COMP <GO>
PH vs UNP // 10Y YIELD & FRED MACRO BETA
Parker-Hannifin Corporation (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: PH 3
— UNP 12
▲ 10Y YIELD & FRED MACRO BETA LEADER: UNP
LAST: $899.82 (-3.08%) • MKT CAP: $117.09B
macro-sensitivity
0.88
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
macro-sensitivity
1.03
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PH VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PH | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.90% | 41.00% | -4.10 | UNP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.60% | 20.10% | -3.50 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.2x | 15.3x | +10.90 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 2.85% | 3.06% | -0.21 | UNP | /fcf-yield <GO> |
| Operating Margin | 21.90% | 40.20% | -18.30 | UNP | /operating-margins <GO> |
| Net Profit Margin | 17.80% | 29.10% | -11.30 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | -0.40% | 1.10% | -1.50 | UNP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.74% | 1.80% | -1.06 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.56 | 4.31 | +2.25 | PH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | PH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 7.00% | -0.50 | PH | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 39.8 | 70.0 | -30.24 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.88 | 1.03 | -0.15 | UNP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.9x | 23.3x | +7.60 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $117.09B | $179.42B | -$62.33B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PH REV | UNP REV | PH GROSS % | UNP GROSS % | PH FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $19.85B | $24.51B | 36.9% | 44.0% | $3.34B | $5.50B |
| FY 2024 | $19.93B | $24.25B | 35.8% | 44.0% | $2.98B | $5.89B |
| FY 2023 | $19.07B | $24.12B | 44.0% | 44.0% | $2.12B | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PH // BETA 0.88
UNP // BETA 1.03