Li Auto Inc. vs PACCAR Inc, two Auto Manufacturers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
What is priced in: PACCAR at 25.7 times earnings, a profitable heavy-truck maker priced for steady niche returns, Li Auto at 150.6, a Chinese EV maker priced for volume growth, a sixfold multiple gap. PACCAR nets 8.91% of revenue and earns 12.5% on equity; Li nets 1.01% and earns 1.56%, the established truck maker's discipline dwarfing the young EV maker's current returns. PACCAR runs debt-free (ex-finance), Li carries 0.13 turns. PACCAR yields 5.89% in free cash and pays a 2.25% dividend; Li yields negative 7.1%, still investing. The pair prices a disciplined truck specialist against a growth-stage Chinese EV maker; PACCAR earns real returns now, Li's price rests on the volumes it hopes to reach.
Comparison updated 2026-07-11.
| Metric | LI | PCAR |
|---|---|---|
| Price | $12.05 | $120.75 |
| Market cap | $25.8B | $63.7B |
| Sector | Auto Manufacturers | Auto Manufacturers |
| Stage | Growth | Mature |
| Implied growth (priced in) | +7.4% | +23.3% |
| P/E | 150.6 | 25.7 |
| P/B | 2.47 | 3.22 |
| P/S | 1.61 | 2.29 |
| EV/EBITDA | 32.4 | 77.4 |
| Revenue growth | +53.8% | -14.0% |
| Gross margin | 18.7% | — |
| Operating margin | -0.5% | — |
| Net margin | 1.0% | 8.9% |
| Return on equity | 1.6% | 12.5% |
| Return on assets | 0.7% | 5.7% |
| Return on invested capital | -0.6% | — |
| FCF yield | -7.1% | 5.9% |
| Dividend yield | — | 2.3% |
| Debt / equity | 0.13 | 0.00 |
| Current ratio | 1.81 | — |
| Altman Z (solvency) | 2.56 | 7.25 |
| Piotroski F (quality) | 2 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.