WallStSmart

Griffon Corporation (GFF)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 995% more annual revenue ($27.78B vs $2.54B). PCAR leads profitability with a 8.9% profit margin vs 1.8%. GFF appears more attractively valued with a PEG of 0.54. GFF earns a higher WallStSmart Score of 55/100 (C).

GFF

Buy

55

out of 100

Grade: C

Growth: 2.7Profit: 7.5Value: 5.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.25

PCAR

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GFF.

PCARSignificantly Overvalued (-24.5%)

Margin of Safety

-24.5%

Fair Value

$103.99

Current Price

$114.31

$10.32 premium

UndervaluedFair: $103.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GFF2 strengths · Avg: 8.5/10
Return on EquityProfitability
26.5%9/10

Every $100 of equity generates 27 in profit

PEG RatioValuation
0.548/10

Growing faster than its price suggests

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$60.02B9/10

Large-cap with strong market position

Areas to Watch

GFF4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

P/E RatioValuation
89.8x2/10

Premium valuation, high expectations priced in

Price/BookValuation
37.6x2/10

Trading at 37.6x book value

PCAR2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-8.9%2/10

Revenue declined 8.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : GFF

The strongest argument for GFF centers on Return on Equity, PEG Ratio. PEG of 0.54 suggests the stock is reasonably priced for its growth.

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.19 suggests the stock is reasonably priced for its growth.

Bear Case : GFF

The primary concerns for GFF are Revenue Growth, Profit Margin, P/E Ratio. A P/E of 89.8x leaves little room for execution misses. Debt-to-equity of 15.68 is elevated, increasing financial risk.

Bear Case : PCAR

The primary concerns for PCAR are Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

GFF carries more volatility with a beta of 1.42 — expect wider price swings.

GFF is growing revenue faster at 2.6% — sustainability is the question.

PCAR generates stronger free cash flow (825M), providing more financial flexibility.

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GFF scores higher overall (55/100 vs 54/100). 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.

Griffon Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Griffon Corporation engages in the consumer and professional products, home and construction products, and defense electronics businesses primarily in the United States, Europe, Canada, Australia, the United Kingdom, Mexico, and China. The company is headquartered in New York, New York.

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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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