+21.36%
SPY
+5.97%
6M
PH
+10.22%
Winner
SPY
+12.56%
1Y
Winner
PH
+49.33%
SPY
+23.65%
5Y(CAGR)
Winner
PH
+30.84%
SPY
+13.33%
10Y(CAGR)
Winner
PH
+26.14%
SPY
+15.34%
Max(CAGR)
Winner
PH
+16.23%
SPY
+8.61%

PH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPHSPY
2026+20.62%+13.79%
2025+40.98%+18.00%
2024+40.20%+25.59%
2023+60.37%+26.72%
2022-6.27%-18.64%
2021+21.15%+30.52%
2020+32.18%+17.28%
2019+39.59%+31.09%
2018-24.11%-5.24%
2017+42.32%+20.78%
2016+48.04%+13.59%
2015-23.21%+1.31%
2014+3.09%+14.56%
2013+49.36%+29.00%
2012+10.03%+14.17%
2011-11.34%+0.85%
2010+60.87%+13.14%
2009+21.91%+22.67%
2008-39.32%-36.25%
2007+48.77%+5.32%
2006+16.77%+13.85%
2005-10.49%+5.32%
2004+28.70%+10.75%
2003+26.73%+24.18%
2002+1.25%-22.42%
2001+6.07%-10.13%
2000-8.05%-8.84%
1999+16.37%+8.61%

PH vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

RankPHSPY
#1-66.91%
May 13, 2008 - Nov 24, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-54.68%
Feb 20, 2020 - Sep 2, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.25%
Jan 7, 2000 - Feb 25, 2002		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-37.65%
Apr 26, 2011 - Feb 12, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-36.06%
Mar 12, 2002 - Nov 6, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-33.37%
Nov 25, 2014 - Nov 9, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-31.96%
Jan 19, 2018 - Dec 11, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-29.15%
Nov 8, 2007 - May 13, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-28.63%
Nov 12, 2021 - Feb 1, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-26.79%
Nov 11, 2024 - Jul 2, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-26.37%
Dec 1, 2004 - Feb 1, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-20.18%
Jun 10, 2014 - Nov 7, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-19.34%
Feb 24, 2026 - Aug 6, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-18.68%
May 5, 2006 - Feb 2, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-15.92%
Mar 8, 2023 - Jun 13, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PH and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

PH vs SPY dividend yield comparison.

YearPHSPY
20260.35%0.48%
20250.80%1.07%
20241.00%1.21%
20231.25%1.40%
20221.73%1.65%
20211.25%1.20%
20201.29%1.52%
20191.65%1.75%
20181.97%2.04%
20171.32%1.80%
20161.80%2.03%
20152.60%2.06%
20141.61%1.87%
20131.38%1.81%
20121.90%2.18%
20111.88%2.05%
20101.24%1.80%
20091.86%1.95%
20082.16%3.02%
20071.02%1.85%
20061.27%1.73%
20051.30%1.73%
20041.00%1.82%
20031.28%1.47%
20021.56%1.70%
20011.57%1.25%
20001.54%1.15%
19990.33%0.24%

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