WallStSmart

Kinder Morgan Inc (KMI)vsPACCAR Inc (PCAR)

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Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 59% more annual revenue ($27.78B vs $17.52B). KMI leads profitability with a 18.9% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.19. KMI earns a higher WallStSmart Score of 64/100 (C+).

KMI

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 3.3Quality: 4.5
Piotroski: 4/9

PCAR

Buy

54

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

KMISignificantly Overvalued (-29.1%)

Margin of Safety

-29.1%

Fair Value

$24.36

Current Price

$31.41

$7.05 premium

UndervaluedFair: $24.36Overvalued
PCARSignificantly Overvalued (-24.4%)

Margin of Safety

-24.4%

Fair Value

$104.06

Current Price

$114.31

$10.25 premium

UndervaluedFair: $104.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KMI4 strengths · Avg: 8.3/10
Market CapQuality
$70.13B9/10

Large-cap with strong market position

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.9%8/10

Strong operational efficiency at 29.9%

EPS GrowthGrowth
36.0%8/10

Earnings expanding 36.0% YoY

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$60.02B9/10

Large-cap with strong market position

Areas to Watch

KMI1 concerns · Avg: 2.0/10
PEG RatioValuation
3.872/10

Expensive relative to growth rate

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 : KMI

The strongest argument for KMI centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 29.9%. Revenue growth of 13.8% demonstrates continued momentum.

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.19 suggests the stock is reasonably priced for its growth.

Bear Case : KMI

The primary concerns for KMI are PEG Ratio.

Bear Case : PCAR

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

Key Dynamics to Monitor

KMI profiles as a mature stock while PCAR is a value play — different risk/reward profiles.

PCAR carries more volatility with a beta of 1.03 — expect wider price swings.

KMI is growing revenue faster at 13.8% — sustainability is the question.

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

Bottom Line

KMI scores higher overall (64/100 vs 54/100), backed by strong 18.9% margins and 13.8% 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.

Kinder Morgan Inc

ENERGY · OIL & GAS MIDSTREAM · USA

Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.

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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