Oshkosh Corporation (OSK)vsTradeweb Markets Inc (TW)
OSK
Oshkosh Corporation
$147.89
+0.85%
INDUSTRIALS · Cap: $9.28B
TW
Tradeweb Markets Inc
$119.95
-2.74%
FINANCIAL SERVICES · Cap: $26.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 408% more annual revenue ($10.42B vs $2.05B). TW leads profitability with a 39.6% profit margin vs 6.2%. TW appears more attractively valued with a PEG of 2.97. TW earns a higher WallStSmart Score of 67/100 (B-).
OSK
Hold48
out of 100
Grade: D+
TW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-156.1%
Fair Value
$68.14
Current Price
$147.89
$79.75 premium
Margin of Safety
+34.8%
Fair Value
$176.44
Current Price
$119.95
$56.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 42.4%
Earnings expanding 128.8% YoY
Safe zone — low bankruptcy risk
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
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
OSK profiles as a value stock while TW is a mature play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.35 — expect wider price swings.
TW is growing revenue faster at 12.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
TW scores higher overall (67/100 vs 48/100), backed by strong 39.6% margins and 12.5% revenue growth. Both earn "Strong 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.
Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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