PACCAR Inc

After shrinking over the last 3 years, revenue is set to grow 6%/yr from here.

Earnings are set to grow faster than sales (EPS about 21%/yr vs revenue 6%/yr), so margins should widen.

A mid-pack grower, ahead of 42% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, a little behind the market.4/10

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

Revenue held flat over the last 3 years, behind 70% of companies worldwide.3/10

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

Strong long-term results. Long-term holders have seen +39% over three years and +137% over five, ahead of 60% of the market.

It's up 16% over the past year, but 21% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (+1%).

The stock is underperforming over the past month (-12%) and over three months (-12%).

A proven multi-year compounder now in a meaningful pullback well below its 52-week high. This is the classic fork: either a buy-the-dip in an intact uptrend, or the early stage of a trend change. Wait for the short-term slide to stabilise before adding. The one thing to watch: the stock is underperforming over the past month and over three months.