WallStSmart

Carrier Global Corp (CARR)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 109% more annual revenue ($21.75B vs $10.42B). CARR leads profitability with a 6.8% profit margin vs 6.2%. CARR appears more attractively valued with a PEG of 1.48. OSK earns a higher WallStSmart Score of 48/100 (D+).

CARR

Hold

45

out of 100

Grade: D

Growth: 3.3Profit: 5.0Value: 4.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.62

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CARROvervalued (-14.0%)

Margin of Safety

-14.0%

Fair Value

$58.82

Current Price

$67.17

$8.35 premium

UndervaluedFair: $58.82Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CARR1 strengths · Avg: 9.0/10
Market CapQuality
$56.12B9/10

Large-cap with strong market position

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

CARR4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.624/10

Distress zone — elevated risk

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : CARR

The strongest argument for CARR centers on Market Cap. PEG of 1.48 suggests the stock is reasonably priced for its growth.

Bull Case : OSK

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

Bear Case : CARR

The primary concerns for CARR are Altman Z-Score, Profit Margin, Operating Margin. A P/E of 44.8x leaves little room for execution misses.

Bear Case : OSK

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

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

OSK is growing revenue faster at 3.5% — sustainability is the question.

CARR generates stronger free cash flow (882M), providing more financial flexibility.

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OSK scores higher overall (48/100 vs 45/100). 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.

Carrier Global Corp

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.

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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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