WallStSmart

Heartland Express Inc (HTLD)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 1267% more annual revenue ($10.43B vs $762.54M). OSK leads profitability with a 5.5% profit margin vs -5.7%. HTLD appears more attractively valued with a PEG of 1.68. OSK earns a higher WallStSmart Score of 49/100 (D+).

HTLD

Avoid

34

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 6.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.70

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

HTLDUndervalued (+30.4%)

Margin of Safety

+30.4%

Fair Value

$16.98

Current Price

$15.52

$1.46 discount

UndervaluedFair: $16.98Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HTLD2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

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

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

Expensive relative to growth rate

Market CapQuality
$1.22B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-5.8%2/10

ROE of -5.8% — below average capital efficiency

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 : HTLD

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

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 Revenue Growth, Profit Margin, Operating Margin.

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 1.31 — expect wider price swings.

OSK is growing revenue faster at 0.2% — sustainability is the question.

HTLD generates stronger free cash flow (5M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (49/100 vs 34/100). HTLD offers better value entry with a 30.4% margin of safety. Both earn "Hold" and "Avoid" 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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