WallStSmart

Applied Industrial Technologies (AIT)vsOshkosh Corporation (OSK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 114% more annual revenue ($10.61B vs $4.97B). AIT leads profitability with a 8.3% profit margin vs 5.2%. AIT appears more attractively valued with a PEG of 2.78. AIT earns a higher WallStSmart Score of 57/100 (C).

AIT

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 7.0Value: 3.7Quality: 9.0
Piotroski: 6/9Altman Z: 4.91

OSK

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIT3 strengths · Avg: 9.3/10
Altman Z-ScoreHealth
4.9110/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

AIT2 concerns · Avg: 3.0/10
P/E RatioValuation
30.2x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
2.782/10

Expensive relative to growth rate

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : AIT

The strongest argument for AIT centers on Altman Z-Score, Return on Equity, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum.

Bull Case : OSK

The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.

Bear Case : AIT

The primary concerns for AIT are P/E Ratio, PEG Ratio.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.26 — expect wider price swings.

AIT is growing revenue faster at 10.4% — sustainability is the question.

OSK generates stronger free cash flow (349M), providing more financial flexibility.

Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AIT scores higher overall (57/100 vs 52/100) and 10.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Applied Industrial Technologies

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Applied Industrial Technologies, Inc. distributes industrial products in North America, Australia, New Zealand, and Singapore. The company is headquartered in Cleveland, Ohio.

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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.

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