Navios Maritime Partners LP Unit (NMM)vsOshkosh Corporation (OSK)
NMM
Navios Maritime Partners LP Unit
$92.35
+0.90%
INDUSTRIALS · Cap: $2.58B
OSK
Oshkosh Corporation
$145.85
-1.30%
INDUSTRIALS · Cap: $9.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 617% more annual revenue ($10.61B vs $1.48B). NMM leads profitability with a 30.3% profit margin vs 5.2%. NMM appears more attractively valued with a PEG of 2.19. NMM earns a higher WallStSmart Score of 79/100 (B+).
NMM
Strong Buy79
out of 100
Grade: B+
OSK
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.4%
Fair Value
$92.27
Current Price
$92.35
$0.08 discount
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 38.8%
Earnings expanding 146.1% YoY
Revenue surging 25.2% year-over-year
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
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 : NMM
The strongest argument for NMM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.3% and operating margin at 38.8%. Revenue growth of 25.2% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : NMM
The primary concerns for NMM are PEG Ratio, Piotroski F-Score.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
NMM profiles as a growth stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
NMM is growing revenue faster at 25.2% — sustainability is the question.
OSK generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
NMM scores higher overall (79/100 vs 50/100), backed by strong 30.3% margins and 25.2% revenue growth. 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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