WallStSmart

Allegion PLC (ALLE)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 151% more annual revenue ($10.42B vs $4.16B). ALLE leads profitability with a 15.2% profit margin vs 6.2%. ALLE appears more attractively valued with a PEG of 2.11. ALLE earns a higher WallStSmart Score of 56/100 (C).

ALLE

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 8.5Value: 4.0Quality: 5.5
Piotroski: 3/9Altman Z: 2.46

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALLESignificantly Overvalued (-28.6%)

Margin of Safety

-28.6%

Fair Value

$139.48

Current Price

$137.37

$2.11 premium

UndervaluedFair: $139.48Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALLE1 strengths · Avg: 10.0/10
Return on EquityProfitability
34.2%10/10

Every $100 of equity generates 34 in profit

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

ALLE4 concerns · Avg: 3.0/10
PEG RatioValuation
2.114/10

Expensive relative to growth rate

Debt/EquityHealth
1.103/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-7.0%2/10

Earnings declined 7.0%

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ALLE

The strongest argument for ALLE centers on Return on Equity. Profitability is solid with margins at 15.2% and operating margin at 18.9%.

Bull Case : OSK

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

Bear Case : ALLE

The primary concerns for ALLE are PEG Ratio, Debt/Equity, Piotroski F-Score.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

ALLE profiles as a mature stock while OSK is a value play — different risk/reward profiles.

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

ALLE is growing revenue faster at 9.7% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

Bottom Line

ALLE scores higher overall (56/100 vs 48/100), backed by strong 15.2% margins. 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.

Allegion PLC

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

Allegion plc is an American-Irish provider based in Dublin of security products, for homes and businesses. It comprises thirty one global brands, including CISA, Interflex, LCN, Schlage and Von Duprin.

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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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