Mulya.ai
Ticker
PCAR
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.992
Beta (levered) ?1.187
Terminal OM% ?13.7%
Segment conc. ?92% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

PCAR · PACCAR Inc

$120.682026-07-21
Sector: Industrials; Industry: Industrial - Machinery; Sub-Industry: Construction Machinery & Heavy Transportation Equipment

Intrinsic Value Range Comparison · Mulya.ai

Bull
$97
-19.4% vs market
Base · active
$91
-25.0% vs market
Bear
$26
-78.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $26
Base $91
Bull $97
Market $121
Median $126
Market Price $121
Mulya.ai Base $91
Analysts Median $126
Mulya.ai IV range ($26 · $97)
Analysts Range ($109 · $139)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$35.1B16.9%20.1%$4.8B−$766MM$4.0B8.0%20.8%$22.9B$8.72
2024.Q4$35.1B0.0%16.9%22.9%$4.6B−$1.0B$3.6B8.9%19.7%$23.6B$8.72
2025.Q1$33.7B-4.2%14.5%23.0%$3.8B−$949MM$2.8B8.5%15.4%$25.3B$7.89
2025.Q4$33.7B0.0%14.5%21.4%$3.8B$443MM$4.3B9.0%21.8%$10.0B$7.89
2026.Q1$27.2B-19.1%9.7%16.4%$2.2B$582MM$2.8B8.2%12.3%$25.8B$4.6924.1
italics below = DCF projection · 10yr Rev CAGR: 5.4%
2027.Q1$29.4B+8.1%11.4%16.7%$2.8B−$1.0B$1.8B8.5%$1.6B10.6%$26.9B$5.2922.8
2028.Q1$31.9B+8.5%11.4%17.1%$3.0B−$1.4B$1.6B8.5%$1.4B10.9%$28.2B$5.7121.1
2029.Q1$33.9B+6.1%11.4%17.5%$3.2B−$1.4B$1.8B8.5%$1.4B11.0%$29.6B$6.0320.0
2030.Q1$35.6B+5.0%11.4%17.8%$3.3B$0MM$3.3B8.6%$2.4B11.2%$29.6B$6.3019.2
2031.Q1$37.2B+4.6%11.4%18.2%$3.5B$0MM$3.5B8.6%$2.3B11.7%$29.6B$6.5718.4
Term. Yr+$47.8B4.1%13.7%20.0%$5.2B−$1.6B$3.6B8.6%$35.1B13.1%
Active scenario IV: $91 (-25.0% vs market)