JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$29,368
Day
+0.48%
ITD
+14.22%
vs S&P
+3.70%
Snapshot
May 29, 2026
Friday close

PH Parker-Hannifin

Industrials · Core

Composite over time

Score log

DateCompositeTierSectorModel
2026-03-31 7.97 pass Industrials claude-opus-4-7

Latest metric breakdown

MetricScoreSourceNote
Valuation 8.7 auto P/E 35.1
Liquidity 6.9 auto Current ratio 1.18
Growth 6.8 auto Revenue growth 9.1%
Profitability 8.5 auto Net margin 17.3%
Efficiency 9.6 auto ROE 25.8%
Leadership Tenure 8.2 ai CEO Jenny Parmentier took the helm in January 2023 after long tenure at Parker-Hannifin, succeeding Tom Williams who served as CEO from 2015-2023; deep internal bench and orderly succession reflect the company's strong continuity culture.
Ownership Alignment 4.3 auto Insider holding 0.19%
Strategic Vision 8.1 ai Clear 'Win Strategy 3.0' framework focused on motion & control technologies, with Meggitt acquisition pivoting toward higher-margin aerospace (~30%+ of revenue) and clean technology/electrification adjacencies providing a coherent multi-decade roadmap.
Focus / Clarity 8.3 ai Tightly focused on motion and control technologies across two segments (Diversified Industrial and Aerospace Systems), with disciplined portfolio shaping post-Meggitt and divestiture of non-core assets reinforcing the pure-play industrial motion thesis.
Diversification 9.0 ai Highly diversified with ~$20B revenue across industrial, aerospace, mobile, and process markets, ~450,000 SKUs, multi-region exposure (~45% international), and no single customer concentration — a textbook diversified industrial.
Maturity / Revenue 9.2 ai Revenue $20.5B
Growth Potential 7.8 ai Multiple structural tailwinds — aerospace aftermarket supercycle post-Meggitt, electrification, clean technology, factory automation, and defense — supporting mid-to-high single-digit organic growth with margin expansion runway and rerating potential as aerospace mix grows.
Volatility 6.6 auto β 1.25 · D/E 68.92
Market Standing 8.8 auto Market cap $121.5B
Competitive Moat 8.4 ai Top global player in motion & control with massive installed base, deep MRO/aftermarket lock-in (especially in aerospace post-Meggitt), unmatched 450K+ SKU breadth, distributor network of ~13,000 partners, and high switching costs in mission-critical hydraulics, pneumatics, and filtration.