Oshkosh Corporation (OSK)vsWillis Lease Finance Corporation (WLFC)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
WLFC
Willis Lease Finance Corporation
$194.15
+4.60%
INDUSTRIALS · Cap: $1.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 1356% more annual revenue ($10.42B vs $715.77M). WLFC leads profitability with a 15.9% profit margin vs 6.2%. WLFC appears more attractively valued with a PEG of 0.94. WLFC earns a higher WallStSmart Score of 64/100 (C+).
OSK
Hold48
out of 100
Grade: D+
WLFC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Intrinsic value data unavailable for WLFC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.6%
Revenue surging 27.8% year-over-year
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 45.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : WLFC
The strongest argument for WLFC centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 15.9% and operating margin at 27.6%. Revenue growth of 27.8% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : WLFC
The primary concerns for WLFC are Market Cap, Piotroski F-Score, EPS Growth. Debt-to-equity of 3.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
OSK profiles as a value stock while WLFC is a growth play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
WLFC is growing revenue faster at 27.8% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
WLFC scores higher overall (64/100 vs 48/100), backed by strong 15.9% margins and 27.8% revenue growth. 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.
Willis Lease Finance Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Willis Lease Finance Corporation is a global lessor and manager of commercial aircraft and aircraft engines. The company is headquartered in Coconut Creek, Florida.
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