MSC Industrial Direct Company Inc (MSM)vsOshkosh Corporation (OSK)
MSM
MSC Industrial Direct Company Inc
$120.51
+0.69%
INDUSTRIALS · Cap: $6.67B
OSK
Oshkosh Corporation
$145.85
-1.30%
INDUSTRIALS · Cap: $9.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 171% more annual revenue ($10.61B vs $3.91B). MSM leads profitability with a 5.9% profit margin vs 5.2%. MSM appears more attractively valued with a PEG of 2.46. MSM earns a higher WallStSmart Score of 61/100 (C+).
MSM
Buy61
out of 100
Grade: C+
OSK
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.4%
Fair Value
$96.39
Current Price
$120.51
$24.12 discount
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Earnings expanding 41.1% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
5.9% margin — thin
Weak financial health signals
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : MSM
The strongest argument for MSM centers on Altman Z-Score, EPS Growth.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : MSM
The primary concerns for MSM are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
MSM is growing revenue faster at 7.8% — sustainability is the question.
OSK generates stronger free cash flow (349M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSM scores higher overall (61/100 vs 50/100). 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.
MSC Industrial Direct Company Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
MSC Industrial Direct Co., Inc., distributes metalworking and maintenance, repair and operations (MRO) products in the United States, Canada, Mexico, and the United Kingdom. The company is headquartered in Melville, New York.
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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