WallStSmart

Danaher Corporation (DHR)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 16% more annual revenue ($28.44B vs $24.57B). DHR leads profitability with a 14.7% profit margin vs 8.3%. PCAR appears more attractively valued with a PEG of 1.11. DHR earns a higher WallStSmart Score of 60/100 (C).

DHR

Buy

60

out of 100

Grade: C

Growth: 4.0Profit: 6.0Value: 7.3Quality: 6.3
Piotroski: 4/9Altman Z: 2.36

PCAR

Hold

46

out of 100

Grade: D+

Growth: 2.0Profit: 6.0Value: 7.3Quality: 4.5
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DHRSignificantly Overvalued (-38.6%)

Margin of Safety

-38.6%

Fair Value

$135.07

Current Price

$187.15

$52.08 premium

UndervaluedFair: $135.07Overvalued
PCARSignificantly Overvalued (-321.2%)

Margin of Safety

-321.2%

Fair Value

$30.74

Current Price

$116.34

$85.60 premium

UndervaluedFair: $30.74Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DHR4 strengths · Avg: 8.3/10
Market CapQuality
$134.43B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

Free Cash FlowQuality
$1.75B8/10

Generating 1.7B in free cash flow

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$60.90B9/10

Large-cap with strong market position

Areas to Watch

DHR3 concerns · Avg: 3.7/10
P/E RatioValuation
37.7x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

PCAR4 concerns · Avg: 2.8/10
P/E RatioValuation
25.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-13.7%2/10

Revenue declined 13.7%

EPS GrowthGrowth
-35.9%2/10

Earnings declined 35.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : DHR

The strongest argument for DHR centers on Market Cap, Price/Book, Operating Margin. PEG of 1.23 suggests the stock is reasonably priced for its growth.

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.11 suggests the stock is reasonably priced for its growth.

Bear Case : DHR

The primary concerns for DHR are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : PCAR

The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

PCAR carries more volatility with a beta of 1.05 — expect wider price swings.

DHR is growing revenue faster at 4.6% — sustainability is the question.

DHR generates stronger free cash flow (1.7B), providing more financial flexibility.

Monitor DIAGNOSTICS & RESEARCH industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DHR scores higher overall (60/100 vs 46/100). 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.

Danaher Corporation

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Danaher Corporation is an American globally diversified conglomerate with its headquarters in Washington, D.C.. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. The company's 3 platforms are Life Sciences, Diagnostics, and Environmental & Applied Solutions.

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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