WallStSmart

Nordson Corporation (NDSN)vsOshkosh Corporation (OSK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 266% more annual revenue ($10.42B vs $2.85B). NDSN leads profitability with a 18.4% profit margin vs 6.2%. NDSN appears more attractively valued with a PEG of 1.89. NDSN earns a higher WallStSmart Score of 65/100 (C+).

NDSN

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 8.5Value: 3.3Quality: 6.3
Piotroski: 5/9Altman Z: 2.70

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

NDSNSignificantly Overvalued (-74.3%)

Margin of Safety

-74.3%

Fair Value

$168.99

Current Price

$280.34

$111.35 premium

UndervaluedFair: $168.99Overvalued
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

NDSN2 strengths · Avg: 8.0/10
Operating MarginProfitability
25.0%8/10

Strong operational efficiency at 25.0%

EPS GrowthGrowth
44.2%8/10

Earnings expanding 44.2% YoY

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

NDSN2 concerns · Avg: 4.0/10
PEG RatioValuation
1.894/10

Expensive relative to growth rate

P/E RatioValuation
30.4x4/10

Premium valuation, high expectations priced in

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 : NDSN

The strongest argument for NDSN centers on Operating Margin, EPS Growth. Profitability is solid with margins at 18.4% and operating margin at 25.0%.

Bull Case : OSK

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

Bear Case : NDSN

The primary concerns for NDSN are PEG Ratio, P/E Ratio.

Bear Case : OSK

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

Key Dynamics to Monitor

NDSN profiles as a mature 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.

NDSN is growing revenue faster at 8.8% — sustainability is the question.

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

Bottom Line

NDSN scores higher overall (65/100 vs 48/100), backed by strong 18.4% margins. 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.

Nordson Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Nordson Corporation designs, manufactures, and markets products and systems for dispensing, applying, and controlling adhesives, coatings, polymers, sealants, biomaterials, and other fluids globally. The company is headquartered in Westlake, Ohio.

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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