PACCAR Inc (PCAR)vsU-Haul Holding Company (UHAL-B)
PCAR
PACCAR Inc
$118.80
+0.56%
INDUSTRIALS · Cap: $62.52B
UHAL-B
U-Haul Holding Company
$47.69
+0.72%
INDUSTRIALS · Cap: $9.41B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 363% more annual revenue ($27.78B vs $6.00B). PCAR leads profitability with a 8.9% profit margin vs 2.1%. PCAR trades at a lower P/E of 25.3x. PCAR earns a higher WallStSmart Score of 52/100 (C-).
PCAR
Buy52
out of 100
Grade: C-
UHAL-B
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.7%
Fair Value
$103.83
Current Price
$118.80
$14.97 premium
Margin of Safety
+48.1%
Fair Value
$86.28
Current Price
$47.69
$38.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Operating margin of 2.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 104.2x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
UHAL-B carries more volatility with a beta of 1.11 — expect wider price swings.
UHAL-B is growing revenue faster at 1.9% — sustainability is the question.
PCAR generates stronger free cash flow (778M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PCAR scores higher overall (52/100 vs 36/100). UHAL-B offers better value entry with a 48.1% margin of safety. 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.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
U-Haul Holding Company, a subsidiary of AMERCO, is a prominent provider of storage and transportation solutions across North America, specializing in a wide variety of rental trucks, trailers, and self-storage facilities. With a strong brand reputation and an extensive network, the company caters to a diverse clientele, including individual households and commercial entities. U-Haul's dedication to affordability and customer satisfaction, coupled with strategic investments in technology and operational efficiencies, positions it for sustained growth in the competitive do-it-yourself moving sector. As an industry leader, U-Haul is well-positioned to benefit from the rising consumer demand for flexible and accessible moving solutions.
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