Hayward Holdings Inc (HAYW)vsOshkosh Corporation (OSK)
HAYW
Hayward Holdings Inc
$14.90
-5.70%
INDUSTRIALS · Cap: $3.24B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 807% more annual revenue ($10.42B vs $1.15B). HAYW leads profitability with a 14.0% profit margin vs 6.2%. HAYW appears more attractively valued with a PEG of 1.68. HAYW earns a higher WallStSmart Score of 67/100 (B-).
HAYW
Strong Buy67
out of 100
Grade: B-
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.7%
Fair Value
$12.93
Current Price
$14.90
$1.97 premium
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 79.1% YoY
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Negative free cash flow — burning cash
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HAYW
The strongest argument for HAYW centers on EPS Growth, Price/Book. Revenue growth of 11.5% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : HAYW
The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.
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.
HAYW is growing revenue faster at 11.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Monitor ELECTRICAL EQUIPMENT & PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HAYW scores higher overall (67/100 vs 48/100) and 11.5% revenue growth. OSK offers better value entry with a 32.8% margin of safety. Both earn "Strong 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.
Hayward Holdings Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.
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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