CSX Corporation (CSX)vsPACCAR Inc (PCAR)
CSX
CSX Corporation
$48.95
-0.18%
INDUSTRIALS · Cap: $90.68B
PCAR
PACCAR Inc
$122.73
+0.13%
INDUSTRIALS · Cap: $64.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 92% more annual revenue ($27.82B vs $14.51B). CSX leads profitability with a 22.2% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.00. CSX earns a higher WallStSmart Score of 71/100 (B).
CSX
Strong Buy71
out of 100
Grade: B
PCAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.0%
Fair Value
$71.94
Current Price
$48.95
$22.99 discount
Margin of Safety
-43.2%
Fair Value
$85.69
Current Price
$122.73
$37.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 38.4%
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Keeps 22 of every $100 in revenue as profit
Earnings expanding 22.7% YoY
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CSX
The strongest argument for CSX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 22.2% and operating margin at 38.4%. Revenue growth of 10.1% demonstrates continued momentum.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : CSX
The primary concerns for CSX are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CSX profiles as a mature stock while PCAR is a value play — different risk/reward profiles.
CSX carries more volatility with a beta of 1.21 — expect wider price swings.
CSX is growing revenue faster at 10.1% — sustainability is the question.
CSX generates stronger free cash flow (751M), providing more financial flexibility.
Bottom Line
CSX scores higher overall (71/100 vs 54/100), backed by strong 22.2% margins and 10.1% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CSX Corporation
INDUSTRIALS · RAILROADS · USA
CSX Corporation is an American holding company focused on rail transportation and real estate in North America, among other industries. Based in Richmond, Virginia, USA after the merger, in 2003 the CSX Corporation headquarters moved to Jacksonville, Florida.
Visit Website →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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