Oshkosh Corporation (OSK)vsRockwell Automation Inc (ROK)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
ROK
Rockwell Automation Inc
$400.20
-0.27%
INDUSTRIALS · Cap: $45.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 22% more annual revenue ($10.42B vs $8.57B). ROK leads profitability with a 11.6% profit margin vs 6.2%. ROK appears more attractively valued with a PEG of 2.20. ROK earns a higher WallStSmart Score of 63/100 (C+).
OSK
Hold48
out of 100
Grade: D+
ROK
Buy63
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 ROK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 67.1% YoY
Every $100 of equity generates 24 in profit
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 12.0x book value
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 : ROK
The strongest argument for ROK centers on EPS Growth, Return on Equity. Revenue growth of 11.9% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : ROK
The primary concerns for ROK are PEG Ratio, Price/Book, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Key Dynamics to Monitor
ROK carries more volatility with a beta of 1.54 — expect wider price swings.
ROK is growing revenue faster at 11.9% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ROK scores higher overall (63/100 vs 48/100) and 11.9% 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.
Rockwell Automation Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Rockwell Automation, Inc. is an American provider of industrial automation and information technology. Its brands include Allen-Bradley and Factory Talk software.
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