PCAR Paccar
fair · 61
Owner-earnings value$69.88
Price$122.50
Margin of safety
-43.0%
Quality gate · 61/100
Median ROIC11.6%
Gross margin16.5%
Net debt / EBITDA2.6x
FCF conversion74%
Share count / yr+0.2%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 2.50B |
| Owner-earnings yield | 3.9% |
| Free-cash-flow yield | 4.6% |
| Growth used (normalized) | 0.0% |
| Market-implied growth (reverse DCF) | 13.6% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.2% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 2.50B | 0.0% | 2.29B |
| 2 | 2.51B | 0.3% | 2.11B |
| 3 | 2.53B | 0.7% | 1.94B |
| 4 | 2.55B | 1.0% | 1.80B |
| 5 | 2.59B | 1.3% | 1.67B |
| 6 | 2.63B | 1.7% | 1.55B |
| 7 | 2.68B | 2.0% | 1.45B |
| 8 | 2.75B | 2.3% | 1.36B |
| 9 | 2.82B | 2.7% | 1.28B |
| 10 | 2.90B | 3.0% | 1.21B |
Recent news
score · 8 articles
- A Look Back at Heavy Transportation Equipment Stocks’ Q2 Earnings: PACCAR (NASDAQ:PCAR) Vs The Rest Of The Pack
- Is PACCAR Stock Outperforming the S&P 500?
- CAT Has Left Its Peers Behind. Or Has It?
- Paccar (PCAR) Laps the Stock Market: Here's Why
- That Dip In Caterpillar Stock Looks Tempting, But Don't Ignore The Catch
- Can CAT Stock Compound Its Way Higher?
- Are Auto-Tires-Trucks Stocks Lagging PACCAR (PCAR) This Year?
- PACCAR (PCAR) Stock Could Be Below Fair Value Despite Strong Returns
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~14%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.