We believe Paccar will continue to be a top-two truck manufacturer, even with the eventual shift to autonomous and electric vehicles. The company has long been known for its premium truck brands, Kenworth, Peterbilt, and DAF. Paccar’s trucks are some of the strongest performing, most durable, and fuel-efficient on the market. These factors have led to the company’s strong brand reputation among fleet owners and truck drivers.
Strong freight demand and profitability allows fleet owners to replace aging trucks, pushing new truck orders and revenue for Paccar higher.
Fleet owners pause new truck purchases in the face of weakening freight demand, pressuring Paccar’s sales.
|
Metric
|
PCAR
|
VWAGY
|
STLAM
|
|---|---|---|---|
Price/Earnings (Normalized) | 12.05 | 4.01 | 3.90 |
Price/Book Value | 3.82 | 0.42 | 0.93 |
Price/Sales | 1.73 | 0.22 | 0.41 |
Price/Cash Flow | 11.55 | 1.44 | 2.79 |
|
Metric
|
PCAR
|
VWAGY
|
STLAM
|
|---|---|---|---|
Quick Ratio | 2.25 | 0.92 | 0.90 |
Current Ratio | 2.50 | 1.22 | 1.24 |
Interest Coverage | 11.99 | — | 15.84 |
|
Metric
|
PCAR
|
VWAGY
|
STLAM
|
|---|---|---|---|
Return on Assets (Normalized) | 13.73% | 3.21% | 10.04% |
Return on Equity (Normalized) | 34.09% | 11.99% | 25.58% |
Return on Invested Capital (Normalized) | 19.87% | 5.26% | 17.50% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
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VOLAF
| Volvo AB Class A | — | Yjxxw | $53.8 Bil | |
VLVLY
| Volvo AB ADR | — | Whv | $53.8 Bil | |
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OSK
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TEX
| Terex Corp | Bxdqdqb | Jpwzzw | $4.1 Bil |
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