Expeditors International of Washington, Inc. (EXPD)vsPACCAR Inc (PCAR)
EXPD
Expeditors International of Washington, Inc.
$192.60
+1.73%
INDUSTRIALS · Cap: $24.17B
PCAR
PACCAR Inc
$122.73
+0.13%
INDUSTRIALS · Cap: $64.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 131% more annual revenue ($27.82B vs $12.04B). PCAR leads profitability with a 9.0% profit margin vs 7.6%. PCAR appears more attractively valued with a PEG of 1.00. EXPD earns a higher WallStSmart Score of 66/100 (B-).
EXPD
Strong Buy66
out of 100
Grade: B-
PCAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-62.6%
Fair Value
$99.58
Current Price
$192.60
$93.02 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
Every $100 of equity generates 43 in profit
Revenue surging 32.1% year-over-year
Earnings expanding 51.5% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Trading at 11.8x book value
7.6% margin — thin
Expensive relative to growth rate
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPD
The strongest argument for EXPD centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 32.1% 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 : EXPD
The primary concerns for EXPD are P/E Ratio, Price/Book, Profit Margin.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
EXPD profiles as a hypergrowth stock while PCAR is a value play — different risk/reward profiles.
EXPD carries more volatility with a beta of 1.06 — expect wider price swings.
EXPD is growing revenue faster at 32.1% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Bottom Line
EXPD scores higher overall (66/100 vs 54/100) and 32.1% 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.
Expeditors International of Washington, Inc.
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Expeditors (Expeditors International of Washington) is an American worldwide logistics and freight forwarding company headquartered in Seattle, Washington.
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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