Elbit Systems Ltd (ESLT)vsOshkosh Corporation (OSK)
ESLT
Elbit Systems Ltd
$839.34
+2.42%
INDUSTRIALS · Cap: $38.31B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 31% more annual revenue ($10.42B vs $7.94B). ESLT leads profitability with a 6.7% profit margin vs 6.2%. OSK appears more attractively valued with a PEG of 6.51. OSK earns a higher WallStSmart Score of 48/100 (D+).
ESLT
Hold46
out of 100
Grade: D+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ESLT.
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
Earnings expanding 76.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 9.4x book value
Distress zone — elevated risk
6.7% margin — thin
Expensive relative to growth rate
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ESLT
The strongest argument for ESLT centers on EPS Growth. Revenue growth of 11.3% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : ESLT
The primary concerns for ESLT are Price/Book, Altman Z-Score, Profit Margin. A P/E of 72.0x leaves little room for execution misses.
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.
ESLT is growing revenue faster at 11.3% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OSK scores higher overall (48/100 vs 46/100). 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.
Elbit Systems Ltd
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Elbit Systems Ltd. develops and supplies a portfolio of airborne, land and naval products and systems for defense, national security and commercial aviation applications primarily in Israel. The company is headquartered in Haifa, Israel.
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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