PACCAR Inc (PCAR)vsUnited Rentals Inc (URI)
PCAR
PACCAR Inc
$118.14
-1.23%
INDUSTRIALS · Cap: $62.52B
URI
United Rentals Inc
$952.13
-1.10%
INDUSTRIALS · Cap: $60.13B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 70% more annual revenue ($27.78B vs $16.36B). URI leads profitability with a 15.3% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.18. URI earns a higher WallStSmart Score of 64/100 (C+).
PCAR
Buy52
out of 100
Grade: C-
URI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.7%
Fair Value
$103.83
Current Price
$118.14
$14.31 premium
Intrinsic value data unavailable for URI.
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 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
Moderate valuation
Weak financial health signals
Revenue declined 8.9%
Expensive relative to growth rate
Grey zone — moderate risk
Weak financial health signals
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 : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 23.1%.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.
Bear Case : URI
The primary concerns for URI are PEG Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
PCAR profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.68 — expect wider price swings.
URI is growing revenue faster at 7.2% — sustainability is the question.
PCAR generates stronger free cash flow (778M), providing more financial flexibility.
Bottom Line
URI scores higher overall (64/100 vs 52/100), backed by strong 15.3% margins. 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.
United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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