WallStSmart

PACCAR Inc (PCAR)vsWerner Enterprises Inc (WERN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 805% more annual revenue ($27.78B vs $3.07B). PCAR leads profitability with a 8.9% profit margin vs -0.3%. PCAR appears more attractively valued with a PEG of 1.12. PCAR earns a higher WallStSmart Score of 56/100 (C).

PCAR

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 6.0Value: 4.7Quality: 6.5
Piotroski: 1/9Altman Z: 2.09

WERN

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 3.0Value: 3.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.66
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PCARSignificantly Overvalued (-37.6%)

Margin of Safety

-37.6%

Fair Value

$84.77

Current Price

$118.06

$33.30 premium

UndervaluedFair: $84.77Overvalued
WERNOvervalued (-9.7%)

Margin of Safety

-9.7%

Fair Value

$31.41

Current Price

$43.46

$12.05 premium

UndervaluedFair: $31.41Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$59.41B9/10

Large-cap with strong market position

WERN2 strengths · Avg: 9.0/10
EPS GrowthGrowth
380.0%10/10

Earnings expanding 380.0% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

PCAR2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-8.9%2/10

Revenue declined 8.9%

WERN4 concerns · Avg: 2.0/10
Operating MarginProfitability
0.8%3/10

Operating margin of 0.8%

PEG RatioValuation
3.832/10

Expensive relative to growth rate

Return on EquityProfitability
-0.6%2/10

ROE of -0.6% — below average capital efficiency

Profit MarginProfitability
-0.3%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.12 suggests the stock is reasonably priced for its growth.

Bull Case : WERN

The strongest argument for WERN centers on EPS Growth, Price/Book. Revenue growth of 13.6% demonstrates continued momentum.

Bear Case : PCAR

The primary concerns for PCAR are Piotroski F-Score, Revenue Growth.

Bear Case : WERN

The primary concerns for WERN are Operating Margin, PEG Ratio, Return on Equity.

Key Dynamics to Monitor

PCAR profiles as a value stock while WERN is a turnaround play — different risk/reward profiles.

WERN carries more volatility with a beta of 1.27 — expect wider price swings.

WERN is growing revenue faster at 13.6% — sustainability is the question.

PCAR generates stronger free cash flow (825M), providing more financial flexibility.

Bottom Line

PCAR scores higher overall (56/100 vs 54/100). 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.

Werner Enterprises Inc

INDUSTRIALS · TRUCKING · USA

Werner Enterprises, Inc., a transportation and logistics company, is engaged in the transportation of general freight shipments in interstate and intrastate commerce in the United States, Mexico, and internationally. The company is headquartered in Omaha, Nebraska.

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