WallStSmart

PACCAR Inc (PCAR)vsAdvanced Drainage Systems Inc (WMS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 763% more annual revenue ($27.82B vs $3.22B). WMS leads profitability with a 14.0% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.00. WMS earns a higher WallStSmart Score of 70/100 (B).

PCAR

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 6.0Value: 5.3Quality: 7.0
Piotroski: 2/9Altman Z: 2.57

WMS

Strong Buy

70

out of 100

Grade: B

Growth: 6.0Profit: 8.0Value: 4.7Quality: 6.0
Piotroski: 1/9Altman Z: 2.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PCARSignificantly Overvalued (-36.8%)

Margin of Safety

-36.8%

Fair Value

$85.78

Current Price

$116.06

$30.28 premium

UndervaluedFair: $85.78Overvalued
WMSSignificantly Overvalued (-68.2%)

Margin of Safety

-68.2%

Fair Value

$102.98

Current Price

$126.05

$23.07 premium

UndervaluedFair: $102.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PCAR2 strengths · Avg: 8.5/10
Market CapQuality
$64.60B9/10

Large-cap with strong market position

PEG RatioValuation
1.008/10

Growing faster than its price suggests

WMS3 strengths · Avg: 8.3/10
Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

Operating MarginProfitability
26.3%8/10

Strong operational efficiency at 26.3%

Revenue GrowthGrowth
20.6%8/10

Revenue surging 20.6% year-over-year

Areas to Watch

PCAR4 concerns · Avg: 3.8/10
P/E RatioValuation
25.8x4/10

Moderate valuation

Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

EPS GrowthGrowth
4.2%4/10

4.2% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

WMS1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : WMS

The strongest argument for WMS centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bear Case : PCAR

The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.

Bear Case : WMS

The primary concerns for WMS are Piotroski F-Score.

Key Dynamics to Monitor

PCAR profiles as a value stock while WMS is a growth play — different risk/reward profiles.

WMS carries more volatility with a beta of 1.28 — expect wider price swings.

WMS is growing revenue faster at 20.6% — sustainability is the question.

PCAR generates stronger free cash flow (309M), providing more financial flexibility.

Bottom Line

WMS scores higher overall (70/100 vs 54/100) and 20.6% 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.

Advanced Drainage Systems Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.

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