Distribution Solutions Group Inc (DSGR)vsOshkosh Corporation (OSK)
DSGR
Distribution Solutions Group Inc
$27.06
+0.41%
INDUSTRIALS · Cap: $1.24B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 426% more annual revenue ($10.42B vs $1.98B). OSK leads profitability with a 6.2% profit margin vs 0.4%. DSGR appears more attractively valued with a PEG of 2.69. OSK earns a higher WallStSmart Score of 48/100 (D+).
DSGR
Hold44
out of 100
Grade: D
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.7%
Fair Value
$109.97
Current Price
$27.06
$82.91 discount
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
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
0.2% revenue growth
Smaller company, higher risk/reward
ROE of 1.3% — below average capital efficiency
0.4% margin — thin
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DSGR
The strongest argument for DSGR centers on Price/Book.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : DSGR
The primary concerns for DSGR are Revenue Growth, Market Cap, Return on Equity. A P/E of 149.7x leaves little room for execution misses. Thin 0.4% 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 INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OSK scores higher overall (48/100 vs 44/100). DSGR offers better value entry with a 71.7% margin of safety. 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.
Distribution Solutions Group Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Lawson Products, Inc. sells and distributes specialty products for the industrial, commercial, institutional and government maintenance, repair and operations market. The company is headquartered in Chicago, Illinois.
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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