WallStSmart

Oshkosh Corporation (OSK)vsUniversal Logistics Holdings Inc (ULH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 576% more annual revenue ($10.43B vs $1.54B). OSK leads profitability with a 5.5% profit margin vs -7.1%. ULH appears more attractively valued with a PEG of 3.73. OSK earns a higher WallStSmart Score of 49/100 (D+).

OSK

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

ULH

Avoid

35

out of 100

Grade: F

Growth: 2.0Profit: 3.0Value: 4.3Quality: 4.5
Piotroski: 2/9Altman Z: 1.70
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for OSK.

ULHUndervalued (+5.2%)

Margin of Safety

+5.2%

Fair Value

$16.79

Current Price

$17.21

$0.42 discount

UndervaluedFair: $16.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

ULH1 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Areas to Watch

OSK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

ULH4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.704/10

Distress zone — elevated risk

Market CapQuality
$476.90M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.3%3/10

Operating margin of 1.3%

Debt/EquityHealth
1.733/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

The strongest argument for OSK centers on Debt/Equity, 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, Operating Margin.

Bear Case : ULH

The primary concerns for ULH are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 1.73 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 1.26 — expect wider price swings.

OSK is growing revenue faster at 0.2% — sustainability is the question.

ULH generates stronger free cash flow (24M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (49/100 vs 35/100). 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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