Oshkosh Corporation (OSK)vsTranscat Inc (TRNS)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
TRNS
Transcat Inc
$76.10
+2.22%
INDUSTRIALS · Cap: $706.26M
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 3160% more annual revenue ($10.42B vs $319.69M). OSK leads profitability with a 6.2% profit margin vs 2.5%. OSK trades at a lower P/E of 14.7x. OSK earns a higher WallStSmart Score of 48/100 (D+).
OSK
Hold48
out of 100
Grade: D+
TRNS
Hold38
out of 100
Grade: F
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
-66.3%
Fair Value
$46.96
Current Price
$76.10
$29.14 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
Revenue surging 25.6% year-over-year
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 2.7% — below average capital efficiency
2.5% margin — thin
Operating margin of 1.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : TRNS
The strongest argument for TRNS centers on Price/Book, Revenue Growth. Revenue growth of 25.6% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : TRNS
The primary concerns for TRNS are Market Cap, Return on Equity, Profit Margin. A P/E of 89.0x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
OSK profiles as a value stock while TRNS is a growth play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
TRNS is growing revenue faster at 25.6% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
OSK scores higher overall (48/100 vs 38/100). Both earn "Hold" 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.
Transcat Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Transcat, Inc. provides laboratory instrument and calibration services in the United States, Canada, and internationally. The company is headquartered in Rochester, New York.
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