WallStSmart

IDEX Corporation (IEX)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 201% more annual revenue ($10.42B vs $3.46B). IEX leads profitability with a 14.0% profit margin vs 6.2%. IEX appears more attractively valued with a PEG of 1.86. IEX earns a higher WallStSmart Score of 55/100 (C).

IEX

Buy

55

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 3.3Quality: 5.5
Piotroski: 2/9

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

IEXSignificantly Overvalued (-56.0%)

Margin of Safety

-56.0%

Fair Value

$135.58

Current Price

$217.85

$82.27 premium

UndervaluedFair: $135.58Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$155.35

$104.25 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IEX1 strengths · Avg: 8.0/10
Operating MarginProfitability
20.7%8/10

Strong operational efficiency at 20.7%

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

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

IEX4 concerns · Avg: 3.8/10
PEG RatioValuation
1.864/10

Expensive relative to growth rate

P/E RatioValuation
32.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : IEX

The strongest argument for IEX centers on Operating Margin.

Bull Case : OSK

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

Bear Case : IEX

The primary concerns for IEX are PEG Ratio, P/E Ratio, Revenue Growth.

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.

IEX is growing revenue faster at 4.2% — sustainability is the question.

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

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

Bottom Line

IEX scores higher overall (55/100 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.

IDEX Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

IDEX Corporation, based in Northbrook, Illinois, is a publicly traded company engaged in the development, design, and manufacture of fluidics systems and specialty engineered products.

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.

Want to dig deeper into these stocks?