Oshkosh Corporation (OSK)vsRBC Bearings Incorporated (RBC)
OSK
Oshkosh Corporation
$145.85
-1.30%
INDUSTRIALS · Cap: $9.49B
RBC
RBC Bearings Incorporated
$494.83
+3.51%
INDUSTRIALS · Cap: $15.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 443% more annual revenue ($10.61B vs $1.95B). RBC leads profitability with a 16.4% profit margin vs 5.2%. RBC appears more attractively valued with a PEG of 1.62. RBC earns a higher WallStSmart Score of 65/100 (B-).
OSK
Hold50
out of 100
Grade: D+
RBC
Strong Buy65
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Strong operational efficiency at 27.2%
19.2% revenue growth
Earnings expanding 47.5% YoY
Areas to Watch
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bull Case : RBC
The strongest argument for RBC centers on Debt/Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 27.2%. Revenue growth of 19.2% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Bear Case : RBC
The primary concerns for RBC are PEG Ratio, P/E Ratio. A P/E of 48.3x leaves little room for execution misses.
Key Dynamics to Monitor
OSK profiles as a value stock while RBC is a growth play — different risk/reward profiles.
RBC carries more volatility with a beta of 1.40 — expect wider price swings.
RBC is growing revenue faster at 19.2% — sustainability is the question.
OSK generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
RBC scores higher overall (65/100 vs 50/100), backed by strong 16.4% margins and 19.2% 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.
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.
RBC Bearings Incorporated
INDUSTRIALS · TOOLS & ACCESSORIES · USA
Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.
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