Oshkosh Corporation (OSK)vsTimken Company (TKR)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
TKR
Timken Company
$106.53
-0.33%
INDUSTRIALS · Cap: $7.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 127% more annual revenue ($10.42B vs $4.58B). TKR leads profitability with a 6.3% profit margin vs 6.2%. TKR appears more attractively valued with a PEG of 1.50. TKR earns a higher WallStSmart Score of 53/100 (C-).
OSK
Hold48
out of 100
Grade: D+
TKR
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
Margin of Safety
-50.2%
Fair Value
$72.43
Current Price
$106.53
$34.10 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
3.5% revenue growth
6.3% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : TKR
The strongest argument for TKR centers on Price/Book.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : TKR
The primary concerns for TKR are P/E Ratio, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
TKR is growing revenue faster at 3.5% — 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
TKR 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.
Timken Company
INDUSTRIALS · TOOLS & ACCESSORIES · USA
The Timken Company designs, manufactures and manages engineered bearings and power transmission products and services globally. The company is headquartered in North Canton, Ohio.
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