Oshkosh Corporation (OSK)vsUL Solutions Inc. (ULS)
OSK
Oshkosh Corporation
$155.35
-0.61%
INDUSTRIALS · Cap: $9.23B
ULS
UL Solutions Inc.
$90.49
+2.82%
INDUSTRIALS · Cap: $17.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 241% more annual revenue ($10.42B vs $3.05B). ULS leads profitability with a 10.6% profit margin vs 6.2%. ULS appears more attractively valued with a PEG of 2.32. ULS earns a higher WallStSmart Score of 52/100 (C-).
OSK
Hold48
out of 100
Grade: D+
ULS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$155.35
$104.25 discount
Margin of Safety
+24.9%
Fair Value
$96.58
Current Price
$90.49
$6.09 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 31 in profit
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
Trading at 14.4x book value
Premium valuation, high expectations priced in
Earnings declined 17.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : ULS
The strongest argument for ULS centers on Return on Equity.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : ULS
The primary concerns for ULS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 55.0x leaves little room for execution misses.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
ULS is growing revenue faster at 6.8% — 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
ULS scores higher overall (52/100 vs 48/100). OSK offers better value entry with a 32.8% margin of safety. Both earn "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.
UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?