WallStSmart

Expeditors International of Washington, Inc. (EXPD)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Expeditors International of Washington, Inc. generates 6% more annual revenue ($11.07B vs $10.42B). EXPD leads profitability with a 7.3% profit margin vs 6.2%. EXPD appears more attractively valued with a PEG of 3.79. OSK earns a higher WallStSmart Score of 48/100 (D+).

EXPD

Hold

45

out of 100

Grade: D

Growth: 2.0Profit: 7.0Value: 3.3Quality: 6.3
Piotroski: 3/9Altman Z: 4.74

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

EXPDSignificantly Overvalued (-38.1%)

Margin of Safety

-38.1%

Fair Value

$117.25

Current Price

$147.89

$30.64 premium

UndervaluedFair: $117.25Overvalued
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

EXPD2 strengths · Avg: 10.0/10
Return on EquityProfitability
35.4%10/10

Every $100 of equity generates 35 in profit

Altman Z-ScoreHealth
4.7410/10

Safe zone — low bankruptcy risk

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

EXPD4 concerns · Avg: 3.5/10
P/E RatioValuation
25.0x4/10

Moderate valuation

Price/BookValuation
8.4x4/10

Trading at 8.4x book value

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

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 : EXPD

The strongest argument for EXPD centers on Return on Equity, Altman Z-Score.

Bull Case : OSK

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

Bear Case : EXPD

The primary concerns for EXPD are P/E Ratio, Price/Book, Profit Margin.

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.

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

Monitor INTEGRATED FREIGHT & LOGISTICS 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.

Expeditors International of Washington, Inc.

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

Expeditors (Expeditors International of Washington) is an American worldwide logistics and freight forwarding company headquartered in Seattle, Washington.

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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