PACCAR Inc (PCAR)vsUL Solutions Inc. (ULS)
PCAR
PACCAR Inc
$102.29
-0.13%
INDUSTRIALS · Cap: $58.33B
ULS
UL Solutions Inc.
$72.40
+0.28%
INDUSTRIALS · Cap: $14.83B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 784% more annual revenue ($27.82B vs $3.15B). ULS leads profitability with a 16.1% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 0.83. ULS earns a higher WallStSmart Score of 64/100 (C+).
PCAR
Buy56
out of 100
Grade: C
ULS
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.5%
Fair Value
$85.90
Current Price
$102.29
$16.39 premium
Margin of Safety
+8.9%
Fair Value
$79.68
Current Price
$72.40
$7.28 discount
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
Every $100 of equity generates 32 in profit
Earnings expanding 168.9% YoY
Areas to Watch
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Moderate valuation
Trading at 9.2x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : ULS
The strongest argument for ULS centers on Return on Equity, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 18.4%.
Bear Case : PCAR
The primary concerns for PCAR are Revenue Growth, EPS Growth, Piotroski F-Score.
Bear Case : ULS
The primary concerns for ULS are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
PCAR profiles as a value stock while ULS is a mature play — different risk/reward profiles.
PCAR carries more volatility with a beta of 0.99 — expect wider price swings.
ULS is growing revenue faster at 5.2% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Bottom Line
ULS scores higher overall (64/100 vs 56/100), backed by strong 16.1% margins. 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.
UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
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