WallStSmart

PACCAR Inc (PCAR)vsWatts Water Technologies Inc (WTS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 986% more annual revenue ($27.78B vs $2.56B). WTS leads profitability with a 14.3% profit margin vs 8.9%. PCAR appears more attractively valued with a PEG of 1.12. WTS earns a higher WallStSmart Score of 61/100 (C+).

PCAR

Buy

56

out of 100

Grade: C

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

WTS

Buy

61

out of 100

Grade: C+

Growth: 8.0Profit: 7.5Value: 3.7Quality: 8.0
Piotroski: 3/9Altman Z: 3.81
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

Intrinsic value data unavailable for WTS.

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

WTS4 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.8110/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
21.4%8/10

Revenue surging 21.4% year-over-year

EPS GrowthGrowth
34.5%8/10

Earnings expanding 34.5% YoY

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%

WTS3 concerns · Avg: 3.0/10
P/E RatioValuation
30.4x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.502/10

Expensive relative to growth rate

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 : WTS

The strongest argument for WTS centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.

Bear Case : PCAR

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

Bear Case : WTS

The primary concerns for WTS are P/E Ratio, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

PCAR profiles as a value stock while WTS is a growth play — different risk/reward profiles.

WTS carries more volatility with a beta of 1.18 — expect wider price swings.

WTS is growing revenue faster at 21.4% — sustainability is the question.

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

Bottom Line

WTS scores higher overall (61/100 vs 56/100) and 21.4% revenue growth. 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.

Watts Water Technologies Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Watts Water Technologies, Inc. designs, manufactures and sells products and systems that manage and conserve the flow of fluids and energy to, through and from buildings in the commercial and residential markets of the Americas, Europe, Asia-Pacific, the Middle East and Africa. . The company is headquartered in North Andover, Massachusetts.

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