WallStSmart

GXO Logistics Inc (GXO)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

GXO Logistics Inc generates 29% more annual revenue ($13.50B vs $10.43B). OSK leads profitability with a 5.5% profit margin vs 1.0%. GXO appears more attractively valued with a PEG of 1.35. GXO earns a higher WallStSmart Score of 53/100 (C-).

GXO

Buy

53

out of 100

Grade: C-

Growth: 5.3Profit: 4.0Value: 5.0Quality: 3.5
Piotroski: 4/9Altman Z: 1.36

OSK

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GXO1 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

GXO4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.5%3/10

ROE of 4.5% — below average capital efficiency

Profit MarginProfitability
1.0%3/10

1.0% margin — thin

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

P/E RatioValuation
44.4x2/10

Premium valuation, high expectations priced in

OSK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : GXO

The strongest argument for GXO centers on Price/Book. Revenue growth of 10.8% demonstrates continued momentum. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bull Case : OSK

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

Bear Case : GXO

The primary concerns for GXO are Return on Equity, Profit Margin, Operating Margin. A P/E of 44.4x leaves little room for execution misses. Debt-to-equity of 2.01 is elevated, increasing financial risk.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.

Key Dynamics to Monitor

GXO carries more volatility with a beta of 1.62 — expect wider price swings.

GXO is growing revenue faster at 10.8% — sustainability is the question.

GXO generates stronger free cash flow (-34,000), providing more financial flexibility.

Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GXO scores higher overall (53/100 vs 49/100) and 10.8% revenue growth. 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.

GXO Logistics Inc

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

GXO Logistics Inc (GXO) is a leading provider of contract logistics services, specializing in supply chain management and tailored logistics solutions for sectors such as e-commerce, retail, and consumer goods. The company harnesses an extensive global network and innovative technologies to optimize operational efficiency and scalability for its clients, while maintaining a strong commitment to sustainability. With the rising need for sophisticated warehousing and fulfillment capabilities, GXO is well-positioned to address market challenges, guided by an experienced management team and strategic partnerships that support sustainable long-term growth and enhance shareholder value.

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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