Oshkosh Corporation (OSK)vsZurn Elkay Water Solutions Corporation (ZWS)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
ZWS
Zurn Elkay Water Solutions Corporation
$51.96
+2.12%
INDUSTRIALS · Cap: $8.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 499% more annual revenue ($10.42B vs $1.74B). ZWS leads profitability with a 12.3% profit margin vs 6.2%. ZWS appears more attractively valued with a PEG of 1.79. ZWS earns a higher WallStSmart Score of 59/100 (C).
OSK
Hold48
out of 100
Grade: D+
ZWS
Buy59
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
Margin of Safety
-0.2%
Fair Value
$51.43
Current Price
$51.96
$0.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 37.2% YoY
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
Distress zone — elevated risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : ZWS
The strongest argument for ZWS centers on EPS Growth. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : ZWS
The primary concerns for ZWS are PEG Ratio, Altman Z-Score, P/E Ratio. A P/E of 41.4x leaves little room for execution misses.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
ZWS is growing revenue faster at 11.4% — 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
ZWS scores higher overall (59/100 vs 48/100) and 11.4% 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.
Zurn Elkay Water Solutions Corporation
INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA
Zurn Water Solutions Corporation designs, acquires, manufactures, and markets water system solutions that provide and improve water quality, safety, flow control, and conservation in and around non-residential buildings. The company is headquartered in Milwaukee, Wisconsin.
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