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ATMU vs PH
Which Stock Would AI Choose? Atmus Filtration Technologies (ATMU) vs. Parker-Hannifin (PH) Stock Comparison
Key Takeaways
- Scale contrast: PH is a diversified motion-and-control giant with a market capitalization near $123 billion, while ATMU is a focused filtration specialist valued at roughly $3.7 billion.
- Momentum favors PH: Parker-Hannifin has gained roughly 30% over the past year, while Atmus has been essentially flat over the same stretch and has pulled back noticeably from its early-2026 high.
- Growth profiles differ: PH posted record fiscal 2026 sales with double-digit organic growth, while ATMU delivered steady but more modest single-digit revenue expansion.
- Valuation gap: PH trades at a premium multiple (about 34 times trailing earnings), whereas ATMU is priced near 17 times trailing earnings and carries a higher average analyst price target relative to its share price.
- Exposure differs: PH leans on aerospace and diversified industrial demand, while ATMU is tied to commercial vehicle and industrial replacement cycles plus its relationship with former parent Cummins.
Introduction
Comparing Atmus Filtration Technologies and Parker-Hannifin is, at its core, a study in two very different approaches to the industrial economy. One is a recently independent filtration pure-play still establishing its standalone identity; the other is a century-old diversified industrial conglomerate spanning motion control, hydraulics, and aerospace. For traders and investors, the pairing highlights how scale, sector exposure, and market momentum can diverge sharply even among businesses operating in overlapping industrial markets. This stock comparison examines the relative performance, business drivers, and market positioning of ATMU and PH, offering a balanced view for those weighing a large-cap growth story against a smaller, potentially undervalued specialist.
ATMU Overview and Recent Performance
Atmus Filtration Technologies designs, manufactures, and sells filtration products under the Fleetguard brand, including fuel, lube, air, hydraulic, and coolant filters for commercial vehicles and industrial applications. The company, headquartered in Nashville, was carved out from engine-maker Cummins and serves original equipment manufacturers (OEMs), distributors, and end-users across transportation, agriculture, construction, mining, and power generation.
Fundamentally, Atmus has posted solid results: full-year 2025 sales reached approximately $1.76 billion, up from $1.67 billion a year earlier, with net income near $207 million and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margins around 20%. Yet recent market activity has been weaker. After peaking near $66 in early 2026, the stock has declined into the mid-$40s, leaving it down roughly 14% year-to-date and down about 25% over the past six months. Sentiment has been pressured by concerns about slowing replacement demand in international markets and its ongoing reliance on Cummins and aftermarket cycles, even as analysts maintain comparatively high price targets implying meaningful upside from current levels.
PH Overview and Recent Performance
Parker-Hannifin is a Fortune 250 global leader in motion and control technologies, operating two broad segments: Diversified Industrial and Aerospace Systems. Its products span hydraulics, pneumatics, filtration, electromechanical systems, and aerospace components, giving it exposure across manufacturing, transportation, and defense markets.
The company closed fiscal 2026 with record results. Full-year sales grew about 8% to $21.5 billion, adjusted earnings per share (EPS) rose roughly 18% to $32.31, and orders climbed 19% year over year in the fiscal fourth quarter. Aerospace has been a standout, driven by double-digit growth across commercial OEM and aftermarket channels, while backlog reached a record $12.5 billion. The stock has been a strong performer, up about 30% over the past year and roughly 12% year-to-date, though it has eased from its 52-week high in recent weeks. Management has guided to continued organic growth for fiscal 2027 and raised its long-term adjusted segment operating margin target to 30% by fiscal 2031, supported by pending acquisitions in filtration and aerospace.
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Head-to-Head Comparison
The clearest divide between these two names is diversification versus focus. Parker-Hannifin spreads its risk across two broad segments and dozens of end markets, which has translated into more consistent momentum and a strong multi-year return track record. Atmus is a more concentrated bet on filtration and aftermarket replacement demand, which can produce higher analyst-implied upside but also greater sensitivity to commercial vehicle and industrial cycles.
Growth drivers also diverge. PH is benefiting from a robust aerospace upcycle, record backlog, and margin expansion, while ATMU's growth is more closely tied to replacement demand, emissions-driven filtration requirements, and its distribution network. Risk profiles differ accordingly: PH carries leverage from a history of acquisitions but generates substantial free cash flow, while ATMU holds a higher debt-to-equity ratio relative to its size. On valuation, PH trades at a significant premium multiple reflecting its quality and scale, whereas ATMU trades at a discount that some analysts view as an opportunity but that also reflects near-term demand uncertainty.
Tickeron AI Verdict
Based on observable trend consistency, stability, and catalysts, Tickeron's AI would likely favor PH in the current environment. Parker-Hannifin exhibits stronger and more durable relative performance, record sales and backlog, accelerating orders, and clear margin-expansion catalysts, all characteristics that tend to align with positive momentum signals. ATMU, by contrast, presents a more mixed technical picture with a pronounced recent pullback, even though its valuation and analyst targets suggest potential value. In probabilistic terms, the AI's framework would likely assign a higher confidence score to PH's established uptrend, while treating ATMU as a candidate for mean-reversion or turnaround scenarios rather than a sustained trend.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ATMU is a Buy and PH is a Buy.
PH | ||
|---|---|---|
OUTLOOK RATING 1..100 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 5 | |
SMR RATING 1..100 | 38 | |
PRICE GROWTH RATING 1..100 | 45 | |
P/E GROWTH RATING 1..100 | 22 | |
SEASONALITY SCORE 1..100 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| ATMU | PH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 88% | 2 days ago 76% |
| Stochastic ODDS (%) | 2 days ago 70% | 2 days ago 50% |
| Momentum ODDS (%) | 4 days ago 48% | 2 days ago 73% |
| MACD ODDS (%) | 2 days ago 86% | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 56% |
| TrendMonth ODDS (%) | 2 days ago 68% | 2 days ago 61% |
| Advances ODDS (%) | 10 days ago 75% | 7 days ago 71% |
| Declines ODDS (%) | 2 days ago 57% | 16 days ago 46% |
| BollingerBands ODDS (%) | 2 days ago 77% | 2 days ago 77% |
| Aroon ODDS (%) | 2 days ago 67% | 2 days ago 52% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ATMU’s FA Score shows that 1 FA rating(s) are green while PH’s FA Score has 2 green FA rating(s).
- ATMU’s FA Score: 1 green, 4 red.
- PH’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ATMU’s TA Score shows that 5 TA indicator(s) are bullish while PH’s TA Score has 5 bullish TA indicator(s).
- ATMU’s TA Score: 5 bullish, 3 bearish.
- PH’s TA Score: 5 bullish, 5 bearish.
Price Growth
ATMU (@Auto Parts: OEM) experienced а -3.38% price change this week, while PH (@Industrial Machinery) price change was -1.63% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was -3.17%. For the same industry, the average monthly price growth was -6.53%, and the average quarterly price growth was -7.21%.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -2.57%. For the same industry, the average monthly price growth was -3.37%, and the average quarterly price growth was -4.76%.
Reported Earning Dates
ATMU is expected to report earnings on Nov 06, 2026.
PH is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Auto Parts: OEM (-3.17% weekly)OEM or Original Equipment Manufacturer of auto parts refers to the original producer of a vehicles components, and so OEM car parts are usually identical to the parts used in producing the vehicle in the first place. OEM parts tend to fit the specifications of a particular model, and their compatibility is often guaranteed by the automaker itself. OEM parts could be more expensive to buy (compared to other vendors’ products) when a consumer goes for replacement. However, increased competition from aftermarket parts/third-party vendors could, in some cases, keep EOM prices in check. The industry might progress further in adopting newer technologies like 3D printing to boost supply chain performance and quality. Aptiv PLC, Magna International Inc. and BorgWarner Inc. are major OEMs for autos.
@Industrial Machinery (-2.57% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
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ATMU and
Correlation & Price change
A.I.dvisor indicates that over the last year, ATMU has been closely correlated with PH. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if ATMU jumps, then PH could also see price increases.
| Ticker / NAME | Correlation To ATMU | 1D Price Change % | ||
|---|---|---|---|---|
| ATMU | 100% | -1.18% | ||
| PH - ATMU | 73% Closely correlated | -1.54% | ||
| DOV - ATMU | 69% Closely correlated | -1.40% | ||
| ITT - ATMU | 68% Closely correlated | -1.33% | ||
| CMI - ATMU | 67% Closely correlated | -0.92% | ||
| DCI - ATMU | 67% Closely correlated | -0.31% | ||
More | ||||
PH and
Correlation & Price change
A.I.dvisor indicates that over the last year, PH has been closely correlated with ATMU. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if PH jumps, then ATMU could also see price increases.