Ferguson Plc (FERG)vsOshkosh Corporation (OSK)
FERG
Ferguson Plc
$229.58
-0.44%
INDUSTRIALS · Cap: $45.66B
OSK
Oshkosh Corporation
$130.53
-1.95%
INDUSTRIALS · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferguson Plc generates 198% more annual revenue ($31.06B vs $10.43B). FERG leads profitability with a 6.3% profit margin vs 5.5%. FERG appears more attractively valued with a PEG of 1.52. FERG earns a higher WallStSmart Score of 59/100 (C).
FERG
Buy59
out of 100
Grade: C
OSK
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.5%
Fair Value
$144.90
Current Price
$229.58
$84.68 premium
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Earnings expanding 23.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
3.6% revenue growth
6.3% margin — thin
Elevated debt levels
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FERG
The strongest argument for FERG centers on Return on Equity, Altman Z-Score, EPS Growth.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : FERG
The primary concerns for FERG are PEG Ratio, Revenue Growth, Profit Margin.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
FERG is growing revenue faster at 3.6% — sustainability is the question.
FERG generates stronger free cash flow (680M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FERG scores higher overall (59/100 vs 49/100). 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.
Ferguson Plc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Ferguson plc distributes plumbing and heating products in the United States, the United Kingdom, Canada and Central Europe. The company is headquartered in Wokingham, the United Kingdom.
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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