CSW Industrials, Inc. (CSW)vsPACCAR Inc (PCAR)
CSW
CSW Industrials, Inc.
$300.71
+3.09%
INDUSTRIALS · Cap: $4.83B
PCAR
PACCAR Inc
$122.73
+0.13%
INDUSTRIALS · Cap: $64.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 2278% more annual revenue ($27.82B vs $1.17B). CSW leads profitability with a 10.3% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.00. CSW earns a higher WallStSmart Score of 64/100 (C+).
CSW
Buy64
out of 100
Grade: C+
PCAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.0%
Fair Value
$188.35
Current Price
$300.71
$112.36 premium
Margin of Safety
-43.2%
Fair Value
$85.69
Current Price
$122.73
$37.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.0% year-over-year
Strong operational efficiency at 22.9%
Earnings expanding 25.1% YoY
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
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 : CSW
The strongest argument for CSW centers on Revenue Growth, Operating Margin, EPS Growth. Revenue growth of 33.0% demonstrates continued momentum.
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.
Bear Case : CSW
The primary concerns for CSW are Altman Z-Score, Piotroski F-Score, PEG Ratio. A P/E of 40.6x leaves little room for execution misses.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CSW profiles as a growth stock while PCAR is a value play — different risk/reward profiles.
PCAR carries more volatility with a beta of 0.97 — expect wider price swings.
CSW is growing revenue faster at 33.0% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Bottom Line
CSW scores higher overall (64/100 vs 54/100) and 33.0% 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.
CSW Industrials, Inc.
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
CSW Industrials, Inc. provides various industrial products in the United States and internationally. The company is headquartered in Dallas, Texas.
Visit Website →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.
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