Cardinal Health Inc (CAH)vsOshkosh Corporation (OSK)
CAH
Cardinal Health Inc
$207.23
+0.40%
HEALTHCARE · Cap: $48.91B
OSK
Oshkosh Corporation
$146.65
+1.23%
INDUSTRIALS · Cap: $8.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Cardinal Health Inc generates 2248% more annual revenue ($244.67B vs $10.42B). CAH leads profitability with a 68.0% profit margin vs 6.2%. CAH appears more attractively valued with a PEG of 1.36. CAH earns a higher WallStSmart Score of 53/100 (C-).
CAH
Buy53
out of 100
Grade: C-
OSK
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.6%
Fair Value
$259.58
Current Price
$207.23
$52.35 discount
Margin of Safety
-156.4%
Fair Value
$68.07
Current Price
$146.65
$78.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 68 of every $100 in revenue as profit
Strong operational efficiency at 123.0%
Safe zone — low bankruptcy risk
18.8% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CAH
The strongest argument for CAH centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 68.0% and operating margin at 123.0%. Revenue growth of 18.8% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : CAH
The primary concerns for CAH are P/E Ratio, Return on Equity.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
CAH profiles as a growth stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.35 — expect wider price swings.
CAH is growing revenue faster at 18.8% — sustainability is the question.
CAH generates stronger free cash flow (555M), providing more financial flexibility.
Bottom Line
CAH scores higher overall (53/100 vs 50/100), backed by strong 68.0% margins and 18.8% 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.
Cardinal Health Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Cardinal Health, Inc. is an American multinational health care services company.
Visit Website →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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