PACCAR Inc (PCAR)vsTimken Company (TKR)
PCAR
PACCAR Inc
$118.07
+1.83%
INDUSTRIALS · Cap: $59.41B
TKR
Timken Company
$131.83
-1.37%
INDUSTRIALS · Cap: $9.52B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 494% more annual revenue ($27.78B vs $4.67B). PCAR leads profitability with a 8.9% profit margin vs 6.6%. PCAR appears more attractively valued with a PEG of 1.12. TKR earns a higher WallStSmart Score of 59/100 (C).
PCAR
Buy56
out of 100
Grade: C
TKR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.6%
Fair Value
$84.77
Current Price
$118.06
$33.30 premium
Intrinsic value data unavailable for TKR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 26.1% YoY
Areas to Watch
Weak financial health signals
Revenue declined 8.9%
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.6% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : TKR
The strongest argument for TKR centers on Price/Book, EPS Growth.
Bear Case : PCAR
The primary concerns for PCAR are Piotroski F-Score, Revenue Growth.
Bear Case : TKR
The primary concerns for TKR are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
TKR carries more volatility with a beta of 1.23 — expect wider price swings.
TKR is growing revenue faster at 8.0% — 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
TKR scores higher overall (59/100 vs 56/100). 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.
Timken Company
INDUSTRIALS · TOOLS & ACCESSORIES · USA
The Timken Company designs, manufactures and manages engineered bearings and power transmission products and services globally. The company is headquartered in North Canton, Ohio.
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