WallStSmart

Graham Corporation (GHM)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 3963% more annual revenue ($10.61B vs $261.15M). OSK leads profitability with a 5.2% profit margin vs 4.5%. GHM appears more attractively valued with a PEG of 2.69. OSK earns a higher WallStSmart Score of 50/100 (D+).

GHM

Hold

40

out of 100

Grade: D

Growth: 6.0Profit: 5.0Value: 2.0Quality: 5.5
Piotroski: 1/9Altman Z: 1.84

OSK

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GHMSignificantly Overvalued (-49.1%)

Margin of Safety

-49.1%

Fair Value

$59.21

Current Price

$87.90

$28.69 premium

UndervaluedFair: $59.21Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GHM2 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
28.6%8/10

Revenue surging 28.6% year-over-year

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

GHM4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Market CapQuality
$979.92M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Profit MarginProfitability
4.5%3/10

4.5% margin — thin

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : GHM

The strongest argument for GHM centers on Debt/Equity, Revenue Growth. Revenue growth of 28.6% demonstrates continued momentum.

Bull Case : OSK

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

Bear Case : GHM

The primary concerns for GHM are Altman Z-Score, Market Cap, Return on Equity. A P/E of 81.1x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

GHM profiles as a growth stock while OSK is a value play — different risk/reward profiles.

OSK carries more volatility with a beta of 1.26 — expect wider price swings.

GHM is growing revenue faster at 28.6% — sustainability is the question.

OSK generates stronger free cash flow (349M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (50/100 vs 40/100). 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.

Graham Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Graham Corporation designs, manufactures and supplies vacuum and heat transfer equipment for the chemical, defense, petrochemical, oil refining, power generation / alternative energy and other industries. The company is headquartered in Batavia, New York.

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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