WallStSmart

Legence Corp. Class A Common stock (LGN)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 989% more annual revenue ($27.78B vs $2.55B). PCAR leads profitability with a 8.9% profit margin vs -2.3%. PCAR earns a higher WallStSmart Score of 52/100 (C-).

LGN

Avoid

35

out of 100

Grade: F

Growth: 8.0Profit: 3.0Value: 6.7Quality: 4.8
Piotroski: 3/9Altman Z: 1.30

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

LGNUndervalued (+34.0%)

Margin of Safety

+34.0%

Fair Value

$81.29

Current Price

$80.74

$0.55 discount

UndervaluedFair: $81.29Overvalued
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

LGN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.6%10/10

Revenue surging 34.6% year-over-year

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

Large-cap with strong market position

Areas to Watch

LGN4 concerns · Avg: 3.5/10
Price/BookValuation
13.1x4/10

Trading at 13.1x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Operating MarginProfitability
1.2%3/10

Operating margin of 1.2%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : LGN

The strongest argument for LGN centers on Revenue Growth. Revenue growth of 34.6% 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 : LGN

The primary concerns for LGN are Price/Book, EPS Growth, Operating Margin.

Bear Case : PCAR

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

Key Dynamics to Monitor

LGN profiles as a hypergrowth stock while PCAR is a value play — different risk/reward profiles.

LGN is growing revenue faster at 34.6% — sustainability is the question.

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

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PCAR scores higher overall (52/100 vs 35/100). LGN offers better value entry with a 34.0% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Legence Corp. Class A Common stock

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Legence Corp. The company is headquartered in San Jose, California.

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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