Graham Holdings Co (GHC)vsOshkosh Corporation (OSK)
GHC
Graham Holdings Co
$1,233.96
+1.68%
INDUSTRIALS · Cap: $5.00B
OSK
Oshkosh Corporation
$142.82
-6.35%
INDUSTRIALS · Cap: $8.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 109% more annual revenue ($10.43B vs $4.98B). GHC leads profitability with a 6.0% profit margin vs 5.5%. GHC appears more attractively valued with a PEG of 4.04. GHC earns a higher WallStSmart Score of 56/100 (C).
GHC
Buy56
out of 100
Grade: C
OSK
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.9%
Fair Value
$846.92
Current Price
$1233.96
$387.04 premium
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 21.4% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 6.3% — below average capital efficiency
6.0% margin — thin
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 : GHC
The strongest argument for GHC centers on Price/Book, Altman Z-Score, Debt/Equity.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
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 1.23 — expect wider price swings.
GHC is growing revenue faster at 6.0% — sustainability is the question.
GHC generates stronger free cash flow (49M), providing more financial flexibility.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GHC scores higher overall (56/100 vs 47/100). 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.
Graham Holdings Co
INDUSTRIALS · CONGLOMERATES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
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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