Oshkosh Corporation (OSK)vsRBC Bearings Incorporated (RBC)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
RBC
RBC Bearings Incorporated
$599.09
+2.50%
INDUSTRIALS · Cap: $18.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 482% more annual revenue ($10.42B vs $1.79B). RBC leads profitability with a 15.0% profit margin vs 6.2%. RBC appears more attractively valued with a PEG of 1.40. RBC earns a higher WallStSmart Score of 58/100 (C).
OSK
Hold48
out of 100
Grade: D+
RBC
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Intrinsic value data unavailable for RBC.
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 22.4%
17.0% revenue growth
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
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 P/E Ratio, Price/Book.
Bull Case : RBC
The strongest argument for RBC centers on Operating Margin, Revenue Growth. Revenue growth of 17.0% demonstrates continued momentum. PEG of 1.40 suggests the stock is reasonably priced for its growth.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : RBC
The primary concerns for RBC are P/E Ratio. A P/E of 68.5x 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 1.49 — expect wider price swings.
RBC is growing revenue faster at 17.0% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
RBC scores higher overall (58/100 vs 48/100) and 17.0% revenue growth. 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.
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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