PQUS0.910%
as of Sep 1
PH
DefensivePARKER HANNIFIN CORP
Parker-Hannifin Corporation manufactures and sells motion and control technologies and systems for aerospace and defense, in-plant and industrial equipment, transportation, off-highway, energy, and HVAC and refrigeration markets in North America, Europe, Asia Pacific, and Latin America. The company operates through two segments: Diversified Industrial and Aerospace Systems.
Close · 3M
-1.02%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals8
Win rate88% (7/8)
Avg buy return+2.53%
PQUS · Weight decrease · 3d
weight 1.000% → 0.910% (-0.090 pp)·stock up 3.3% in the 30 days before
Aug 30·entry $979.44·now $964.52
-1.52%
since Aug 30
PQUS · Weight decrease · 2d
weight 1.000% → 0.920% (-0.080 pp)·stock up 3.3% in the 30 days before
Aug 29·entry $979.44·now $964.52
-1.52%
since Aug 29
PQUS · Weight decrease · 3d
weight 1.040% → 0.990% (-0.050 pp)·stock up 1.6% in the 30 days before
Aug 22·entry $1014.24·now $964.52
-4.90%
since Aug 22
PQUS · Weight decrease · 2d
weight 1.040% → 1.000% (-0.040 pp)·stock up 1.6% in the 30 days before
Aug 21·entry $1001.74·now $964.52
-3.72%
since Aug 21
PQUS · Weight decrease · 2d
weight 1.050% → 1.030% (-0.020 pp)·stock up 10.2% in the 30 days before
Aug 16·entry $1053.76·now $964.52
-8.47%
since Aug 16
PQUS · Weight increase · 2d
weight 0.860% → 0.890% (+0.030 pp)·stock up 2.8% in the 30 days before
Jul 25·entry $987.31·now $964.52Fresh
-2.31%
since Jul 25
PQUS · Weight increase · 3d
weight 0.810% → 0.860% (+0.050 pp)·stock up 1.6% in the 30 days before
Jul 18·entry $950.79·now $964.52Fresh
+1.44%
since Jul 18
PQUS · Weight increase · 2d
weight 0.810% → 0.850% (+0.040 pp)·stock up 1.6% in the 30 days before
Jul 17·entry $953.21·now $964.52Fresh
+1.19%
since Jul 17
PQUS · Weight decrease · 2d
weight 0.850% → 0.820% (-0.030 pp)·stock up 15.1% in the 30 days before
Jul 3·entry $971.36·now $964.52
-0.70%
since Jul 3
PQUS · Weight increase · 2d
weight 0.810% → 0.840% (+0.030 pp)·stock up 13.1% in the 30 days before
Jun 27·entry $963.79·now $964.52Fresh
+0.08%
since Jun 27
PQUS · Weight increase · 2d
weight 0.760% → 0.800% (+0.040 pp)·stock up 11.8% in the 30 days before
Jun 19·entry $962.14·now $964.52Fresh
+0.25%
since Jun 19
PQUS · Weight increase · 2d
weight 0.790% → 0.840% (+0.050 pp)·stock down 2.3% in the 30 days before
Jun 7·entry $883.14·now $964.52Drifting
+9.21%
since Jun 7
PQUS · Sudden change · 1d
weight 0.450% → 0.790% (+0.340 pp)·stock down 0.1% in the 30 days before
Jun 4·entry $872.23·now $964.52
+10.58%
since Jun 4
PQUS · New entry · 1d
weight 0 → 0.150% (new)·stock down 10.6% in the 30 days before
May 10·entry $874.36·now $964.52Chased
+10.31%
since May 10
AIEQ · Exit · 1d
weight 0.050% → 0 (exited)·stock up 1.3% in the 30 days before
Aug 2·entry $997.52·now $964.52
-3.31%
since Aug 2
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock up 17.1% in the 30 days before
Jul 1·entry $963.81·now $964.52Fresh
+0.07%
since Jul 1
AIEQ · Exit · 1d
weight 1.280% → 0 (exited)·stock down 10.9% in the 30 days before
May 30·entry $823.30·now $964.52
+17.15%
since May 30
AIEQ · Weight decrease · 2d
weight 1.300% → 1.280% (-0.020 pp)·stock down 11.4% in the 30 days before
May 28·entry $852.81·now $964.52
+13.10%
since May 28
AIEQ · Weight decrease · 2d
weight 1.330% → 1.310% (-0.020 pp)·stock down 9.9% in the 30 days before
May 17·entry $858.43·now $964.52
+12.36%
since May 17
+10.31%
since May 10
+11.15%
since May 3
+6.06%
since Apr 30
+11.15%
since May 4
+9.33%
since May 1
+6.06%
since Apr 30
+1.06%
since Apr 22
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Aug 16
The AI ETFs, specifically PQUS showing a weight decrease trend and AIEQ having fully exited, align with the framework's 'Fail' verdict. These actions suggest the AI algorithms may also be sensing an unfavorable risk-reward profile or an lack of attractive valuation at current prices, consistent with the identified absence of a margin of safety.
- Circle of CompetenceAs a diversified leader in motion and control technologies, Parker Hannifin's unit economics appear stable enough to reasonably project future cash flows over a ten-year horizon despite cyclical industry exposure.
- Economic MoatParker Hannifin likely possesses a durable economic moat derived from its extensive product portfolio, global distribution, and high switching costs for its integrated industrial components.
- ManagementWithout detailed information on shareholder communications, capital allocation decisions, and management's ownership stake, an assessment of management quality cannot be made from the provided data.
- Financial HealthWhile the reported current ROE of 25.11% is strong, the absence of 10-year ROE data, operating margin trends, debt structure details, and owner earnings prevents a comprehensive assessment of financial health.
- Margin of SafetyWith a PER of 36.52, PBR of 8.01, and EV/EBITDA of 36.17, the current valuation suggests the market has priced in significant future growth, leaving little to no margin of safety.
Parker Hannifin demonstrates strength in its predictable business model and durable competitive advantages, passing the circle of competence and economic moat stages. However, a comprehensive assessment of management and financial health is not possible with the limited data provided. Crucially, the current high valuation multiples indicate no defensible margin of safety, leading to an overall 'Fail' verdict for the stock within this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.