Bloom Energy Corp (BE)vsPACCAR Inc (PCAR)
BE
Bloom Energy Corp
$275.01
+9.12%
INDUSTRIALS · Cap: $71.69B
PCAR
PACCAR Inc
$119.60
-0.89%
INDUSTRIALS · Cap: $63.51B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 1034% more annual revenue ($27.78B vs $2.45B). PCAR leads profitability with a 8.9% profit margin vs 0.3%. PCAR appears more attractively valued with a PEG of 1.24. PCAR earns a higher WallStSmart Score of 54/100 (C-).
BE
Hold42
out of 100
Grade: D
PCAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
-42.2%
Fair Value
$84.87
Current Price
$119.60
$34.73 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Large-cap with strong market position
Large-cap with strong market position
Areas to Watch
ROE of 0.7% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Trading at 84.9x book value
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth, Market Cap. Revenue growth of 130.4% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.24 suggests the stock is reasonably priced for its growth.
Bear Case : BE
The primary concerns for BE are Return on Equity, Profit Margin, Piotroski F-Score. Debt-to-equity of 3.01 is elevated, increasing financial risk. Thin 0.3% margins leave little buffer for downturns.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while PCAR is a value play — different risk/reward profiles.
BE carries more volatility with a beta of 3.75 — expect wider price swings.
BE is growing revenue faster at 130.4% — sustainability is the question.
PCAR generates stronger free cash flow (825M), providing more financial flexibility.
Bottom Line
PCAR scores higher overall (54/100 vs 42/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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