Oshkosh Corporation (OSK)vsSunbelt Rentals Holdings, Inc. (SUNB)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
SUNB
Sunbelt Rentals Holdings, Inc.
$76.55
+4.46%
INDUSTRIALS · Cap: $31.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 5% more annual revenue ($10.93B vs $10.42B). SUNB leads profitability with a 12.7% profit margin vs 6.2%. SUNB appears more attractively valued with a PEG of 1.33. SUNB earns a higher WallStSmart Score of 53/100 (C-).
OSK
Hold48
out of 100
Grade: D+
SUNB
Buy53
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 SUNB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.5B in free cash flow
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
2.7% revenue growth
Earnings declined 6.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.33 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 : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
SUNB carries more volatility with a beta of 1.66 — expect wider price swings.
OSK is growing revenue faster at 3.5% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SUNB scores higher overall (53/100 vs 48/100). 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.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
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