WallStSmart

Norfolk Southern Corporation (NSC)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 122% more annual revenue ($27.82B vs $12.54B). NSC leads profitability with a 21.0% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.00. NSC earns a higher WallStSmart Score of 59/100 (C).

NSC

Buy

59

out of 100

Grade: C

Growth: 3.3Profit: 8.0Value: 4.3Quality: 4.0
Piotroski: 5/9Altman Z: 1.30

PCAR

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 6.0Value: 5.3Quality: 7.0
Piotroski: 2/9Altman Z: 2.57
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NSC.

PCARSignificantly Overvalued (-43.2%)

Margin of Safety

-43.2%

Fair Value

$85.69

Current Price

$122.73

$37.04 premium

UndervaluedFair: $85.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NSC3 strengths · Avg: 9.3/10
Operating MarginProfitability
35.3%10/10

Strong operational efficiency at 35.3%

Market CapQuality
$71.94B9/10

Large-cap with strong market position

Profit MarginProfitability
21.0%9/10

Keeps 21 of every $100 in revenue as profit

PCAR2 strengths · Avg: 8.5/10
Market CapQuality
$64.60B9/10

Large-cap with strong market position

PEG RatioValuation
1.008/10

Growing faster than its price suggests

Areas to Watch

NSC4 concerns · Avg: 2.8/10
P/E RatioValuation
27.3x4/10

Moderate valuation

Debt/EquityHealth
1.023/10

Elevated debt levels

PEG RatioValuation
3.822/10

Expensive relative to growth rate

EPS GrowthGrowth
-4.4%2/10

Earnings declined 4.4%

PCAR4 concerns · Avg: 3.8/10
P/E RatioValuation
25.8x4/10

Moderate valuation

Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

EPS GrowthGrowth
4.2%4/10

4.2% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : NSC

The strongest argument for NSC centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 21.0% and operating margin at 35.3%. Revenue growth of 11.4% 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 : NSC

The primary concerns for NSC are P/E Ratio, Debt/Equity, PEG Ratio.

Bear Case : PCAR

The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

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

NSC carries more volatility with a beta of 1.27 — expect wider price swings.

NSC is growing revenue faster at 11.4% — sustainability is the question.

NSC generates stronger free cash flow (615M), providing more financial flexibility.

Bottom Line

NSC scores higher overall (59/100 vs 54/100), backed by strong 21.0% margins and 11.4% 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.

Norfolk Southern Corporation

INDUSTRIALS · RAILROADS · USA

The Norfolk Southern Railway is a Class I freight railroad in the United States, and is the current name of the former Southern Railway. With headquarters in Atlanta, Georgia, the company operates 19,420 route miles (31,250 km) in 22 eastern states, the District of Columbia, and has rights in Canada over the Albany to Montreal route of the Canadian Pacific Railway, and previously on CN from Buffalo to St. Thomas.

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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