WallStSmart

Carpenter Technology Corporation (CRS)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 240% more annual revenue ($10.61B vs $3.12B). CRS leads profitability with a 17.0% profit margin vs 5.2%. CRS appears more attractively valued with a PEG of 1.59. CRS earns a higher WallStSmart Score of 70/100 (B-).

CRS

Strong Buy

70

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 4.3Quality: 9.0
Piotroski: 6/9Altman Z: 3.50

OSK

Hold

50

out of 100

Grade: D+

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

CRS4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
3.5010/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
23.8%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
24.1%8/10

Strong operational efficiency at 24.1%

EPS GrowthGrowth
46.4%8/10

Earnings expanding 46.4% YoY

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

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

CRS3 concerns · Avg: 3.3/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

P/E RatioValuation
45.3x2/10

Premium valuation, high expectations priced in

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 : CRS

The strongest argument for CRS centers on Altman Z-Score, Return on Equity, Operating Margin. Profitability is solid with margins at 17.0% and operating margin at 24.1%. Revenue growth of 12.6% demonstrates continued momentum.

Bull Case : OSK

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

Bear Case : CRS

The primary concerns for CRS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 45.3x leaves little room for execution misses.

Bear Case : OSK

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

Key Dynamics to Monitor

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

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

CRS is growing revenue faster at 12.6% — sustainability is the question.

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

Bottom Line

CRS scores higher overall (70/100 vs 50/100), backed by strong 17.0% margins and 12.6% revenue growth. Both earn "Strong 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.

Carpenter Technology Corporation

INDUSTRIALS · METAL FABRICATION · USA

Carpenter Technology Corporation manufactures, manufactures and distributes specialty metals worldwide. The company is headquartered in Philadelphia, Pennsylvania.

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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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