Oshkosh Corporation (OSK)vsU-Haul Holding Company (UHAL)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
UHAL
U-Haul Holding Company
$51.36
+1.28%
INDUSTRIALS · Cap: $9.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 74% more annual revenue ($10.42B vs $6.00B). OSK leads profitability with a 6.2% profit margin vs 2.1%. UHAL appears more attractively valued with a PEG of 2.35. OSK earns a higher WallStSmart Score of 48/100 (D+).
OSK
Hold48
out of 100
Grade: D+
UHAL
Hold40
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
+89.7%
Fair Value
$471.24
Current Price
$51.36
$419.88 discount
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
Expensive relative to growth rate
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 111.9x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
OSK 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
OSK scores higher overall (48/100 vs 40/100). UHAL offers better value entry with a 89.7% margin of safety. 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.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.
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