WallStSmart

Helios Technologies Inc (HLIO)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 1090% more annual revenue ($10.61B vs $891.30M). HLIO leads profitability with a 8.0% profit margin vs 5.2%. HLIO appears more attractively valued with a PEG of 1.03. HLIO earns a higher WallStSmart Score of 61/100 (C+).

HLIO

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 6.7Quality: 8.5
Piotroski: 7/9Altman Z: 2.41

OSK

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLIOUndervalued (+38.1%)

Margin of Safety

+38.1%

Fair Value

$119.29

Current Price

$70.66

$48.63 discount

UndervaluedFair: $119.29Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLIO3 strengths · Avg: 9.3/10
EPS GrowthGrowth
94.1%10/10

Earnings expanding 94.1% YoY

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

HLIO2 concerns · Avg: 3.5/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : HLIO

The strongest argument for HLIO centers on EPS Growth, Debt/Equity, Price/Book. PEG of 1.03 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 : HLIO

The primary concerns for HLIO are P/E Ratio, Return on Equity.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.26 — expect wider price swings.

HLIO is growing revenue faster at 9.1% — sustainability is the question.

OSK generates stronger free cash flow (349M), providing more financial flexibility.

Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HLIO scores higher overall (61/100 vs 50/100). 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.

Helios Technologies Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Helios Technologies, Inc. develops, manufactures and sells solutions for the electronics and hydraulics markets in the Americas, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Sarasota, Florida.

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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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