WallStSmart

Hayward Holdings Inc (HAYW)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 2319% more annual revenue ($27.78B vs $1.15B). HAYW leads profitability with a 14.0% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.18. HAYW earns a higher WallStSmart Score of 67/100 (B-).

HAYW

Strong Buy

67

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 4.0Quality: 6.8
Piotroski: 5/9Altman Z: 1.69

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

HAYWSignificantly Overvalued (-30.7%)

Margin of Safety

-30.7%

Fair Value

$12.93

Current Price

$14.90

$1.97 premium

UndervaluedFair: $12.93Overvalued
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

HAYW2 strengths · Avg: 9.0/10
EPS GrowthGrowth
79.1%10/10

Earnings expanding 79.1% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

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

Large-cap with strong market position

Areas to Watch

HAYW3 concerns · Avg: 3.3/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.694/10

Distress zone — elevated risk

Free Cash FlowQuality
$-35.84M2/10

Negative free cash flow — burning cash

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 : HAYW

The strongest argument for HAYW centers on EPS Growth, Price/Book. Revenue growth of 11.5% demonstrates continued momentum.

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 : HAYW

The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.

Bear Case : PCAR

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

Key Dynamics to Monitor

HAYW carries more volatility with a beta of 1.18 — expect wider price swings.

HAYW is growing revenue faster at 11.5% — sustainability is the question.

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

Monitor ELECTRICAL EQUIPMENT & PARTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HAYW scores higher overall (67/100 vs 52/100) and 11.5% 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.

Hayward Holdings Inc

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.

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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