Oshkosh Corporation (OSK)vsThermon Group Holdings Inc (THR)
OSK
Oshkosh Corporation
$137.97
-9.86%
INDUSTRIALS · Cap: $9.59B
THR
Thermon Group Holdings Inc
$65.66
+0.52%
INDUSTRIALS · Cap: $2.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 1897% more annual revenue ($10.42B vs $522.01M). THR leads profitability with a 11.3% profit margin vs 6.2%. THR appears more attractively valued with a PEG of 0.98. THR earns a higher WallStSmart Score of 56/100 (C).
OSK
Hold48
out of 100
Grade: D+
THR
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
-45.2%
Fair Value
$36.27
Current Price
$65.66
$29.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Growing faster than its price suggests
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
1.9% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : THR
The strongest argument for THR centers on Altman Z-Score, PEG Ratio. PEG of 0.98 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 : THR
The primary concerns for THR are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.33 — expect wider price swings.
THR is growing revenue faster at 9.6% — 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
THR 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.
Thermon Group Holdings Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Thermon Group Holdings, Inc. provides industrial process heating solutions designed for process industries globally. The company is headquartered in Austin, Texas.
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