WallStSmart

MasTec Inc (MTZ)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 94% more annual revenue ($27.78B vs $14.30B). PCAR leads profitability with a 8.9% profit margin vs 2.8%. PCAR appears more attractively valued with a PEG of 1.18. MTZ earns a higher WallStSmart Score of 53/100 (C-).

MTZ

Buy

53

out of 100

Grade: C-

Growth: 8.7Profit: 5.5Value: 2.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.59

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

MTZSignificantly Overvalued (-50.2%)

Margin of Safety

-50.2%

Fair Value

$176.42

Current Price

$394.05

$217.63 premium

UndervaluedFair: $176.42Overvalued
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

MTZ2 strengths · Avg: 9.0/10
EPS GrowthGrowth
92.8%10/10

Earnings expanding 92.8% YoY

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

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

Large-cap with strong market position

Areas to Watch

MTZ4 concerns · Avg: 3.3/10
PEG RatioValuation
2.284/10

Expensive relative to growth rate

Price/BookValuation
9.4x4/10

Trading at 9.4x book value

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

P/E RatioValuation
72.9x2/10

Premium valuation, high expectations priced in

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 : MTZ

The strongest argument for MTZ centers on EPS Growth, Revenue Growth. Revenue growth of 15.8% 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 : MTZ

The primary concerns for MTZ are PEG Ratio, Price/Book, Profit Margin. A P/E of 72.9x leaves little room for execution misses. Thin 2.8% 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

MTZ profiles as a growth stock while PCAR is a value play — different risk/reward profiles.

MTZ carries more volatility with a beta of 1.80 — expect wider price swings.

MTZ is growing revenue faster at 15.8% — sustainability is the question.

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

Bottom Line

MTZ scores higher overall (53/100 vs 52/100) and 15.8% 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.

MasTec Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.

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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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