Fastenal Company (FAST)vsOshkosh Corporation (OSK)
FAST
Fastenal Company
$43.71
-2.17%
INDUSTRIALS · Cap: $51.58B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 23% more annual revenue ($10.42B vs $8.44B). FAST leads profitability with a 15.4% profit margin vs 6.2%. FAST appears more attractively valued with a PEG of 3.15. FAST earns a higher WallStSmart Score of 62/100 (C+).
FAST
Buy62
out of 100
Grade: C+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.6%
Fair Value
$108.23
Current Price
$43.71
$64.52 discount
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
Every $100 of equity generates 34 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 20.3%
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 12.6x book value
Expensive relative to growth rate
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FAST
The strongest argument for FAST centers on Return on Equity, Market Cap, Debt/Equity. Profitability is solid with margins at 15.4% and operating margin at 20.3%. Revenue growth of 12.4% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on 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, Piotroski F-Score.
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 1.39 — expect wider price swings.
FAST is growing revenue faster at 12.4% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
FAST scores higher overall (62/100 vs 48/100), backed by strong 15.4% margins and 12.4% revenue growth. OSK offers better value entry with a 32.8% margin of safety. 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.
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