Navios Maritime Partners LP Unit (NMM)vsOshkosh Corporation (OSK)
NMM
Navios Maritime Partners LP Unit
$70.82
-1.50%
INDUSTRIALS · Cap: $2.02B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 675% more annual revenue ($10.42B vs $1.34B). NMM leads profitability with a 21.2% profit margin vs 6.2%. NMM appears more attractively valued with a PEG of 2.19. NMM earns a higher WallStSmart Score of 71/100 (B).
NMM
Strong Buy71
out of 100
Grade: B
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.8%
Fair Value
$101.82
Current Price
$70.82
$31.00 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 34.1%
Keeps 21 of every $100 in revenue as profit
Earnings expanding 28.2% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : NMM
The strongest argument for NMM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.2% and operating margin at 34.1%.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : NMM
The primary concerns for NMM are PEG Ratio, Free Cash Flow.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
NMM 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.
NMM is growing revenue faster at 9.9% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
NMM scores higher overall (71/100 vs 48/100), backed by strong 21.2% margins. 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.
Navios Maritime Partners LP Unit
INDUSTRIALS · MARINE SHIPPING · USA
Navios Maritime Partners LP owns and operates dry cargo ships in Asia, Europe, North America and Australia. The company is headquartered in Monaco.
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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