WallStSmart

PACCAR Inc (PCAR)vsConstruction Partners Inc (ROAD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 700% more annual revenue ($27.82B vs $3.48B). PCAR leads profitability with a 9.0% profit margin vs 4.1%. PCAR appears more attractively valued with a PEG of 1.00. ROAD earns a higher WallStSmart Score of 62/100 (C+).

PCAR

Buy

54

out of 100

Grade: C-

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

ROAD

Buy

62

out of 100

Grade: C+

Growth: 9.3Profit: 5.5Value: 3.3Quality: 5.0
Piotroski: 3/9Altman Z: 1.64
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PCARSignificantly Overvalued (-36.8%)

Margin of Safety

-36.8%

Fair Value

$85.78

Current Price

$116.06

$30.28 premium

UndervaluedFair: $85.78Overvalued
ROADSignificantly Overvalued (-61.5%)

Margin of Safety

-61.5%

Fair Value

$83.08

Current Price

$94.33

$11.25 premium

UndervaluedFair: $83.08Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

ROAD2 strengths · Avg: 8.0/10
Revenue GrowthGrowth
28.2%8/10

Revenue surging 28.2% year-over-year

EPS GrowthGrowth
34.2%8/10

Earnings expanding 34.2% YoY

Areas to Watch

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

ROAD4 concerns · Avg: 3.8/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

P/E RatioValuation
38.5x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.644/10

Distress zone — elevated risk

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : ROAD

The strongest argument for ROAD centers on Revenue Growth, EPS Growth. Revenue growth of 28.2% demonstrates continued momentum.

Bear Case : PCAR

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

Bear Case : ROAD

The primary concerns for ROAD are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.82 is elevated, increasing financial risk. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

PCAR profiles as a value stock while ROAD is a growth play — different risk/reward profiles.

PCAR carries more volatility with a beta of 0.97 — expect wider price swings.

ROAD is growing revenue faster at 28.2% — sustainability is the question.

PCAR generates stronger free cash flow (309M), providing more financial flexibility.

Bottom Line

ROAD scores higher overall (62/100 vs 54/100) and 28.2% 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.

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.

Construction Partners Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Construction Partners, Inc., a civil infrastructure company, is engaged in the construction and maintenance of highways in Alabama, Florida, Georgia, North Carolina, and South Carolina. The company is headquartered in Dothan, Alabama.

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