Global Payments Inc (GPN)vsOshkosh Corporation (OSK)
GPN
Global Payments Inc
$88.29
-0.29%
INDUSTRIALS · Cap: $24.54B
OSK
Oshkosh Corporation
$145.85
-1.30%
INDUSTRIALS · Cap: $9.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 4% more annual revenue ($10.61B vs $10.21B). OSK leads profitability with a 5.2% profit margin vs -9.2%. GPN appears more attractively valued with a PEG of 0.27. GPN earns a higher WallStSmart Score of 59/100 (C).
GPN
Buy59
out of 100
Grade: C
OSK
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.5%
Fair Value
$142.91
Current Price
$88.29
$54.62 discount
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 68.6% year-over-year
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of -4.1% — below average capital efficiency
Earnings declined 95.2%
Distress zone — elevated risk
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : GPN
The strongest argument for GPN centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 68.6% demonstrates continued momentum. PEG of 0.27 suggests the stock is reasonably priced for its growth.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : GPN
The primary concerns for GPN are P/E Ratio, Return on Equity, EPS Growth. A P/E of 44.0x 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
GPN profiles as a hypergrowth 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.
GPN is growing revenue faster at 68.6% — sustainability is the question.
GPN generates stronger free cash flow (427M), providing more financial flexibility.
Bottom Line
GPN scores higher overall (59/100 vs 50/100) and 68.6% revenue growth. Both earn "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.
Global Payments Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Global Payments Inc. is an American company providing financial technology services globally headquartered in Atlanta, Georgia.
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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