WallStSmart

Owens Corning Inc (OC)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 175% more annual revenue ($27.78B vs $10.10B). PCAR leads profitability with a 8.9% profit margin vs -5.2%. PCAR appears more attractively valued with a PEG of 1.18. PCAR earns a higher WallStSmart Score of 52/100 (C-).

OC

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 4.0Value: 6.3Quality: 4.0
Piotroski: 2/9Altman Z: 1.17

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

OCUndervalued (+55.0%)

Margin of Safety

+55.0%

Fair Value

$307.93

Current Price

$121.18

$186.75 discount

UndervaluedFair: $307.93Overvalued
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

OC2 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
31.2%8/10

Earnings expanding 31.2% YoY

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

Large-cap with strong market position

Areas to Watch

OC4 concerns · Avg: 3.0/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

Debt/EquityHealth
1.273/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-4.2%2/10

ROE of -4.2% — 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 : OC

The strongest argument for OC centers on Price/Book, EPS 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 : OC

The primary concerns for OC are PEG Ratio, 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

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

OC carries more volatility with a beta of 1.34 — expect wider price swings.

PCAR is growing revenue faster at -8.9% — sustainability is the question.

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

Bottom Line

PCAR scores higher overall (52/100 vs 51/100). OC offers better value entry with a 55.0% margin of safety. 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.

Owens Corning Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Owens Corning manufactures and markets a range of fiberglass, roofing and insulation composites in the United States, Canada, Europe, Asia Pacific and internationally. The company is headquartered in Toledo, Ohio.

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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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