Oshkosh Corporation (OSK)vsXPO Logistics Inc (XPO)
OSK
Oshkosh Corporation
$130.53
-1.95%
INDUSTRIALS · Cap: $8.42B
XPO
XPO Logistics Inc
$218.94
-0.15%
INDUSTRIALS · Cap: $26.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 26% more annual revenue ($10.43B vs $8.30B). OSK leads profitability with a 5.5% profit margin vs 4.2%. XPO appears more attractively valued with a PEG of 2.53. XPO earns a higher WallStSmart Score of 53/100 (C-).
OSK
Hold49
out of 100
Grade: D+
XPO
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSK.
Margin of Safety
-23.4%
Fair Value
$163.60
Current Price
$218.94
$55.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 46.6% YoY
Areas to Watch
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Trading at 13.8x book value
Distress zone — elevated risk
4.2% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bull Case : XPO
The strongest argument for XPO centers on EPS Growth.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Bear Case : XPO
The primary concerns for XPO are Price/Book, Altman Z-Score, Profit Margin. A P/E of 78.7x leaves little room for execution misses. Debt-to-equity of 2.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
XPO carries more volatility with a beta of 1.64 — expect wider price swings.
XPO is growing revenue faster at 7.3% — sustainability is the question.
XPO generates stronger free cash flow (72M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XPO scores higher overall (53/100 vs 49/100). 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.
XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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