Gfl Environmental Holdings Inc (GFL)vsPACCAR Inc (PCAR)
GFL
Gfl Environmental Holdings Inc
$40.11
-0.57%
INDUSTRIALS · Cap: $14.56B
PCAR
PACCAR Inc
$118.80
+0.56%
INDUSTRIALS · Cap: $62.52B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 320% more annual revenue ($27.78B vs $6.62B). GFL leads profitability with a 58.0% profit margin vs 8.9%. PCAR trades at a lower P/E of 25.3x. GFL earns a higher WallStSmart Score of 54/100 (C-).
GFL
Buy54
out of 100
Grade: C-
PCAR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.1%
Fair Value
$46.42
Current Price
$40.11
$6.31 discount
Margin of Safety
-24.7%
Fair Value
$103.83
Current Price
$118.80
$14.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 58 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 22.2% YoY
Large-cap with strong market position
Areas to Watch
ROE of 3.3% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : GFL
The strongest argument for GFL centers on Profit Margin, Price/Book, EPS Growth. Profitability is solid with margins at 58.0% and operating margin at 6.4%.
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 : GFL
The primary concerns for GFL are Return on Equity, Debt/Equity, P/E Ratio. A P/E of 98.4x leaves little room for execution misses.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
GFL profiles as a mature 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.
GFL is growing revenue faster at 7.3% — sustainability is the question.
PCAR generates stronger free cash flow (778M), providing more financial flexibility.
Bottom Line
GFL scores higher overall (54/100 vs 52/100), backed by strong 58.0% margins. 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.
Gfl Environmental Holdings Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
GFL Environmental Inc. is a diversified environmental services company in Canada and the United States. The company is headquartered in Vaughan, Canada.
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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