Oshkosh Corporation (OSK)vsSherwin-Williams Co (SHW)
OSK
Oshkosh Corporation
$137.97
-9.86%
INDUSTRIALS · Cap: $9.59B
SHW
Sherwin-Williams Co
$316.82
-1.06%
BASIC MATERIALS · Cap: $78.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 130% more annual revenue ($23.94B vs $10.42B). SHW leads profitability with a 10.9% profit margin vs 6.2%. SHW appears more attractively valued with a PEG of 2.82. SHW earns a higher WallStSmart Score of 56/100 (C).
OSK
Hold48
out of 100
Grade: D+
SHW
Buy56
out of 100
Grade: C
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
+11.7%
Fair Value
$358.94
Current Price
$316.82
$42.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 61 in profit
Large-cap with strong market position
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
Trading at 17.0x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.33 — expect wider price swings.
SHW is growing revenue faster at 6.8% — 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
SHW scores higher overall (56/100 vs 48/100). OSK offers better value entry with a 33.0% 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.
Sherwin-Williams Co
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sherwin Williams Company is a Cleveland, Ohio based company in the paint and coating manufacturing industry. The company primarily engages in the manufacture, distribution, and sale of paints, coatings, floorcoverings, and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe.
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