Oshkosh Corporation (OSK)vsTransdigm Group Incorporated (TDG)
OSK
Oshkosh Corporation
$145.85
-1.30%
INDUSTRIALS · Cap: $9.49B
TDG
Transdigm Group Incorporated
$1,140.32
+1.19%
INDUSTRIALS · Cap: $63.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 6% more annual revenue ($10.61B vs $10.01B). TDG leads profitability with a 21.3% profit margin vs 5.2%. TDG appears more attractively valued with a PEG of 3.05. TDG earns a higher WallStSmart Score of 59/100 (C).
OSK
Hold50
out of 100
Grade: D+
TDG
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSK.
Margin of Safety
-52.1%
Fair Value
$871.65
Current Price
$1140.32
$268.67 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
Strong operational efficiency at 46.0%
Conservative balance sheet, low leverage
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Revenue surging 22.5% year-over-year
Areas to Watch
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bull Case : TDG
The strongest argument for TDG centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 21.3% and operating margin at 46.0%. Revenue growth of 22.5% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Bear Case : TDG
The primary concerns for TDG are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
OSK profiles as a value stock while TDG is a growth play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
TDG is growing revenue faster at 22.5% — sustainability is the question.
TDG generates stronger free cash flow (650M), providing more financial flexibility.
Bottom Line
TDG scores higher overall (59/100 vs 50/100), backed by strong 21.3% margins and 22.5% revenue growth. 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.
Transdigm Group Incorporated
INDUSTRIALS · AEROSPACE & DEFENSE · USA
TransDigm Group is a publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components.
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