Landstar System Inc (LSTR)vsPACCAR Inc (PCAR)
LSTR
Landstar System Inc
$184.59
+1.20%
INDUSTRIALS · Cap: $6.27B
PCAR
PACCAR Inc
$118.80
+0.56%
INDUSTRIALS · Cap: $62.52B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 484% more annual revenue ($27.78B vs $4.76B). PCAR leads profitability with a 8.9% profit margin vs 2.4%. PCAR appears more attractively valued with a PEG of 1.18. PCAR earns a higher WallStSmart Score of 52/100 (C-).
LSTR
Hold41
out of 100
Grade: D
PCAR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.9%
Fair Value
$144.09
Current Price
$184.59
$40.50 premium
Margin of Safety
-24.7%
Fair Value
$103.83
Current Price
$118.80
$14.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
2.4% margin — thin
Operating margin of 2.7%
Weak financial health signals
Premium valuation, high expectations priced in
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : LSTR
The strongest argument for LSTR centers on Debt/Equity, Altman Z-Score. PEG of 1.30 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 : LSTR
The primary concerns for LSTR are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 51.0x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
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.
LSTR is growing revenue faster at -2.9% — sustainability is the question.
PCAR generates stronger free cash flow (778M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PCAR scores higher overall (52/100 vs 41/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Landstar System Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company is headquartered in Jacksonville, Florida.
Visit Website →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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