WallStSmart

WW Grainger Inc (GWW)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

WW Grainger Inc generates 72% more annual revenue ($17.94B vs $10.42B). GWW leads profitability with a 9.5% profit margin vs 6.2%. GWW appears more attractively valued with a PEG of 1.95. GWW earns a higher WallStSmart Score of 50/100 (C-).

GWW

Buy

50

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 3.3Quality: 6.3
Piotroski: 5/9

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GWWSignificantly Overvalued (-82.5%)

Margin of Safety

-82.5%

Fair Value

$658.96

Current Price

$1144.81

$485.85 premium

UndervaluedFair: $658.96Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GWW2 strengths · Avg: 9.5/10
Return on EquityProfitability
46.1%10/10

Every $100 of equity generates 46 in profit

Market CapQuality
$54.97B9/10

Large-cap with strong market position

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

GWW4 concerns · Avg: 4.0/10
PEG RatioValuation
1.954/10

Expensive relative to growth rate

P/E RatioValuation
32.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
14.5x4/10

Trading at 14.5x book value

Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : GWW

The strongest argument for GWW centers on Return on Equity, Market Cap.

Bull Case : OSK

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

Bear Case : GWW

The primary concerns for GWW are PEG Ratio, P/E Ratio, Price/Book.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

GWW is growing revenue faster at 4.5% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GWW scores higher overall (50/100 vs 48/100). 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.

WW Grainger Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

W. W. Grainger, Inc. is an American Fortune 500 industrial supply company founded in 1927 in Chicago by William W. (Bill) Grainger.

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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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