Casella Waste Systems Inc (CWST)vsOshkosh Corporation (OSK)
CWST
Casella Waste Systems Inc
$78.11
+0.46%
INDUSTRIALS · Cap: $4.97B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 467% more annual revenue ($10.42B vs $1.84B). OSK leads profitability with a 6.2% profit margin vs 0.4%. CWST appears more attractively valued with a PEG of 3.29. OSK earns a higher WallStSmart Score of 48/100 (D+).
CWST
Hold45
out of 100
Grade: D+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWST.
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
Earnings expanding 60.2% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.4% margin — thin
Operating margin of 4.4%
Weak financial health signals
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CWST
The strongest argument for CWST centers on EPS Growth.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 650.9x leaves little room for execution misses. Thin 0.4% 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
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
CWST is growing revenue faster at 9.7% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Monitor WASTE MANAGEMENT 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.
Casella Waste Systems Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Casella Waste Systems, Inc., is a vertically integrated solid waste service company in the northeastern United States. The company is headquartered in Rutland, Vermont.
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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