WallStSmart

Hayward Holdings Inc (HAYW)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 2283% more annual revenue ($27.82B vs $1.17B). HAYW leads profitability with a 13.8% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.00. HAYW earns a higher WallStSmart Score of 65/100 (B-).

HAYW

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 5.7Quality: 8.0
Piotroski: 5/9Altman Z: 1.84

PCAR

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 6.0Value: 5.3Quality: 7.0
Piotroski: 2/9Altman Z: 2.57
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for HAYW.

PCARSignificantly Overvalued (-43.2%)

Margin of Safety

-43.2%

Fair Value

$85.69

Current Price

$122.86

$37.17 premium

UndervaluedFair: $85.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HAYW3 strengths · Avg: 8.7/10
Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.1%8/10

Strong operational efficiency at 24.1%

PCAR2 strengths · Avg: 8.5/10
Market CapQuality
$64.60B9/10

Large-cap with strong market position

PEG RatioValuation
1.008/10

Growing faster than its price suggests

Areas to Watch

HAYW1 concerns · Avg: 4.0/10
Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

PCAR4 concerns · Avg: 3.8/10
P/E RatioValuation
25.8x4/10

Moderate valuation

Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

EPS GrowthGrowth
4.2%4/10

4.2% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : HAYW

The strongest argument for HAYW centers on Debt/Equity, Price/Book, Operating Margin. PEG of 1.17 suggests the stock is reasonably priced for its growth.

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 : HAYW

The primary concerns for HAYW are Altman Z-Score.

Bear Case : PCAR

The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

HAYW carries more volatility with a beta of 1.10 — expect wider price swings.

HAYW is growing revenue faster at 6.3% — sustainability is the question.

HAYW generates stronger free cash flow (312M), providing more financial flexibility.

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

Bottom Line

HAYW scores higher overall (65/100 vs 54/100). 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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