CECO Environmental Corp. (CECO)vsOshkosh Corporation (OSK)
CECO
CECO Environmental Corp.
$72.48
-2.44%
INDUSTRIALS · Cap: $2.60B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 1197% more annual revenue ($10.42B vs $803.60M). OSK leads profitability with a 6.2% profit margin vs 1.7%. CECO appears more attractively valued with a PEG of 1.89. OSK earns a higher WallStSmart Score of 48/100 (D+).
CECO
Hold42
out of 100
Grade: D
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.8%
Fair Value
$43.34
Current Price
$72.48
$29.14 premium
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
16.5% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 8.1x book value
Grey zone — moderate risk
ROE of 5.4% — below average capital efficiency
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CECO
The strongest argument for CECO centers on Debt/Equity, Revenue Growth. Revenue growth of 16.5% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : CECO
The primary concerns for CECO are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 190.7x leaves little room for execution misses. Thin 1.7% 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
CECO profiles as a growth stock while OSK is a value play — different risk/reward profiles.
CECO carries more volatility with a beta of 1.41 — expect wider price swings.
CECO is growing revenue faster at 16.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
OSK scores higher overall (48/100 vs 42/100). 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.
CECO Environmental Corp.
INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA
CECO Environmental Corporation. The company is headquartered in Dallas, Texas.
Visit Website →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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