Oshkosh Corporation (OSK)vsWaste Connections Inc (WCN)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
WCN
Waste Connections Inc
$163.75
+0.13%
INDUSTRIALS · Cap: $41.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 8% more annual revenue ($10.42B vs $9.61B). WCN leads profitability with a 11.0% profit margin vs 6.2%. WCN appears more attractively valued with a PEG of 1.77. WCN earns a higher WallStSmart Score of 49/100 (D+).
OSK
Hold48
out of 100
Grade: D+
WCN
Hold49
out of 100
Grade: D+
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
-1.3%
Fair Value
$169.53
Current Price
$163.75
$5.78 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
No standout strengths identified
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
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 7.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : WCN
WCN has a balanced fundamental profile.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : WCN
The primary concerns for WCN are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 40.0x leaves little room for execution misses.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
WCN is growing revenue faster at 6.4% — 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
WCN scores higher overall (49/100 vs 48/100). OSK offers better value entry with a 32.8% 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.
Waste Connections Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Waste Connections, Inc. provides waste collection, transfer, disposal and recycling services in the United States and Canada. The company is headquartered in Vaughan, Canada.
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