Oshkosh Corporation (OSK)vsUniversal Logistics Holdings Inc (ULH)
OSK
Oshkosh Corporation
$156.71
+2.24%
INDUSTRIALS · Cap: $9.73B
ULH
Universal Logistics Holdings Inc
$13.98
+13.84%
INDUSTRIALS · Cap: $590.24M
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 575% more annual revenue ($10.42B vs $1.54B). OSK leads profitability with a 6.2% profit margin vs -7.1%. ULH appears more attractively valued with a PEG of 3.73. OSK earns a higher WallStSmart Score of 48/100 (D+).
OSK
Hold48
out of 100
Grade: D+
ULH
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.9%
Fair Value
$260.07
Current Price
$156.71
$103.36 discount
Margin of Safety
+73.5%
Fair Value
$59.99
Current Price
$13.98
$46.01 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
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 1.3%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : ULH
The strongest argument for ULH centers on Price/Book.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : ULH
The primary concerns for ULH are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
OSK profiles as a value stock while ULH is a turnaround play — different risk/reward profiles.
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.
Bottom Line
OSK scores higher overall (48/100 vs 32/100). ULH offers better value entry with a 73.5% margin of safety. Both earn "Hold" and "Avoid" 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.
Universal Logistics Holdings Inc
INDUSTRIALS · TRUCKING · USA
Universal Logistics Holdings, Inc. offers transportation and logistics solutions in the United States, Mexico, Canada and Colombia. The company is headquartered in Warren, Michigan.
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