Emerson Electric Co vs Parker-Hannifin Corp

Emerson Electric Co (EMR) is overvalued and Parker-Hannifin Corp (PH) is overvalued.

Both trade above our estimate of their intrinsic value. EMR is the closer of the two: -51%, against -88% for PH.

Values as of the 22 Sept 2026 close.

Emerson Electric Co (EMR)

Discounting its cash flows at 10.0% (average of 3 methods) values the shares at $102.12; the price of $154.19 is 51% above that value, and 73% of that value comes from beyond year five.

Leak Score 51/100 on 9 of 12 signals

Parker-Hannifin Corp (PH)

Discounting its cash flows at 10.2% (average of 3 methods) values the shares at $514.00; the price of $964.85 is 88% above that value, and 72% of that value comes from beyond year five.

Leak Score 73/100 on 10 of 12 signals

MetricEMRPH
VerdictOvervaluedOvervalued
Price$154.19$964.85
Intrinsic value$102.12$514.00
Margin of safety-51%-88%
Leak Score51/100 (9/12)73/100 (10/12)
Market cap$86.0B$121.7B
Revenue growth, 5 years1.4%8.4%
Operating margin20.6%21.9%
Net margin13.8%17.0%
Return on equity12.8%25.1%
Debt to equity0.680.57
P/E33.7x33.9x
Forward P/E21.2x24.9x
P/B4.2x7.9x
Dividend yield1.4%0.8%

All stocks in Specialty Industrial Machinery