GrafTech International Ltd (EAF)vsOshkosh Corporation (OSK)
EAF
GrafTech International Ltd
$8.50
-2.07%
INDUSTRIALS · Cap: $244.81M
OSK
Oshkosh Corporation
$155.35
-0.61%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 1967% more annual revenue ($10.42B vs $504.13M). OSK leads profitability with a 6.2% profit margin vs -43.6%. OSK earns a higher WallStSmart Score of 48/100 (D+).
EAF
Avoid22
out of 100
Grade: F
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.4%
Fair Value
$19.12
Current Price
$8.50
$10.62 discount
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$155.35
$104.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -213.7% — below average capital efficiency
Revenue declined 13.2%
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EAF
The strongest argument for EAF centers on Debt/Equity.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : EAF
The primary concerns for EAF are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
EAF profiles as a turnaround stock while OSK is a value play — different risk/reward profiles.
EAF carries more volatility with a beta of 1.64 — 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.
Bottom Line
OSK scores higher overall (48/100 vs 22/100). EAF offers better value entry with a 60.4% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
GrafTech International Ltd
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
GrafTech International Ltd. researches, develops, manufactures and sells graphite and carbon based products worldwide. The company is headquartered in Brooklyn Heights, Ohio.
Visit Website →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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