WallStSmart

PACCAR Inc (PCAR)vsParker-Hannifin Corporation (PH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 29% more annual revenue ($27.82B vs $21.50B). PH leads profitability with a 17.0% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.00. PH earns a higher WallStSmart Score of 60/100 (C).

PCAR

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 6.0Value: 5.3Quality: 7.0
Piotroski: 2/9Altman Z: 2.57

PH

Buy

60

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 3.7Quality: 6.5
Piotroski: 6/9Altman Z: 2.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PCARSignificantly Overvalued (-36.8%)

Margin of Safety

-36.8%

Fair Value

$85.78

Current Price

$114.73

$28.95 premium

UndervaluedFair: $85.78Overvalued

Intrinsic value data unavailable for PH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PCAR3 strengths · Avg: 8.3/10
Market CapQuality
$64.60B9/10

Large-cap with strong market position

PEG RatioValuation
1.008/10

Growing faster than its price suggests

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

PH4 strengths · Avg: 8.5/10
Market CapQuality
$119.77B9/10

Large-cap with strong market position

Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
23.5%8/10

Strong operational efficiency at 23.5%

Free Cash FlowQuality
$1.56B8/10

Generating 1.6B in free cash flow

Areas to Watch

PCAR4 concerns · Avg: 3.8/10
P/E RatioValuation
25.8x4/10

Moderate valuation

Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

EPS GrowthGrowth
4.2%4/10

4.2% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PH2 concerns · Avg: 3.0/10
P/E RatioValuation
32.8x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
3.132/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap, PEG Ratio, Price/Book. PEG of 1.00 suggests the stock is reasonably priced for its growth.

Bull Case : PH

The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.0% and operating margin at 23.5%.

Bear Case : PCAR

The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.

Bear Case : PH

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

Key Dynamics to Monitor

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

PH carries more volatility with a beta of 1.12 — expect wider price swings.

PH is growing revenue faster at 9.8% — sustainability is the question.

PH generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

PH scores higher overall (60/100 vs 54/100), backed by strong 17.0% 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.

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.

Parker-Hannifin Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.

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