PACCAR Inc (PCAR)vsParker-Hannifin Corporation (PH)
PCAR
PACCAR Inc
$116.34
+0.47%
INDUSTRIALS · Cap: $60.90B
PH
Parker-Hannifin Corporation
$921.56
-0.33%
INDUSTRIALS · Cap: $116.70B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 39% more annual revenue ($28.44B vs $20.46B). PH leads profitability with a 17.3% profit margin vs 8.3%. PCAR appears more attractively valued with a PEG of 1.11. PH earns a higher WallStSmart Score of 54/100 (C-).
PCAR
Hold46
out of 100
Grade: D+
PH
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-321.2%
Fair Value
$30.74
Current Price
$116.34
$85.60 premium
Margin of Safety
-435.1%
Fair Value
$186.12
Current Price
$921.56
$735.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Strong operational efficiency at 21.7%
Areas to Watch
Moderate valuation
Weak financial health signals
Revenue declined 13.7%
Earnings declined 35.9%
Premium valuation, high expectations priced in
Trading at 8.1x book value
Expensive relative to growth rate
Earnings declined 9.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : PH
The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.3% and operating margin at 21.7%.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Bear Case : PH
The primary concerns for PH are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
PCAR profiles as a value stock while PH is a mature play — different risk/reward profiles.
PH carries more volatility with a beta of 1.22 — expect wider price swings.
PH is growing revenue faster at 9.1% — sustainability is the question.
PCAR generates stronger free cash flow (778M), providing more financial flexibility.
Bottom Line
PH scores higher overall (54/100 vs 46/100), backed by strong 17.3% margins. 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.
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.
Parker-Hannifin Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.
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