Stock IdeasNov. 13, 2025 3:42 AM ETParker-Hannifin Corporation (PH) StockPHThe Value InvestorInvesting Group LeaderCommentsSummaryParker-Hannifin has become an industrial powerhouse in recent years.Its strong track record includes successful acquisitions, integrations, deleveraging, and margin improvements, while maintaining balance sheet integrity and being a net buyer of its shares.Shares have risen to highs around $865 per share, while leverage will increase to 3 times following its latest deal, and earnings multiples come in close to 30 times earnings.While the Filtration Group deal is attractive on a sales multiple basis in combination with synergy potential, high valuation and margins limit near-term investment opportunity despite long-term admiration.JHVEPhoto/iStock Editorial via Getty ImagesIn July, I concluded that Parker-Hannifin (PH) was adding to its powerhouse with the purchase of Curtis, in what could be best described as a bolt-on deal.The company has rightfully commanded premium valuationsMore on my IG serviceIf you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!This article was written byThe Value Investor27.32K FollowersThe Value Investor has a Master of Science with specialization in financial markets and a decade of experience tracking companies via catalytic company events. As the leader of the investing group Value In Corporate Events they provide members with opportunities to capitalize on IPOs, mergers & acquisitions, earnings reports and changes in corporate capital allocation. Coverage includes 10 major events a month with an eye towards finding the best opportunities. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments