WallStSmart

Heartland Express Inc (HTLD)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 1341% more annual revenue ($10.61B vs $736.28M). OSK leads profitability with a 5.2% profit margin vs -3.0%. HTLD appears more attractively valued with a PEG of 1.68. OSK earns a higher WallStSmart Score of 50/100 (D+).

HTLD

Hold

36

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 5.7Quality: 7.0
Piotroski: 3/9Altman Z: 2.70

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

HTLDUndervalued (+27.2%)

Margin of Safety

+27.2%

Fair Value

$16.24

Current Price

$12.34

$3.90 discount

UndervaluedFair: $16.24Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HTLD2 strengths · Avg: 9.5/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

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

HTLD4 concerns · Avg: 3.0/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

Market CapQuality
$935.73M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-2.9%2/10

ROE of -2.9% — 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 : HTLD

The strongest argument for HTLD centers on Price/Book, Debt/Equity.

Bull Case : OSK

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

Bear Case : HTLD

The primary concerns for HTLD are PEG Ratio, Market Cap, Piotroski F-Score.

Bear Case : OSK

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

Key Dynamics to Monitor

HTLD profiles as a turnaround stock while OSK is a value play — different risk/reward profiles.

HTLD carries more volatility with a beta of 1.33 — expect wider price swings.

OSK is growing revenue faster at 6.7% — sustainability is the question.

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

Bottom Line

OSK scores higher overall (50/100 vs 36/100). HTLD offers better value entry with a 27.2% 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.

Heartland Express Inc

INDUSTRIALS · TRUCKING · USA

Heartland Express, Inc., is a short- to medium-haul truck freight carrier in the United States and Canada. The company is headquartered in North Liberty, Iowa.

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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