PACCAR Inc (PCAR)vsThermon Group Holdings Inc (THR)
PCAR
PACCAR Inc
$116.78
-2.78%
INDUSTRIALS · Cap: $63.52B
THR
Thermon Group Holdings Inc
$61.14
0.00%
INDUSTRIALS · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 5080% more annual revenue ($27.78B vs $536.26M). PCAR leads profitability with a 8.9% profit margin vs 8.3%. THR appears more attractively valued with a PEG of 0.98. PCAR earns a higher WallStSmart Score of 54/100 (C-).
PCAR
Buy54
out of 100
Grade: C-
THR
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.2%
Fair Value
$84.87
Current Price
$116.78
$31.91 premium
Margin of Safety
-66.4%
Fair Value
$31.64
Current Price
$61.14
$29.50 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
Premium valuation, high expectations priced in
Earnings declined 83.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bull Case : THR
The strongest argument for THR centers on Altman Z-Score, Debt/Equity, PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.98 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 : THR
The primary concerns for THR are P/E Ratio, EPS Growth. A P/E of 45.0x leaves little room for execution misses.
Key Dynamics to Monitor
PCAR carries more volatility with a beta of 0.99 — expect wider price swings.
THR is growing revenue faster at 10.6% — sustainability is the question.
PCAR generates stronger free cash flow (825M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PCAR scores higher overall (54/100 vs 50/100). 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.
Thermon Group Holdings Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Thermon Group Holdings, Inc. provides industrial process heating solutions designed for process industries globally. The company is headquartered in Austin, Texas.
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