Landstar System Inc (LSTR)vsOshkosh Corporation (OSK)
LSTR
Landstar System Inc
$184.59
+1.20%
INDUSTRIALS · Cap: $6.27B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 119% more annual revenue ($10.42B vs $4.76B). OSK leads profitability with a 6.2% profit margin vs 2.4%. LSTR appears more attractively valued with a PEG of 1.30. OSK earns a higher WallStSmart Score of 48/100 (D+).
LSTR
Hold41
out of 100
Grade: D
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.9%
Fair Value
$144.09
Current Price
$184.59
$40.50 premium
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
2.4% margin — thin
Operating margin of 2.7%
Weak financial health signals
Premium valuation, high expectations priced in
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LSTR
The strongest argument for LSTR centers on Debt/Equity, Altman Z-Score. PEG of 1.30 suggests the stock is reasonably priced for its growth.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : LSTR
The primary concerns for LSTR are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 51.0x leaves little room for execution misses. Thin 2.4% 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
OSK scores higher overall (48/100 vs 41/100). 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.
Landstar System Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company is headquartered in Jacksonville, Florida.
Visit Website →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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