WallStSmart

Nordson Corporation (NDSN)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 876% more annual revenue ($27.78B vs $2.85B). NDSN leads profitability with a 18.4% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.18. NDSN earns a higher WallStSmart Score of 65/100 (C+).

NDSN

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 8.5Value: 3.3Quality: 6.3
Piotroski: 5/9Altman Z: 2.70

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

NDSNSignificantly Overvalued (-74.3%)

Margin of Safety

-74.3%

Fair Value

$168.99

Current Price

$280.34

$111.35 premium

UndervaluedFair: $168.99Overvalued
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

NDSN2 strengths · Avg: 8.0/10
Operating MarginProfitability
25.0%8/10

Strong operational efficiency at 25.0%

EPS GrowthGrowth
44.2%8/10

Earnings expanding 44.2% YoY

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

Large-cap with strong market position

Areas to Watch

NDSN2 concerns · Avg: 4.0/10
PEG RatioValuation
1.894/10

Expensive relative to growth rate

P/E RatioValuation
30.4x4/10

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 : NDSN

The strongest argument for NDSN centers on Operating Margin, EPS Growth. Profitability is solid with margins at 18.4% and operating margin at 25.0%.

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 : NDSN

The primary concerns for NDSN are PEG Ratio, P/E Ratio.

Bear Case : PCAR

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

Key Dynamics to Monitor

NDSN profiles as a mature stock while PCAR is a value play — different risk/reward profiles.

PCAR carries more volatility with a beta of 1.06 — expect wider price swings.

NDSN is growing revenue faster at 8.8% — sustainability is the question.

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

Bottom Line

NDSN scores higher overall (65/100 vs 52/100), backed by strong 18.4% margins. 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.

Nordson Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Nordson Corporation designs, manufactures, and markets products and systems for dispensing, applying, and controlling adhesives, coatings, polymers, sealants, biomaterials, and other fluids globally. The company is headquartered in Westlake, Ohio.

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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