Oshkosh Corporation (OSK)vsZTO Express (Cayman) Inc (ZTO)
OSK
Oshkosh Corporation
$130.53
-1.95%
INDUSTRIALS · Cap: $8.42B
ZTO
ZTO Express (Cayman) Inc
$22.28
-1.02%
INDUSTRIALS · Cap: $17.15B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 394% more annual revenue ($51.49B vs $10.43B). ZTO leads profitability with a 17.9% profit margin vs 5.5%. ZTO appears more attractively valued with a PEG of 1.18. ZTO earns a higher WallStSmart Score of 70/100 (B-).
OSK
Hold49
out of 100
Grade: D+
ZTO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSK.
Margin of Safety
+64.6%
Fair Value
$70.28
Current Price
$22.28
$48.00 discount
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
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 22.0% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bull Case : ZTO
The strongest argument for ZTO centers on Altman Z-Score, P/E Ratio, Price/Book. Profitability is solid with margins at 17.9% and operating margin at 19.2%. Revenue growth of 22.0% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Bear Case : ZTO
No major red flags identified for ZTO, but monitor valuation.
Key Dynamics to Monitor
OSK profiles as a value stock while ZTO is a growth play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
ZTO is growing revenue faster at 22.0% — sustainability is the question.
ZTO generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (70/100 vs 49/100), backed by strong 17.9% margins and 22.0% revenue growth. Both earn "Strong 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.
ZTO Express (Cayman) Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · China
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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