WallStSmart

Heico Corporation (HEI)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 112% more annual revenue ($10.43B vs $4.91B). HEI leads profitability with a 16.1% profit margin vs 5.5%. HEI appears more attractively valued with a PEG of 3.03. HEI earns a higher WallStSmart Score of 62/100 (C+).

HEI

Buy

62

out of 100

Grade: C+

Growth: 9.3Profit: 8.5Value: 3.3Quality: 7.0
Piotroski: 4/9Altman Z: 2.38

OSK

Hold

49

out of 100

Grade: D+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HEIUndervalued (+7.9%)

Margin of Safety

+7.9%

Fair Value

$350.16

Current Price

$331.43

$18.73 discount

UndervaluedFair: $350.16Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HEI3 strengths · Avg: 8.0/10
Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

Revenue GrowthGrowth
25.3%8/10

Revenue surging 25.3% year-over-year

EPS GrowthGrowth
48.2%8/10

Earnings expanding 48.2% YoY

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
1.8x8/10

Reasonable price relative to book value

Areas to Watch

HEI3 concerns · Avg: 2.7/10
Price/BookValuation
10.3x4/10

Trading at 10.3x book value

PEG RatioValuation
3.032/10

Expensive relative to growth rate

P/E RatioValuation
59.2x2/10

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 : HEI

The strongest argument for HEI centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 25.5%. Revenue growth of 25.3% demonstrates continued momentum.

Bull Case : OSK

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

Bear Case : HEI

The primary concerns for HEI are Price/Book, PEG Ratio, P/E Ratio. A P/E of 59.2x leaves little room for execution misses.

Bear Case : OSK

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

Key Dynamics to Monitor

HEI 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 is growing revenue faster at 25.3% — sustainability is the question.

HEI generates stronger free cash flow (274M), providing more financial flexibility.

Bottom Line

HEI scores higher overall (62/100 vs 49/100), backed by strong 16.1% margins and 25.3% 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.

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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