FTAI Aviation Ltd. (FTAI)vsOshkosh Corporation (OSK)
FTAI
FTAI Aviation Ltd.
$249.67
+17.16%
INDUSTRIALS · Cap: $22.16B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 316% more annual revenue ($10.42B vs $2.51B). FTAI leads profitability with a 20.0% profit margin vs 6.2%. FTAI appears more attractively valued with a PEG of 3.22. FTAI earns a higher WallStSmart Score of 67/100 (B-).
FTAI
Strong Buy67
out of 100
Grade: B-
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FTAI.
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
Every $100 of equity generates 241 in profit
Revenue surging 32.7% year-over-year
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.5%
Earnings expanding 29.8% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FTAI
The strongest argument for FTAI centers on Return on Equity, Revenue Growth, Profit Margin. Profitability is solid with margins at 20.0% and operating margin at 28.5%. Revenue growth of 32.7% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : FTAI
The primary concerns for FTAI are Altman Z-Score, Piotroski F-Score, PEG Ratio. A P/E of 47.0x leaves little room for execution misses. Debt-to-equity of 13.65 is elevated, increasing financial risk.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
FTAI profiles as a growth stock while OSK is a value play — different risk/reward profiles.
FTAI carries more volatility with a beta of 1.65 — expect wider price swings.
FTAI is growing revenue faster at 32.7% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
FTAI scores higher overall (67/100 vs 48/100), backed by strong 20.0% margins and 32.7% revenue growth. OSK offers better value entry with a 32.8% margin of safety. 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.
FTAI Aviation Ltd.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Fortress Transportation and Infrastructure Investors LLC owns and acquires infrastructure and related equipment for the transportation of goods and people in Africa, Asia, Europe, North and South America. The company is headquartered in New York, New York.
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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