WallStSmart

Oshkosh Corporation (OSK)vsUnited Airlines Holdings Inc (UAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

United Airlines Holdings Inc generates 467% more annual revenue ($59.07B vs $10.42B). OSK leads profitability with a 6.2% profit margin vs 5.7%. OSK appears more attractively valued with a PEG of 6.51. UAL earns a higher WallStSmart Score of 60/100 (C).

OSK

Buy

50

out of 100

Grade: C-

Growth: 3.3Profit: 5.5Value: 4.0Quality: 6.5
Piotroski: 2/9Altman Z: 2.82

UAL

Buy

60

out of 100

Grade: C

Growth: 5.3Profit: 6.0Value: 7.3Quality: 4.0
Piotroski: 6/9Altman Z: 1.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKSignificantly Overvalued (-156.1%)

Margin of Safety

-156.1%

Fair Value

$68.14

Current Price

$140.31

$72.17 premium

UndervaluedFair: $68.14Overvalued
UALUndervalued (+43.5%)

Margin of Safety

+43.5%

Fair Value

$201.55

Current Price

$88.44

$113.11 discount

UndervaluedFair: $201.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

UAL3 strengths · Avg: 9.0/10
P/E RatioValuation
8.7x10/10

Attractively priced relative to earnings

Return on EquityProfitability
24.0%9/10

Every $100 of equity generates 24 in profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

UAL4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
4.8%4/10

4.8% revenue growth

Profit MarginProfitability
5.7%3/10

5.7% margin — thin

PEG RatioValuation
6.752/10

Expensive relative to growth rate

Free Cash FlowQuality
$-604.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

The strongest argument for OSK centers on P/E Ratio, Price/Book.

Bull Case : UAL

The strongest argument for UAL centers on P/E Ratio, Return on Equity, Price/Book.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Bear Case : UAL

The primary concerns for UAL are Revenue Growth, Profit Margin, PEG Ratio. Debt-to-equity of 2.39 is elevated, increasing financial risk.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.35 — expect wider price swings.

UAL is growing revenue faster at 4.8% — 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

UAL scores higher overall (60/100 vs 50/100). Both earn "Buy" and "Buy" 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.

United Airlines Holdings Inc

INDUSTRIALS · AIRLINES · USA

United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.

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