Oshkosh Corporation (OSK)vsRXO Inc. (RXO)
OSK
Oshkosh Corporation
$137.97
-9.86%
INDUSTRIALS · Cap: $9.59B
RXO
RXO Inc.
$21.75
-5.88%
INDUSTRIALS · Cap: $3.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 82% more annual revenue ($10.42B vs $5.74B). OSK leads profitability with a 6.2% profit margin vs -1.7%. OSK appears more attractively valued with a PEG of 6.30. OSK earns a higher WallStSmart Score of 48/100 (D+).
OSK
Hold48
out of 100
Grade: D+
RXO
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.0%
Fair Value
$260.30
Current Price
$137.97
$122.33 discount
Margin of Safety
+69.8%
Fair Value
$54.13
Current Price
$21.75
$32.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
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
ROE of -6.3% — below average capital efficiency
Revenue declined 11.9%
Earnings declined 93.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : RXO
The strongest argument for RXO centers on Price/Book.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
OSK profiles as a value stock while RXO is a turnaround play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.85 — expect wider price swings.
OSK is growing revenue faster at 3.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
OSK scores higher overall (48/100 vs 37/100). RXO offers better value entry with a 69.8% margin of safety. Both earn "Hold" 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.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a premier transportation and logistics provider specializing in efficient freight solutions throughout North America. Utilizing cutting-edge technology and advanced data analytics, RXO enhances supply chain operations to ensure timely and cost-effective delivery for its clients. The company's unwavering commitment to sustainability and innovation positions it favorably within the evolving logistics landscape, appealing to institutional investors. With an extensive network and robust strategic partnerships, RXO adeptly meets diverse customer demands, solidifying its role as a significant player in the logistics sector.
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