PACCAR Inc (PCAR)vsTrinity Industries Inc (TRN)
PCAR
PACCAR Inc
$102.74
+0.81%
INDUSTRIALS · Cap: $53.66B
TRN
Trinity Industries Inc
$30.50
+3.53%
INDUSTRIALS · Cap: $2.26B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 1324% more annual revenue ($29.08B vs $2.04B). TRN leads profitability with a 16.6% profit margin vs 9.5%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 75/100 (B).
PCAR
Strong Buy71
out of 100
Grade: B
TRN
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.5%
Fair Value
$89.78
Current Price
$102.74
$12.96 premium
Margin of Safety
-78.8%
Fair Value
$17.72
Current Price
$30.50
$12.78 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
Attractively priced relative to earnings
Earnings expanding 620.0% YoY
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Revenue declined 4.2%
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
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 : TRN
The strongest argument for TRN centers on P/E Ratio, EPS Growth, Return on Equity. Profitability is solid with margins at 16.6% and operating margin at 12.1%. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : PCAR
The primary concerns for PCAR are Piotroski F-Score.
Bear Case : TRN
The primary concerns for TRN are Revenue Growth, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
PCAR profiles as a growth stock while TRN is a declining play — different risk/reward profiles.
TRN carries more volatility with a beta of 1.35 — expect wider price swings.
PCAR is growing revenue faster at 19.0% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Bottom Line
TRN scores higher overall (75/100 vs 71/100), backed by strong 16.6% margins. Both earn "Strong Buy" and "Strong 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.
Trinity Industries Inc
INDUSTRIALS · RAILROADS · USA
Trinity Industries, Inc. provides rail transportation products and services in North America. The company is headquartered in Dallas, Texas.
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