PACCAR Inc (PCAR)vsRXO Inc. (RXO)
PCAR
PACCAR Inc
$101.98
-2.41%
INDUSTRIALS · Cap: $53.66B
RXO
RXO Inc.
$27.60
-1.00%
INDUSTRIALS · Cap: $4.56B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 378% more annual revenue ($29.08B vs $6.09B). PCAR leads profitability with a 9.5% profit margin vs -1.7%. PCAR appears more attractively valued with a PEG of 0.73. PCAR earns a higher WallStSmart Score of 71/100 (B).
PCAR
Strong Buy71
out of 100
Grade: B
RXO
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.5%
Fair Value
$89.78
Current Price
$101.98
$12.20 premium
Margin of Safety
-33.1%
Fair Value
$12.27
Current Price
$27.60
$15.33 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
19.0% revenue growth
Earnings expanding 43.6% YoY
Reasonable price relative to book value
Revenue surging 25.0% year-over-year
Areas to Watch
Weak financial health signals
Operating margin of 0.7%
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Earnings declined 93.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bull Case : RXO
The strongest argument for RXO centers on Price/Book, Revenue Growth. Revenue growth of 25.0% demonstrates continued momentum.
Bear Case : PCAR
The primary concerns for PCAR are Piotroski F-Score.
Bear Case : RXO
The primary concerns for RXO are Operating Margin, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
RXO carries more volatility with a beta of 1.99 — expect wider price swings.
RXO is growing revenue faster at 25.0% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PCAR scores higher overall (71/100 vs 41/100) and 19.0% revenue growth. Both earn "Strong 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.
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.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading entity in the transportation and logistics sector, specializing in advanced freight solutions across North America. Leveraging innovative technology and data analytics, RXO significantly improves supply chain efficiency and cost-effectiveness for a diverse clientele. The company's unwavering focus on sustainability and continuous innovation enhances its operational prowess and competitive stature in a dynamic logistics landscape. With a robust network and strategic alliances, RXO is strategically positioned to meet the evolving needs of the industry, representing a promising opportunity for institutional investors looking for growth in logistics.
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