GATX Corporation (GATX)vsOshkosh Corporation (OSK)
GATX
GATX Corporation
$195.92
+1.10%
INDUSTRIALS · Cap: $6.88B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 499% more annual revenue ($10.42B vs $1.74B). GATX leads profitability with a 19.2% profit margin vs 6.2%. GATX appears more attractively valued with a PEG of 0.64. GATX earns a higher WallStSmart Score of 73/100 (B).
GATX
Strong Buy73
out of 100
Grade: B
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.4%
Fair Value
$120.03
Current Price
$195.92
$75.89 premium
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
Strong operational efficiency at 31.0%
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 25.8% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : GATX
The strongest argument for GATX centers on Operating Margin, PEG Ratio, Price/Book. Profitability is solid with margins at 19.2% and operating margin at 31.0%. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : GATX
The primary concerns for GATX are Free Cash Flow, Altman Z-Score.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
GATX profiles as a mature stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
GATX is growing revenue faster at 8.6% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
GATX scores higher overall (73/100 vs 48/100), backed by strong 19.2% margins. 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.
GATX Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
GATX Corporation (NYSE: GATX) strives to be recognized as the best car rental company in the world by our customers, our shareholders, our employees and the communities where we operate. The company is headquartered in Chicago, Illinois since its founding in 1898.
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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