PACCAR Inc (PCAR)vsSchneider National Inc (SNDR)
PCAR
PACCAR Inc
$122.86
+0.11%
INDUSTRIALS · Cap: $64.60B
SNDR
Schneider National Inc
$34.13
-0.06%
INDUSTRIALS · Cap: $5.92B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 378% more annual revenue ($27.82B vs $5.82B). PCAR leads profitability with a 9.0% profit margin vs 1.9%. PCAR appears more attractively valued with a PEG of 1.00. SNDR earns a higher WallStSmart Score of 55/100 (C-).
PCAR
Buy54
out of 100
Grade: C-
SNDR
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.2%
Fair Value
$85.69
Current Price
$122.86
$37.17 premium
Margin of Safety
-32.7%
Fair Value
$25.44
Current Price
$34.13
$8.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 40.0% YoY
Areas to Watch
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
ROE of 3.2% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book, EPS Growth. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Bear Case : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 54.4x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNDR carries more volatility with a beta of 1.18 — expect wider price swings.
SNDR is growing revenue faster at 10.4% — 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
SNDR scores higher overall (55/100 vs 54/100) and 10.4% 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.
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.
Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
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