WallStSmart

Aebi Schmidt Holding AG - Common Stock (AEBI)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 583% more annual revenue ($10.42B vs $1.53B). OSK leads profitability with a 6.2% profit margin vs 0.6%. OSK trades at a lower P/E of 14.6x. OSK earns a higher WallStSmart Score of 48/100 (D+).

AEBI

Hold

47

out of 100

Grade: D+

Growth: 7.3Profit: 4.0Value: 3.0Quality: 5.0

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 4.7Quality: 7.0
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AEBISignificantly Overvalued (-1533.7%)

Margin of Safety

-1533.7%

Fair Value

$0.95

Current Price

$9.59

$8.64 premium

UndervaluedFair: $0.95Overvalued
OSKSignificantly Overvalued (-156.1%)

Margin of Safety

-156.1%

Fair Value

$68.14

Current Price

$147.89

$79.75 premium

UndervaluedFair: $68.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AEBI2 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
77.2%10/10

Revenue surging 77.2% year-over-year

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

AEBI4 concerns · Avg: 3.0/10
Market CapQuality
$766.46M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.6%3/10

ROE of 1.6% — below average capital efficiency

Profit MarginProfitability
0.6%3/10

0.6% margin — thin

Operating MarginProfitability
4.5%3/10

Operating margin of 4.5%

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : AEBI

The strongest argument for AEBI centers on Price/Book, Revenue Growth. Revenue growth of 77.2% demonstrates continued momentum.

Bull Case : OSK

The strongest argument for OSK centers on P/E Ratio, Price/Book.

Bear Case : AEBI

The primary concerns for AEBI are Market Cap, Return on Equity, Profit Margin. A P/E of 70.8x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

AEBI profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.

AEBI is growing revenue faster at 77.2% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OSK scores higher overall (48/100 vs 47/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Aebi Schmidt Holding AG - Common Stock

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Aebi Schmidt Holding AG develops and manufactures special-purpose vehicles and attachments. The company is headquartered in Zurich, Switzerland with production sites in Burgdorf, Switzerland; St. Blasien, Germany; Holten, the Netherlands; and Kielce, Poland.

Oshkosh Corporation

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.

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