Bloom Energy Corp (BE)vsPACCAR Inc (PCAR)
BE
Bloom Energy Corp
$229.94
-2.66%
INDUSTRIALS · Cap: $67.18B
PCAR
PACCAR Inc
$130.79
+0.05%
INDUSTRIALS · Cap: $71.56B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 793% more annual revenue ($27.82B vs $3.11B). PCAR leads profitability with a 9.0% profit margin vs 7.9%. BE appears more attractively valued with a PEG of 0.86. BE earns a higher WallStSmart Score of 58/100 (C).
BE
Buy58
out of 100
Grade: C
PCAR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
-53.6%
Fair Value
$85.45
Current Price
$130.79
$45.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 165.5% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Large-cap with strong market position
Areas to Watch
7.9% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 165.5% demonstrates continued momentum. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : BE
The primary concerns for BE are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 300.1x leaves little room for execution misses. Debt-to-equity of 1.74 is elevated, increasing financial risk.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while PCAR is a value play — different risk/reward profiles.
BE carries more volatility with a beta of 3.83 — expect wider price swings.
BE is growing revenue faster at 165.5% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Bottom Line
BE scores higher overall (58/100 vs 52/100) and 165.5% revenue growth. 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.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
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.
Compare with Other ELECTRICAL EQUIPMENT & PARTS Stocks
Want to dig deeper into these stocks?