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 +24.0% compared to +13.3%
PH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PH
$114B
Winner
SPY
$652B
Expense Ratio
PH
N/A
SPY
0.09%
Max Drawdown
PH
67.66%
Winner
SPY
56.47%
Sharpe Ratio
PH
1.41
Winner
SPY
2.07
5Y Beta
PH
1.28
Winner
SPY
1.00
Industry
PH
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
PH
32.54
Winner
SPY
28.24
Forward P/E
PH
26.53
Winner
SPY
21.85
PEG Ratio
PH
1.94
SPY
N/A
Dividend Yield
PH
0.81%
SPY
N/A
5Y Dividends CAGR
Winner
PH
20.18%
SPY
5.43%
5Y EPS CAGR
PH
20.17%
Winner
SPY
25.79%
Debt to Equity
Winner
PH
0.00%
SPY
22.35%
Free Cash Flow Yield
PH
3.23%
SPY
N/A
P/S Ratio
PH
5.42
Winner
SPY
3.55
P/B Ratio
PH
7.49
Winner
SPY
5.29
PH vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PH
-8.82%
Winner
SPY
+9.11%
3M
PH
-10.02%
Winner
SPY
+6.59%
6M
PH
+4.55%
Winner
SPY
+10.56%
1Y
Winner
PH
+38.57%
SPY
+32.04%
5Y(CAGR)
Winner
PH
+24.02%
SPY
+13.35%
10Y(CAGR)
Winner
PH
+24.87%
SPY
+15.49%
Max(CAGR)
Winner
PH
+15.52%
SPY
+8.50%
PH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PH | SPY |
|---|---|---|
| 2026 | -1.29% | +8.27% |
| 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.
The current PH drawdown is -13.90%.
| Rank | PH | SPY |
|---|---|---|
| #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 | -18.68% May 5, 2006 - Feb 2, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -15.92% Mar 8, 2023 - Jun 13, 2023 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.79% Feb 24, 2026 - Mar 30, 2026 | -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.
| Year | PH | SPY |
|---|---|---|
| 2026 | 0.43% | 0.24% |
| 2025 | 0.80% | 1.07% |
| 2024 | 1.00% | 1.21% |
| 2023 | 1.25% | 1.40% |
| 2022 | 1.73% | 1.65% |
| 2021 | 1.25% | 1.20% |
| 2020 | 1.29% | 1.52% |
| 2019 | 1.65% | 1.75% |
| 2018 | 1.97% | 2.04% |
| 2017 | 1.32% | 1.80% |
| 2016 | 1.80% | 2.03% |
| 2015 | 2.60% | 2.06% |
| 2014 | 1.61% | 1.87% |
| 2013 | 1.38% | 1.81% |
| 2012 | 1.90% | 2.18% |
| 2011 | 1.88% | 2.05% |
| 2010 | 1.24% | 1.80% |
| 2009 | 1.86% | 1.95% |
| 2008 | 2.16% | 3.02% |
| 2007 | 1.02% | 1.85% |
| 2006 | 1.27% | 1.73% |
| 2005 | 1.30% | 1.73% |
| 2004 | 1.00% | 1.82% |
| 2003 | 1.28% | 1.47% |
| 2002 | 1.56% | 1.70% |
| 2001 | 1.57% | 1.25% |
| 2000 | 1.54% | 1.15% |
| 1999 | 0.33% | 0.24% |
Select Stocks to Compare
Popular: PH vs SPY
More Comparisons
Compare with similar stocks