PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

PACCAR Inc (PCAR)

Equity · Currency in USD · Last updated Dec 2, 2023
SummaryFinancials

Company Info

ISINUS6937181088
CUSIP693718108
SectorIndustrials
IndustryFarm & Heavy Construction Machinery

Highlights

Market Cap$48.74B
EPS$7.83
PE Ratio11.90
PEG Ratio5.11
Revenue (TTM)$34.18B
Gross Profit (TTM)$4.61B
EBITDA (TTM)$6.05B
Year Range$63.49 - $93.39
Target Price$94.36
Short %1.19%
Short Ratio2.32

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of $10,000 in PACCAR Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%JulyAugustSeptemberOctoberNovemberDecember
26,784.02%
2,623.61%
PCAR (PACCAR Inc)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with PCAR

PACCAR Inc

Popular comparisons: PCAR vs. FTXR, PCAR vs. QQQ, PCAR vs. MCK, PCAR vs. VOO, PCAR vs. PLUG, PCAR vs. CAT, PCAR vs. BRK-B, PCAR vs. RSG, PCAR vs. SBLK, PCAR vs. OTIS

Return

PACCAR Inc had a return of 43.09% year-to-date (YTD) and 37.41% in the last 12 months. Over the past 10 years, PACCAR Inc had an annualized return of 13.52%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.


PeriodReturnBenchmark
Year-To-Date43.09%19.67%
1 month12.41%8.42%
6 months27.92%7.29%
1 year37.41%12.71%
5 years (annualized)22.22%10.75%
10 years (annualized)13.52%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-7.60%21.62%2.96%-4.15%3.32%-2.93%11.60%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for PACCAR Inc (PCAR) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
PCAR
PACCAR Inc
1.59
^GSPC
S&P 500
0.91

Sharpe Ratio

The current PACCAR Inc Sharpe ratio is 1.59. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.59
0.91
PCAR (PACCAR Inc)
Benchmark (^GSPC)

Dividend History

PACCAR Inc granted a 3.12% dividend yield in the last twelve months. The annual payout for that period amounted to $2.91 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.91$2.77$1.85$1.32$2.39$2.06$1.46$1.04$1.55$1.24$1.13$1.05

Dividend yield

3.12%4.20%3.15%2.29%4.53%5.41%3.08%2.44%4.89%2.73%2.87%3.49%

Monthly Dividends

The table displays the monthly dividend distributions for PACCAR Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.27$0.00$0.00$0.27
2022$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.24$1.87
2021$0.00$0.20$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$1.00
2020$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.47
2019$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$1.53
2018$0.00$0.17$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$1.33
2017$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.80
2016$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.40
2015$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.16$0.93
2014$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.67
2013$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.60
2012$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.53

Dividend Yield & Payout


Dividend Yield
PCAR
3.12%
Market bottom
1.03%
Market top
5.14%
PACCAR Inc has a dividend yield of 3.12%, which is quite average when compared to the overall market.
Payout Ratio
PCAR
11.98%
Market bottom
17.95%
Market top
59.25%
PACCAR Inc has a payout ratio of 11.98%, which is below the market average. This means PACCAR Inc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember0
-4.21%
PCAR (PACCAR Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the PACCAR Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PACCAR Inc was 66.16%, occurring on Mar 9, 2009. Recovery took 1093 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.16%Jul 19, 2007413Mar 9, 20091093Jul 11, 20131506
-43.79%Feb 23, 1998163Oct 13, 1998689Jul 9, 2001852
-43.27%Jun 11, 198798Oct 28, 1987109Apr 5, 1988207
-43.18%Sep 5, 1989246Aug 23, 1990192May 29, 1991438
-40.82%Mar 5, 2002153Oct 9, 2002108Mar 17, 2003261

Volatility Chart

The current PACCAR Inc volatility is 5.45%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.45%
2.79%
PCAR (PACCAR Inc)
Benchmark (^GSPC)