WallStSmart

Mayville Engineering Co Inc (MEC)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 4983% more annual revenue ($27.78B vs $546.49M). PCAR leads profitability with a 8.9% profit margin vs -1.5%. PCAR earns a higher WallStSmart Score of 52/100 (C-).

MEC

Hold

40

out of 100

Grade: F

Growth: 4.0Profit: 2.5Value: 6.0Quality: 5.5
Piotroski: 3/9Altman Z: 2.34

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

MECUndervalued (+29.8%)

Margin of Safety

+29.8%

Fair Value

$30.84

Current Price

$22.81

$8.03 discount

UndervaluedFair: $30.84Overvalued
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

MEC1 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

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

MEC4 concerns · Avg: 2.8/10
Market CapQuality
$443.14M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.023/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-3.3%2/10

ROE of -3.3% — below average capital efficiency

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 : MEC

The strongest argument for MEC centers on Price/Book. Revenue growth of 10.7% 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 : MEC

The primary concerns for MEC are Market Cap, Debt/Equity, Piotroski F-Score.

Bear Case : PCAR

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

Key Dynamics to Monitor

MEC profiles as a turnaround stock while PCAR is a value play — different risk/reward profiles.

MEC carries more volatility with a beta of 1.13 — expect wider price swings.

MEC is growing revenue faster at 10.7% — sustainability is the question.

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

Bottom Line

PCAR scores higher overall (52/100 vs 40/100). MEC offers better value entry with a 29.8% margin of safety. 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.

Mayville Engineering Co Inc

INDUSTRIALS · METAL FABRICATION · USA

Mayville Engineering Company, Inc., is a contract manufacturer serving medium-duty and heavy commercial vehicles, construction and access equipment, motorsports, agriculture, military, and other end markets in the United States. The company is headquartered in Mayville, Wisconsin.

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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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