PACCAR Inc (PCAR)vsTFI International Inc (TFII)
PCAR
PACCAR Inc
$133.76
-0.08%
INDUSTRIALS · Cap: $69.00B
TFII
TFI International Inc
$141.03
-4.55%
INDUSTRIALS · Cap: $12.14B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 242% more annual revenue ($27.78B vs $8.12B). PCAR leads profitability with a 8.9% profit margin vs 4.1%. PCAR trades at a lower P/E of 26.9x. TFII earns a higher WallStSmart Score of 54/100 (C-).
PCAR
Buy54
out of 100
Grade: C-
TFII
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-62.2%
Fair Value
$85.20
Current Price
$133.76
$48.56 premium
Intrinsic value data unavailable for TFII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Earnings expanding 41.0% YoY
Areas to Watch
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : TFII
The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Bear Case : TFII
The primary concerns for TFII are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 40.7x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
TFII carries more volatility with a beta of 1.48 — expect wider price swings.
TFII is growing revenue faster at 12.4% — sustainability is the question.
PCAR generates stronger free cash flow (825M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PCAR scores higher overall (54/100 vs 54/100). 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.
TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?