PACCAR Inc (PCAR)vsSterling Infrastructure, Inc. (STRL)
PCAR
PACCAR Inc
$133.34
-1.93%
INDUSTRIALS · Cap: $69.00B
STRL
Sterling Infrastructure, Inc.
$541.62
-11.42%
INDUSTRIALS · Cap: $18.31B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 863% more annual revenue ($27.78B vs $2.88B). STRL leads profitability with a 12.0% profit margin vs 8.9%. STRL appears more attractively valued with a PEG of 1.02. STRL earns a higher WallStSmart Score of 72/100 (B).
PCAR
Buy54
out of 100
Grade: C-
STRL
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-62.2%
Fair Value
$85.20
Current Price
$133.34
$48.14 premium
Intrinsic value data unavailable for STRL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 91.6% year-over-year
Earnings expanding 141.4% YoY
Every $100 of equity generates 29 in profit
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
Trading at 14.0x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : STRL
The strongest argument for STRL centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 91.6% demonstrates continued momentum. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Bear Case : STRL
The primary concerns for STRL are Price/Book, P/E Ratio. A P/E of 53.2x leaves little room for execution misses.
Key Dynamics to Monitor
PCAR profiles as a value stock while STRL is a growth play — different risk/reward profiles.
STRL carries more volatility with a beta of 1.83 — expect wider price swings.
STRL is growing revenue faster at 91.6% — sustainability is the question.
PCAR generates stronger free cash flow (825M), providing more financial flexibility.
Bottom Line
STRL scores higher overall (72/100 vs 54/100) and 91.6% revenue growth. Both earn "Strong 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.
Sterling Infrastructure, Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Sterling Construction Company, Inc., a construction company, engages in residential construction, specialty services, and heavy civil activities primarily in the southern United States, the Rocky Mountain states, California, and Hawaii. The company is headquartered in The Woodlands, Texas.
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