NASDAQ · PCAR
PACCAR Inc
Industrials · Industrial - Machinery
$108.04▼ 1.48% ($1.62)at close
After hours$107.48▼ 0.52%7:30 PM ET
Market cap
Valuation
Cash-flow DCF
Verdict: fairly priced. Price between Bear and Base.
The price needs 10.1% free cash flow growth a year for 5 years. Our scenarios assume −4.1–25.0%.
That's about its past 10-year pace of 10.9%.
Value per share
Base case
$112.26
Price used $108.04 is 4% below this
USD · TTM ending Jun 30, 2026 · Price Oct 9, 8:00 PM UTC
Interest expense not reported — cost of debt may be understated.
3 more notes
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
Cost of debt uses interest expense for the fiscal year ending 2025-12-31: the trailing twelve months of interest expense could not be summed because a quarter was missing or unusable in the data.
Free cash flow each value needs
Free cash flow today $2B. The price needs $4.2B by 2036. Base case: $4.4B. At its recent pace: $5.5B. Bear to Bull: $1.9B to $11.3B.
Free cash flow today $2B. The price needs $4.2B by 2036. Base case: $4.4B. At its recent pace: $5.5B. Bear to Bull: $1.9B to $11.3B.
Free cash flow in 2036
today $2B
−$160Mless than the Base case
Value per share · Base case
$112.26
Price $108.04
4% below this
- Stage 1 growth, yrs 1–5
- 10.9%
- Stage 2 growth, yrs 6–10
- 6.0%
- Discount rate
- 7.8%
Interest expense not reported — cost of debt may be understated.
3 more notes
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
Cost of debt uses interest expense for the fiscal year ending 2025-12-31: the trailing twelve months of interest expense could not be summed because a quarter was missing or unusable in the data.
USD · TTM ending Jun 30, 2026 · Price Oct 9, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 13.46% over the last year. Revenue declined 12.3% over the trailing twelve months. Operating margin moved from 12.39% to 9.81%. Free cash flow grew 8.82% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 9.81%. A decisive move in revenue — currently down 12.3% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
PACCAR Inc is a global leader specializing in the design, production, and distribution of commercial trucks, covering light, medium, and heavy-duty classes.
Market multiples
Stock splits
Every 2 shares became 3
Every 2 shares became 3
Every 2 shares became 3
Every 2 shares became 3
Every 2 shares became 3
Every 1 shares became 2
Every 20 shares became 23
Every 1 shares became 2
Profitability & growth
Analyst consensus
15
Buy
27
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Oct 27, 2026
Q3 FY26 · EPS est $1.61 · Revenue est $7.54B
View
Institutional Sentiment
PACCAR Inc · PCAR
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.