WallStSmart

Generac Holdings Inc (GNRC)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 542% more annual revenue ($27.78B vs $4.33B). PCAR leads profitability with a 8.9% profit margin vs 4.4%. GNRC appears more attractively valued with a PEG of 1.09. GNRC earns a higher WallStSmart Score of 57/100 (C).

GNRC

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 5.0Value: 4.3Quality: 7.0
Piotroski: 3/9Altman Z: 2.49

PCAR

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 6.0Value: 4.7Quality: 6.5
Piotroski: 1/9Altman Z: 2.09
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GNRC.

PCARSignificantly Overvalued (-37.6%)

Margin of Safety

-37.6%

Fair Value

$84.77

Current Price

$118.06

$33.30 premium

UndervaluedFair: $84.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GNRC1 strengths · Avg: 10.0/10
EPS GrowthGrowth
69.9%10/10

Earnings expanding 69.9% YoY

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$59.41B9/10

Large-cap with strong market position

Areas to Watch

GNRC4 concerns · Avg: 2.8/10
Return on EquityProfitability
7.1%3/10

ROE of 7.1% — below average capital efficiency

Profit MarginProfitability
4.4%3/10

4.4% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
82.0x2/10

Premium valuation, high expectations priced in

PCAR2 concerns · Avg: 2.5/10
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 : GNRC

The strongest argument for GNRC centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum. PEG of 1.09 suggests the stock is reasonably priced for its growth.

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.12 suggests the stock is reasonably priced for its growth.

Bear Case : GNRC

The primary concerns for GNRC are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 82.0x leaves little room for execution misses. Thin 4.4% margins leave little buffer for downturns.

Bear Case : PCAR

The primary concerns for PCAR are Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

GNRC carries more volatility with a beta of 1.91 — expect wider price swings.

GNRC is growing revenue faster at 12.4% — sustainability is the question.

PCAR generates stronger free cash flow (825M), providing more financial flexibility.

Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GNRC scores higher overall (57/100 vs 56/100) and 12.4% 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.

Generac Holdings Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Generac Holdings Inc., commonly referred to as Generac, is a Fortune 1000 American manufacturer of backup power generation products for residential, light commercial and industrial markets.

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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