WallStSmart

Donaldson Company Inc (DCI)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 174% more annual revenue ($10.43B vs $3.81B). DCI leads profitability with a 11.5% profit margin vs 5.5%. DCI appears more attractively valued with a PEG of 1.65. DCI earns a higher WallStSmart Score of 66/100 (B-).

DCI

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 7.5Value: 4.0Quality: 8.0
Piotroski: 4/9Altman Z: 3.90

OSK

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DCISignificantly Overvalued (-73.0%)

Margin of Safety

-73.0%

Fair Value

$63.93

Current Price

$83.65

$19.72 premium

UndervaluedFair: $63.93Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DCI3 strengths · Avg: 9.7/10
EPS GrowthGrowth
108.3%10/10

Earnings expanding 108.3% YoY

Altman Z-ScoreHealth
3.9010/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
24.0%9/10

Every $100 of equity generates 24 in profit

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

DCI1 concerns · Avg: 4.0/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

OSK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : DCI

The strongest argument for DCI centers on EPS Growth, Altman Z-Score, Return on Equity.

Bull Case : OSK

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

Bear Case : DCI

The primary concerns for DCI are PEG Ratio.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.

Key Dynamics to Monitor

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

DCI is growing revenue faster at 5.8% — sustainability is the question.

DCI generates stronger free cash flow (112M), providing more financial flexibility.

Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DCI scores higher overall (66/100 vs 49/100). 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.

Donaldson Company Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.

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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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