WallStSmart

PACCAR Inc (PCAR)vsWatsco Inc (WSO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 284% more annual revenue ($27.78B vs $7.24B). PCAR leads profitability with a 8.9% profit margin vs 6.8%. PCAR appears more attractively valued with a PEG of 1.18. PCAR earns a higher WallStSmart Score of 52/100 (C-).

PCAR

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 1/9

WSO

Hold

45

out of 100

Grade: D+

Growth: 2.7Profit: 6.5Value: 3.3Quality: 7.3
Piotroski: 3/9Altman Z: 4.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PCARSignificantly Overvalued (-24.7%)

Margin of Safety

-24.7%

Fair Value

$103.83

Current Price

$118.14

$14.31 premium

UndervaluedFair: $103.83Overvalued
WSOSignificantly Overvalued (-47.1%)

Margin of Safety

-47.1%

Fair Value

$290.63

Current Price

$428.51

$137.88 premium

UndervaluedFair: $290.63Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$62.52B9/10

Large-cap with strong market position

WSO1 strengths · Avg: 10.0/10
Altman Z-ScoreHealth
4.3410/10

Safe zone — low bankruptcy risk

Areas to Watch

PCAR3 concerns · Avg: 3.0/10
P/E RatioValuation
25.3x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-8.9%2/10

Revenue declined 8.9%

WSO4 concerns · Avg: 3.8/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

P/E RatioValuation
35.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull 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 : WSO

The strongest argument for WSO centers on Altman Z-Score.

Bear Case : PCAR

The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.

Bear Case : WSO

The primary concerns for WSO are PEG Ratio, P/E Ratio, Revenue Growth.

Key Dynamics to Monitor

PCAR carries more volatility with a beta of 1.06 — expect wider price swings.

WSO is growing revenue faster at 0.1% — 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 45/100). 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.

Watsco Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Watsco, Inc. distributes air conditioning, heating and refrigeration equipment; and related parts and supplies in the United States, Canada, Mexico and Puerto Rico. The company is headquartered in Miami, Florida.

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