WallStSmart

Espey Mfg & Electronics Corp (ESP)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 67443% more annual revenue ($27.78B vs $41.13M). ESP leads profitability with a 23.4% profit margin vs 8.9%. ESP trades at a lower P/E of 20.5x. PCAR earns a higher WallStSmart Score of 52/100 (C-).

ESP

Buy

50

out of 100

Grade: C-

Growth: 6.7Profit: 8.5Value: 4.3Quality: 5.0

PCAR

Buy

52

out of 100

Grade: C-

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ESPSignificantly Overvalued (-58.3%)

Margin of Safety

-58.3%

Fair Value

$35.74

Current Price

$70.89

$35.15 premium

UndervaluedFair: $35.74Overvalued
PCARSignificantly Overvalued (-24.7%)

Margin of Safety

-24.7%

Fair Value

$103.83

Current Price

$118.80

$14.97 premium

UndervaluedFair: $103.83Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ESP3 strengths · Avg: 8.3/10
Profit MarginProfitability
23.4%9/10

Keeps 23 of every $100 in revenue as profit

Operating MarginProfitability
25.3%8/10

Strong operational efficiency at 25.3%

EPS GrowthGrowth
39.4%8/10

Earnings expanding 39.4% YoY

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

Large-cap with strong market position

Areas to Watch

ESP3 concerns · Avg: 2.3/10
Market CapQuality
$209.49M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-10.8%2/10

Revenue declined 10.8%

Free Cash FlowQuality
$-4.13M2/10

Negative free cash flow — burning cash

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : ESP

The strongest argument for ESP centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 23.4% and operating margin at 25.3%.

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.

Bear Case : ESP

The primary concerns for ESP are Market Cap, Revenue Growth, Free Cash Flow.

Bear Case : PCAR

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

Key Dynamics to Monitor

ESP profiles as a declining stock while PCAR is a value play — different risk/reward profiles.

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

PCAR is growing revenue faster at -8.9% — sustainability is the question.

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

Bottom Line

PCAR scores higher overall (52/100 vs 50/100). 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.

Espey Mfg & Electronics Corp

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Espey Mfg. The company is headquartered in Saratoga Springs, New York.

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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