WallStSmart

Mueller Industries Inc (MLI)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 138% more annual revenue ($10.42B vs $4.37B). MLI leads profitability with a 19.4% profit margin vs 6.2%. MLI appears more attractively valued with a PEG of 3.41. MLI earns a higher WallStSmart Score of 71/100 (B).

MLI

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 4.0Quality: 7.8
Piotroski: 5/9

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

MLISignificantly Overvalued (-53.1%)

Margin of Safety

-53.1%

Fair Value

$78.76

Current Price

$132.87

$54.11 premium

UndervaluedFair: $78.76Overvalued
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

MLI6 strengths · Avg: 8.8/10
EPS GrowthGrowth
55.4%10/10

Earnings expanding 55.4% YoY

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Return on EquityProfitability
28.3%9/10

Every $100 of equity generates 28 in profit

P/E RatioValuation
17.4x8/10

Attractively priced relative to earnings

Operating MarginProfitability
23.0%8/10

Strong operational efficiency at 23.0%

Revenue GrowthGrowth
19.3%8/10

19.3% revenue growth

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

MLI1 concerns · Avg: 2.0/10
PEG RatioValuation
3.412/10

Expensive relative to growth rate

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 : MLI

The strongest argument for MLI centers on EPS Growth, Debt/Equity, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 23.0%. Revenue growth of 19.3% demonstrates continued momentum.

Bull Case : OSK

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

Bear Case : MLI

The primary concerns for MLI are PEG Ratio.

Bear Case : OSK

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

Key Dynamics to Monitor

MLI profiles as a growth stock while OSK is a value play — different risk/reward profiles.

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

MLI is growing revenue faster at 19.3% — sustainability is the question.

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

Bottom Line

MLI scores higher overall (71/100 vs 48/100), backed by strong 19.4% margins and 19.3% revenue growth. OSK offers better value entry with a 32.8% margin of safety. Both earn "Strong 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.

Mueller Industries Inc

INDUSTRIALS · METAL FABRICATION · USA

Mueller Industries, Inc. manufactures and sells copper, brass, aluminum, and plastic products in the United States, United Kingdom, Canada, South Korea, the Middle East, China, and Mexico. The company is headquartered in Collierville, Tennessee.

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.

Want to dig deeper into these stocks?