WallStSmart

Hillman Solutions Corp (HLMN)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 567% more annual revenue ($10.42B vs $1.56B). OSK leads profitability with a 6.2% profit margin vs 2.3%. OSK trades at a lower P/E of 14.7x. OSK earns a higher WallStSmart Score of 48/100 (D+).

HLMN

Hold

47

out of 100

Grade: D+

Growth: 6.0Profit: 4.0Value: 6.3Quality: 6.5
Piotroski: 4/9Altman Z: 1.57

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLMNUndervalued (+47.2%)

Margin of Safety

+47.2%

Fair Value

$19.52

Current Price

$8.19

$11.33 discount

UndervaluedFair: $19.52Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLMN2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
209.7%10/10

Earnings expanding 209.7% YoY

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

HLMN4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

Altman Z-ScoreHealth
1.574/10

Distress zone — elevated risk

Market CapQuality
$1.61B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.0%3/10

ROE of 3.0% — below average capital efficiency

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : HLMN

The strongest argument for HLMN centers on Price/Book, EPS Growth.

Bull Case : OSK

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

Bear Case : HLMN

The primary concerns for HLMN are Revenue Growth, Altman Z-Score, Market Cap. A P/E of 45.5x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

HLMN carries more volatility with a beta of 1.64 — expect wider price swings.

OSK is growing revenue faster at 3.5% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OSK scores higher overall (48/100 vs 47/100). HLMN offers better value entry with a 47.2% margin of safety. Both earn "Hold" 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.

Hillman Solutions Corp

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Hillman Solutions Corp (HLMN) is a leading provider of innovative hardware and home improvement solutions, focusing on fasteners, keys, plumbing products, and identification systems for both professional and retail markets. The company leverages advanced technology and an extensive distribution network to enhance operational efficiency and customer satisfaction. Hillman's dedication to continuous product innovation and strategic acquisitions positions it for long-term growth in an evolving competitive landscape. As consumer demand for convenience and accessibility rises, Hillman Solutions Corp is well-prepared to adapt and generate significant shareholder value.

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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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