WallStSmart

CH Robinson Worldwide Inc (CHRW)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CH Robinson Worldwide Inc generates 56% more annual revenue ($16.23B vs $10.42B). OSK leads profitability with a 6.2% profit margin vs 3.6%. CHRW appears more attractively valued with a PEG of 2.84. OSK earns a higher WallStSmart Score of 48/100 (D+).

CHRW

Hold

45

out of 100

Grade: D

Growth: 2.0Profit: 7.0Value: 2.7Quality: 5.5
Piotroski: 4/9

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

CHRWSignificantly Overvalued (-37.5%)

Margin of Safety

-37.5%

Fair Value

$142.78

Current Price

$181.81

$39.03 premium

UndervaluedFair: $142.78Overvalued
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

CHRW1 strengths · Avg: 10.0/10
Return on EquityProfitability
32.9%10/10

Every $100 of equity generates 33 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

CHRW4 concerns · Avg: 3.3/10
P/E RatioValuation
38.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.7x4/10

Trading at 11.7x book value

Profit MarginProfitability
3.6%3/10

3.6% margin — thin

PEG RatioValuation
2.842/10

Expensive relative to growth rate

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 : CHRW

The strongest argument for CHRW centers on Return on Equity.

Bull Case : OSK

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

Bear Case : CHRW

The primary concerns for CHRW are P/E Ratio, Price/Book, Profit Margin. Thin 3.6% margins leave little buffer for downturns.

Bear Case : OSK

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

Key Dynamics to Monitor

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

OSK is growing revenue faster at 3.5% — sustainability is the question.

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

Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OSK scores higher overall (48/100 vs 45/100). Both earn "Hold" 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.

CH Robinson Worldwide Inc

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

C.H. Robinson is an American Fortune 500 provider of multimodal transportation services and third-party logistics (3PL). The company offers freight transportation, transportation management, brokerage and warehousing. It offers truckload, less than truckload, air freight, intermodal, and ocean transportation.

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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