Danaos Corporation (DAC)vsOshkosh Corporation (OSK)
DAC
Danaos Corporation
$119.82
-1.09%
INDUSTRIALS · Cap: $2.19B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 900% more annual revenue ($10.42B vs $1.04B). DAC leads profitability with a 47.4% profit margin vs 6.2%. DAC appears more attractively valued with a PEG of 0.12. DAC earns a higher WallStSmart Score of 75/100 (B+).
DAC
Strong Buy75
out of 100
Grade: B+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-62.7%
Fair Value
$65.34
Current Price
$119.82
$54.48 premium
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 45.7%
Earnings expanding 36.5% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
3.1% revenue growth
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DAC
The strongest argument for DAC centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 47.4% and operating margin at 45.7%. PEG of 0.12 suggests the stock is reasonably priced for its growth.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : DAC
The primary concerns for DAC are Revenue Growth.
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 MARINE SHIPPING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DAC scores higher overall (75/100 vs 48/100), backed by strong 47.4% margins. OSK offers better value entry with a 32.8% margin of safety. 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.
Danaos Corporation
INDUSTRIALS · MARINE SHIPPING · USA
Danaos Corporation owns and operates container ships in Australia, Asia, Europe and the United States. The company is headquartered in Piraeus, Greece.
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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