NU vs PCAR

Comparison between Nu Holdings Ltd Class A (NU, Company) and Paccar Inc (PCAR, Company).

NU is from the Financial Services sector, while PCAR is from the Industrials sector.

5-Year PerformancePCAR has outperformed NU, delivering a return of +19.0% compared to +4.2%

NU vs PCAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	PCAR(COMPANY)
Market Cap	$61B	$62B
Max Drawdown	72.07%	67.89%
Sharpe Ratio	0.12	0.98
5Y Beta	1.32	0.90
Industry	Banks - Regional	Farm & Heavy Construction Machinery
P/E Ratio	19.20	25.40
Forward P/E	17.48	20.53
PEG Ratio	0.40	N/A
Dividend Yield	N/A	1.10%
5Y Dividends CAGR	N/A	18.15%
5Y EPS CAGR	N/A	1.88%
Debt to Equity	25.15%	0.00%
Free Cash Flow Yield	1.08%	6.09%

Market Cap

$61B

Winner

PCAR

$62B

Max Drawdown

72.07%

Winner

PCAR

67.89%

Sharpe Ratio

0.12

Winner

PCAR

0.98

5Y Beta

1.32

Winner

PCAR

0.90

Industry

Banks - Regional

PCAR

Farm & Heavy Construction Machinery

P/E Ratio

Winner

19.20

PCAR

25.40

Forward P/E

Winner

17.48

PCAR

20.53

PEG Ratio

0.40

PCAR

N/A

Dividend Yield

N/A

PCAR

1.10%

5Y Dividends CAGR

N/A

PCAR

18.15%

5Y EPS CAGR

N/A

PCAR

1.88%

Debt to Equity

25.15%

Winner

PCAR

0.00%

Free Cash Flow Yield

1.08%

Winner

PCAR

6.09%

NU vs PCAR - Historical Returns

Returns include dividend reinvestment.

Period	NU	PCAR
1 month	-2.12%	+7.02%
3 months	-12.19%	+1.38%
6 months	-25.57%	+5.55%
1 year	-7.22%	+27.61%
5 years(CAGR)	+4.22%	+19.01%
10 years(CAGR)	N/A	+17.13%
Max(CAGR)	+4.22%	+15.65%

-2.12%

Winner

PCAR

+7.02%

-12.19%

Winner

PCAR

+1.38%

-25.57%

Winner

PCAR

+5.55%

-7.22%

Winner

PCAR

+27.61%

5Y(CAGR)

+4.22%

Winner

PCAR

+19.01%

10Y(CAGR)

N/A

PCAR

+17.13%

Max(CAGR)

+4.22%

Winner

PCAR

+15.65%

NU vs PCAR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NU	PCAR
2026	-26.79%	+5.50%
2025	+57.48%	+8.66%
2024	+27.43%	+11.77%
2023	+133.99%	+55.81%
2022	-59.22%	+16.77%
2021	-9.20%	+7.59%
2020	N/A	+11.16%
2019	N/A	+43.27%
2018	N/A	-17.61%
2017	N/A	+12.34%
2016	N/A	+39.12%
2015	N/A	-27.26%
2014	N/A	+19.58%
2013	N/A	+31.07%
2012	N/A	+20.86%
2011	N/A	-33.05%
2010	N/A	+58.86%
2009	N/A	+19.54%
2008	N/A	-44.83%
2007	N/A	+29.89%
2006	N/A	+44.54%
2005	N/A	-8.55%
2004	N/A	+49.38%
2003	N/A	+82.39%
2002	N/A	+9.45%
2001	N/A	+34.74%
2000	N/A	+19.09%
1999	N/A	-1.43%

NU vs PCAR Drawdown Comparison

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The maximum drawdown for PCAR was -66.11%, occurring on Mar 9, 2009. Recovery took 1506 trading sessions.

The current NU drawdown is -33.58%. The current PCAR drawdown is -9.33%.

Rank	NU	PCAR
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-66.11% Jul 18, 2007 - Jul 11, 2013
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-40.83% Mar 4, 2002 - Mar 17, 2003
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-37.83% Dec 12, 2019 - Jul 21, 2020
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-33.56% Dec 3, 2014 - Dec 7, 2016
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-29.57% Jan 29, 2018 - Oct 22, 2019
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-29.42% Jul 17, 2001 - Dec 4, 2001
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-28.77% Apr 4, 2000 - Jan 3, 2001
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-27.76% Mar 27, 2024 - Jan 6, 2026
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-20.29% Feb 10, 2021 - Oct 28, 2022
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-19.66% Dec 31, 2004 - May 8, 2006
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-19.15% Jan 3, 2001 - Jul 9, 2001
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-17.99% Apr 2, 2014 - Nov 25, 2014
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-15.34% Jan 7, 2004 - Apr 22, 2004
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-15.29% Feb 11, 2026 - May 21, 2026
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-15.06% Aug 21, 2003 - Dec 29, 2003