WallStSmart

Global Industrial Co (GIC)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 1914% more annual revenue ($27.78B vs $1.38B). PCAR leads profitability with a 8.9% profit margin vs 5.2%. GIC appears more attractively valued with a PEG of 1.04. GIC earns a higher WallStSmart Score of 65/100 (C+).

GIC

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 5.3Quality: 7.3
Piotroski: 5/9Altman Z: 4.63

PCAR

Buy

52

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

GICSignificantly Overvalued (-30.4%)

Margin of Safety

-30.4%

Fair Value

$25.19

Current Price

$33.11

$7.92 premium

UndervaluedFair: $25.19Overvalued
PCARSignificantly Overvalued (-24.7%)

Margin of Safety

-24.7%

Fair Value

$103.83

Current Price

$118.80

$14.97 premium

UndervaluedFair: $103.83Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GIC4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
4.6310/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
24.2%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
35.4%8/10

Earnings expanding 35.4% YoY

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$62.52B9/10

Large-cap with strong market position

Areas to Watch

GIC2 concerns · Avg: 3.0/10
Market CapQuality
$1.25B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

PCAR3 concerns · Avg: 3.0/10
P/E RatioValuation
25.3x4/10

Moderate valuation

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 : GIC

The strongest argument for GIC centers on Altman Z-Score, Return on Equity, P/E Ratio. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.18 suggests the stock is reasonably priced for its growth.

Bear Case : GIC

The primary concerns for GIC are Market Cap, Profit Margin.

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 1.06 — expect wider price swings.

GIC is growing revenue faster at 14.3% — sustainability is the question.

PCAR generates stronger free cash flow (778M), providing more financial flexibility.

Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GIC scores higher overall (65/100 vs 52/100) and 14.3% 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.

Global Industrial Co

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Global Industrial Company, is a direct marketer of branded and private label industrial and commercial equipment and supplies in North America. The company is headquartered in Port Washington, New York.

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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