WallStSmart

Legence Corp. Class A Common stock (LGN)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 309% more annual revenue ($10.42B vs $2.55B). OSK leads profitability with a 6.2% profit margin vs -2.3%. OSK earns a higher WallStSmart Score of 48/100 (D+).

LGN

Avoid

35

out of 100

Grade: F

Growth: 8.0Profit: 3.0Value: 6.7Quality: 4.8
Piotroski: 3/9Altman Z: 1.30

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

LGNUndervalued (+34.0%)

Margin of Safety

+34.0%

Fair Value

$81.29

Current Price

$80.74

$0.55 discount

UndervaluedFair: $81.29Overvalued
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

LGN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.6%10/10

Revenue surging 34.6% year-over-year

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

LGN4 concerns · Avg: 3.5/10
Price/BookValuation
13.1x4/10

Trading at 13.1x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Operating MarginProfitability
1.2%3/10

Operating margin of 1.2%

Piotroski F-ScoreQuality
3/93/10

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 : LGN

The strongest argument for LGN centers on Revenue Growth. Revenue growth of 34.6% demonstrates continued momentum.

Bull Case : OSK

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

Bear Case : LGN

The primary concerns for LGN are Price/Book, EPS Growth, Operating Margin.

Bear Case : OSK

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

Key Dynamics to Monitor

LGN profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.

LGN is growing revenue faster at 34.6% — sustainability is the question.

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

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OSK scores higher overall (48/100 vs 35/100). LGN offers better value entry with a 34.0% 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.

Legence Corp. Class A Common stock

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Legence Corp. The company is headquartered in San Jose, California.

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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