Limbach Holdings Inc (LMB)vsPACCAR Inc (PCAR)
LMB
Limbach Holdings Inc
$99.17
-0.60%
INDUSTRIALS · Cap: $1.18B
PCAR
PACCAR Inc
$116.08
-2.29%
INDUSTRIALS · Cap: $62.52B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 4195% more annual revenue ($27.78B vs $646.80M). PCAR leads profitability with a 8.9% profit margin vs 6.0%. PCAR appears more attractively valued with a PEG of 1.18. LMB earns a higher WallStSmart Score of 61/100 (C+).
LMB
Buy61
out of 100
Grade: C+
PCAR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.0%
Fair Value
$68.57
Current Price
$99.17
$30.60 premium
Margin of Safety
-24.6%
Fair Value
$103.92
Current Price
$116.08
$12.16 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Every $100 of equity generates 22 in profit
Earnings expanding 23.9% YoY
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
6.0% margin — thin
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : LMB
The strongest argument for LMB centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 30.1% 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 : LMB
The primary concerns for LMB are PEG Ratio, P/E Ratio, Market Cap.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
LMB profiles as a hypergrowth stock while PCAR is a value play — different risk/reward profiles.
LMB carries more volatility with a beta of 1.43 — expect wider price swings.
LMB is growing revenue faster at 30.1% — sustainability is the question.
PCAR generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
LMB scores higher overall (61/100 vs 52/100) and 30.1% 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.
Limbach Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Limbach Holdings, Inc. is an integrated building systems solutions company in the United States. The company is headquartered in Pittsburgh, Pennsylvania.
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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