WallStSmart

PACCAR Inc (PCAR)vsWaste Connections Inc (WCN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 189% more annual revenue ($27.78B vs $9.61B). WCN leads profitability with a 11.0% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.18. PCAR earns a higher WallStSmart Score of 52/100 (C-).

PCAR

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 1/9

WCN

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 6.5Value: 4.0Quality: 3.8
Piotroski: 2/9Altman Z: 1.44
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PCARSignificantly Overvalued (-24.7%)

Margin of Safety

-24.7%

Fair Value

$103.83

Current Price

$118.80

$14.97 premium

UndervaluedFair: $103.83Overvalued
WCNFair Value (-1.3%)

Margin of Safety

-1.3%

Fair Value

$169.53

Current Price

$164.72

$4.81 premium

UndervaluedFair: $169.53Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$62.52B9/10

Large-cap with strong market position

WCN0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

PCAR3 concerns · Avg: 3.0/10
P/E RatioValuation
25.3x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-8.9%2/10

Revenue declined 8.9%

WCN4 concerns · Avg: 2.8/10
PEG RatioValuation
1.774/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
40.0x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.18 suggests the stock is reasonably priced for its growth.

Bull Case : WCN

WCN has a balanced fundamental profile.

Bear Case : PCAR

The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.

Bear Case : WCN

The primary concerns for WCN are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 40.0x leaves little room for execution misses.

Key Dynamics to Monitor

PCAR carries more volatility with a beta of 1.06 — expect wider price swings.

WCN is growing revenue faster at 6.4% — sustainability is the question.

PCAR generates stronger free cash flow (778M), providing more financial flexibility.

Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PCAR scores higher overall (52/100 vs 49/100). Both earn "Buy" and "Hold" 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.

Waste Connections Inc

INDUSTRIALS · WASTE MANAGEMENT · USA

Waste Connections, Inc. provides waste collection, transfer, disposal and recycling services in the United States and Canada. The company is headquartered in Vaughan, Canada.

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