PACCAR Inc (PCAR)vsUnion Pacific Corporation (UNP)
PCAR
PACCAR Inc
$122.86
+0.11%
INDUSTRIALS · Cap: $64.60B
UNP
Union Pacific Corporation
$284.40
+0.25%
INDUSTRIALS · Cap: $168.96B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 9% more annual revenue ($27.82B vs $25.41B). UNP leads profitability with a 28.8% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.00. UNP earns a higher WallStSmart Score of 66/100 (B-).
PCAR
Buy54
out of 100
Grade: C-
UNP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.2%
Fair Value
$85.69
Current Price
$122.86
$37.17 premium
Intrinsic value data unavailable for UNP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Every $100 of equity generates 35 in profit
Strong operational efficiency at 41.0%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 2.2B in free cash flow
Areas to Watch
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Trading at 8.7x book value
Elevated debt levels
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 : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 28.8% and operating margin at 41.0%. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Debt/Equity, PEG Ratio. Debt-to-equity of 1.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
PCAR profiles as a value stock while UNP is a mature play — different risk/reward profiles.
PCAR carries more volatility with a beta of 0.97 — expect wider price swings.
UNP is growing revenue faster at 11.5% — sustainability is the question.
UNP generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
UNP scores higher overall (66/100 vs 54/100), backed by strong 28.8% margins and 11.5% revenue growth. Both earn "Strong 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.
Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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