PACCAR

Rising Tariffs And Regulatory Pressures Will Compromise Long-Term Competitiveness

AnalystLowTarget

Not Invested

Community Contributor

Published

10 Apr 25

Updated

07 May 25

n/a

AnalystLowTarget's Fair Value

n/a

-11.6%

9.4%

-11.6%

9.4%

You can edit this narrative until May 12 6:02 AM. Then, changes will post as Updates.

Author's Valuation

US$8619.8% overvalued

AnalystLowTarget Fair Value

Narrative

Updates4

Shared on 07 May 25

Fair value Decreased 2.68%

Shared on 30 Apr 25

Fair value Increased 2.62%

AnalystLowTarget has decreased revenue growth from -8.0% to -6.9%, increased profit margin from 12.1% to 14.0% and decreased future PE multiple from 18.7x to 16.0x.

Shared on 23 Apr 25

Fair value Decreased 5.57%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 13%

AnalystLowTarget made no meaningful changes to valuation assumptions.

AnalystLowTarget Fair Value

US$86

19.8% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

4.18%

Machinery revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.03%

Calculation

US$3.41b

Earnings '28

17.07x

PE Ratio '28

US$58.22b

Market Cap '28

US$58.22b

Market Cap '28

527.52m

No. shares '28

US$110.37

Share Price '28

US$110.37 Share Price '28

Discounted to 2025 @ 8.71% p.a.

US$85.92

Fair Value '25