Hub Group Inc (HUBG)vsOshkosh Corporation (OSK)
HUBG
Hub Group Inc
$42.77
-2.75%
INDUSTRIALS · Cap: $2.62B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 180% more annual revenue ($10.42B vs $3.73B). OSK leads profitability with a 6.2% profit margin vs 2.8%. HUBG appears more attractively valued with a PEG of 2.18. HUBG earns a higher WallStSmart Score of 53/100 (C-).
HUBG
Buy53
out of 100
Grade: C-
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.5%
Fair Value
$66.94
Current Price
$42.77
$24.17 discount
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 20.5% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of 6.2% — below average capital efficiency
2.8% margin — thin
Operating margin of 4.2%
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HUBG
The strongest argument for HUBG centers on Price/Book, EPS Growth.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : HUBG
The primary concerns for HUBG are PEG Ratio, Return on Equity, Profit Margin. Thin 2.8% 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
OSK carries more volatility with a beta of 1.39 — 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 INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HUBG scores higher overall (53/100 vs 48/100). OSK offers better value entry with a 32.8% margin of safety. 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.
Hub Group Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Hub Group, Inc., a light asset freight management company, provides intermodal services, truck brokerage, trucking, managed transportation, cargo consolidation, warehousing, last mile delivery, international transportation, and other freight services. logistics in North America. The company is headquartered in Oak Brook, Illinois.
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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