WallStSmart

Oshkosh Corporation (OSK)vsSymbotic Inc (SYM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 314% more annual revenue ($10.43B vs $2.52B). OSK leads profitability with a 5.5% profit margin vs -0.3%. SYM appears more attractively valued with a PEG of 2.88. OSK earns a higher WallStSmart Score of 47/100 (D+).

OSK

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

SYM

Avoid

34

out of 100

Grade: F

Growth: 7.3Profit: 2.5Value: 4.3Quality: 5.0
Piotroski: 3/9Altman Z: 0.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for OSK.

SYMUndervalued (+10.6%)

Margin of Safety

+10.6%

Fair Value

$65.34

Current Price

$40.34

$25.00 discount

UndervaluedFair: $65.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SYM2 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
23.1%8/10

Revenue surging 23.1% year-over-year

Areas to Watch

OSK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SYM4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Operating MarginProfitability
1.1%3/10

Operating margin of 1.1%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.882/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.

Bull Case : SYM

The strongest argument for SYM centers on Debt/Equity, Revenue Growth. Revenue growth of 23.1% demonstrates continued momentum.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.

Bear Case : SYM

The primary concerns for SYM are EPS Growth, Operating Margin, Piotroski F-Score.

Key Dynamics to Monitor

OSK profiles as a value stock while SYM is a growth play — different risk/reward profiles.

SYM carries more volatility with a beta of 1.93 — expect wider price swings.

SYM is growing revenue faster at 23.1% — sustainability is the question.

SYM generates stronger free cash flow (218M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (47/100 vs 34/100). Both earn "Hold" and "Avoid" 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.

Symbotic Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Symbotic Inc (SYM) is a leader in robotic automation and artificial intelligence, dedicated to revolutionizing supply chain logistics through its advanced technologies. By significantly enhancing warehouse efficiency and reducing operational costs for major retailers and wholesalers, Symbotic has become an essential partner in the fast-evolving e-commerce landscape. The company’s innovative solutions are poised to transform conventional logistics practices, presenting a compelling investment opportunity for institutional investors keen on harnessing the modernization of supply chains. With a strong focus on scalability and adaptability, Symbotic is strategically positioned to drive meaningful advancements in the industry.

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