Fastenal Company (FAST)vsOshkosh Corporation (OSK)
FAST
Fastenal Company
$51.45
+0.31%
INDUSTRIALS · Cap: $58.55B
OSK
Oshkosh Corporation
$137.93
+2.79%
INDUSTRIALS · Cap: $7.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 17% more annual revenue ($10.61B vs $9.08B). FAST leads profitability with a 15.6% profit margin vs 5.2%. FAST appears more attractively valued with a PEG of 3.39. FAST earns a higher WallStSmart Score of 64/100 (C+).
FAST
Buy64
out of 100
Grade: C+
OSK
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.9%
Fair Value
$107.83
Current Price
$51.45
$56.38 discount
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 34 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 21.5%
15.5% revenue growth
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 14.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : FAST
The strongest argument for FAST centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 15.6% and operating margin at 21.5%. Revenue growth of 15.5% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : FAST
The primary concerns for FAST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 41.5x leaves little room for execution misses.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
FAST profiles as a growth stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
FAST is growing revenue faster at 15.5% — sustainability is the question.
OSK generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
FAST scores higher overall (64/100 vs 52/100), backed by strong 15.6% margins and 15.5% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fastenal Company
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.
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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