Oshkosh Corporation (OSK)vsRXO Inc. (RXO)
OSK
Oshkosh Corporation
$143.38
-2.20%
INDUSTRIALS · Cap: $8.85B
RXO
RXO Inc.
$19.79
+0.35%
INDUSTRIALS · Cap: $3.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 74% more annual revenue ($10.61B vs $6.09B). OSK leads profitability with a 5.2% profit margin vs -1.7%. OSK appears more attractively valued with a PEG of 6.51. OSK earns a higher WallStSmart Score of 52/100 (C-).
OSK
Buy52
out of 100
Grade: C-
RXO
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSK.
Margin of Safety
-33.5%
Fair Value
$12.23
Current Price
$19.79
$7.56 premium
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
Reasonable price relative to book value
Revenue surging 25.0% year-over-year
Areas to Watch
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
Operating margin of 0.7%
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Earnings declined 93.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bull Case : RXO
The strongest argument for RXO centers on Price/Book, Revenue Growth. Revenue growth of 25.0% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Bear Case : RXO
The primary concerns for RXO are Operating Margin, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
OSK profiles as a value stock while RXO is a growth play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.99 — expect wider price swings.
RXO is growing revenue faster at 25.0% — sustainability is the question.
OSK generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
OSK scores higher overall (52/100 vs 44/100). 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.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading entity in the transportation and logistics sector, specializing in advanced freight solutions across North America. Leveraging innovative technology and data analytics, RXO significantly improves supply chain efficiency and cost-effectiveness for a diverse clientele. The company's unwavering focus on sustainability and continuous innovation enhances its operational prowess and competitive stature in a dynamic logistics landscape. With a robust network and strategic alliances, RXO is strategically positioned to meet the evolving needs of the industry, representing a promising opportunity for institutional investors looking for growth in logistics.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?