HEICO Corporation (HEI-A)vsOshkosh Corporation (OSK)
HEI-A
HEICO Corporation
$235.25
+1.25%
INDUSTRIALS · Cap: $33.82B
OSK
Oshkosh Corporation
$145.85
-1.30%
INDUSTRIALS · Cap: $9.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 105% more annual revenue ($10.61B vs $5.18B). HEI-A leads profitability with a 16.4% profit margin vs 5.2%. HEI-A appears more attractively valued with a PEG of 1.68. HEI-A earns a higher WallStSmart Score of 69/100 (B-).
HEI-A
Strong Buy69
out of 100
Grade: B-
OSK
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.0%
Fair Value
$230.84
Current Price
$235.25
$4.41 premium
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 25.1%
Revenue surging 23.1% year-over-year
Earnings expanding 32.5% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : HEI-A
The strongest argument for HEI-A centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 25.1%. Revenue growth of 23.1% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : HEI-A
The primary concerns for HEI-A are PEG Ratio, P/E Ratio. A P/E of 40.7x leaves little room for execution misses.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
HEI-A 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.
HEI-A is growing revenue faster at 23.1% — sustainability is the question.
OSK generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
HEI-A scores higher overall (69/100 vs 50/100), backed by strong 16.4% margins and 23.1% revenue growth. 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.
HEICO Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
HEICO Corporation designs, manufactures, and sells aerospace, defense, and electronic products and services in the United States and internationally. The company is headquartered in Hollywood, Florida.
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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