Now Inc (DNOW)vsPACCAR Inc (PCAR)
DNOW
Now Inc
$15.65
+1.16%
INDUSTRIALS · Cap: $2.91B
PCAR
PACCAR Inc
$122.73
+0.13%
INDUSTRIALS · Cap: $64.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 581% more annual revenue ($27.82B vs $4.08B). PCAR leads profitability with a 9.0% profit margin vs -4.6%. DNOW earns a higher WallStSmart Score of 56/100 (C).
DNOW
Buy56
out of 100
Grade: C
PCAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.2%
Fair Value
$18.24
Current Price
$15.65
$2.59 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
Reasonable price relative to book value
Revenue surging 108.1% year-over-year
Earnings expanding 90.5% YoY
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Distress zone — elevated risk
Operating margin of 1.1%
Weak financial health signals
ROE of -6.6% — below average capital efficiency
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DNOW
The strongest argument for DNOW centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 108.1% 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 : DNOW
The primary concerns for DNOW are Altman Z-Score, Operating Margin, Piotroski F-Score.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
DNOW profiles as a hypergrowth stock while PCAR is a value play — different risk/reward profiles.
PCAR carries more volatility with a beta of 0.97 — expect wider price swings.
DNOW is growing revenue faster at 108.1% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Bottom Line
DNOW scores higher overall (56/100 vs 54/100) and 108.1% revenue growth. Both earn "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.
Now Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
NOW Inc. distributes downstream power and industrial products for oil refining, chemical processing, LNG terminals, power generation services, and industrial manufacturing operations in the United States, Canada, and internationally. The company is headquartered in Houston, Texas.
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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