McKesson Corporation (MCK)vsPACCAR Inc (PCAR)
MCK
McKesson Corporation
$881.94
+0.56%
HEALTHCARE · Cap: $109.34B
PCAR
PACCAR Inc
$115.80
+1.29%
INDUSTRIALS · Cap: $58.51B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 1299% more annual revenue ($397.96B vs $28.44B). MCK leads profitability with a 109.0% profit margin vs 8.3%. MCK appears more attractively valued with a PEG of 1.08. MCK earns a higher WallStSmart Score of 57/100 (C).
MCK
Buy57
out of 100
Grade: C
PCAR
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.2%
Fair Value
$1621.15
Current Price
$881.94
$739.21 discount
Margin of Safety
-327.9%
Fair Value
$30.26
Current Price
$115.80
$85.54 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 109 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 38.0% YoY
Generating 1.1B in free cash flow
Large-cap with strong market position
Areas to Watch
Moderate valuation
ROE of 0.0% — below average capital efficiency
Operating margin of 1.6%
Weak financial health signals
Revenue declined 13.7%
Earnings declined 35.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : MCK
The strongest argument for MCK centers on Profit Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 109.0% and operating margin at 1.6%. Revenue growth of 11.4% demonstrates continued momentum.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.13 suggests the stock is reasonably priced for its growth.
Bear Case : MCK
The primary concerns for MCK are P/E Ratio, Return on Equity, Operating Margin.
Bear Case : PCAR
The primary concerns for PCAR are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MCK profiles as a mature stock while PCAR is a value play — different risk/reward profiles.
PCAR carries more volatility with a beta of 1.05 — expect wider price swings.
MCK is growing revenue faster at 11.4% — sustainability is the question.
MCK generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
MCK scores higher overall (57/100 vs 46/100), backed by strong 109.0% margins and 11.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
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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