Fastenal Company (FAST)vsOshkosh Corporation (OSK)
FAST
Fastenal Company
$46.66
-2.34%
INDUSTRIALS · Cap: $52.02B
OSK
Oshkosh Corporation
$142.82
-6.35%
INDUSTRIALS · Cap: $8.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 19% more annual revenue ($10.43B vs $8.75B). FAST leads profitability with a 15.4% profit margin vs 5.5%. FAST appears more attractively valued with a PEG of 3.14. FAST earns a higher WallStSmart Score of 62/100 (C+).
FAST
Buy62
out of 100
Grade: C+
OSK
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.1%
Fair Value
$106.15
Current Price
$46.66
$59.49 discount
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 21.0%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 13.1x book value
Expensive relative to growth rate
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FAST
The strongest argument for FAST centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 15.4% and operating margin at 21.0%. Revenue growth of 14.7% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : FAST
The primary concerns for FAST are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
FAST profiles as a mature stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.23 — expect wider price swings.
FAST is growing revenue faster at 14.7% — sustainability is the question.
FAST generates stronger free cash flow (78M), providing more financial flexibility.
Bottom Line
FAST scores higher overall (62/100 vs 47/100), backed by strong 15.4% margins and 14.7% revenue growth. Both earn "Buy" 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.
Fastenal Company
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.
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.
Compare with Other INDUSTRIAL DISTRIBUTION Stocks
Want to dig deeper into these stocks?