WallStSmart

GXO Logistics Inc (GXO)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

GXO Logistics Inc generates 27% more annual revenue ($13.50B vs $10.61B). OSK leads profitability with a 5.2% profit margin vs 1.0%. GXO appears more attractively valued with a PEG of 1.36. GXO earns a higher WallStSmart Score of 53/100 (C-).

GXO

Buy

53

out of 100

Grade: C-

Growth: 5.3Profit: 4.0Value: 5.0Quality: 3.5
Piotroski: 4/9Altman Z: 1.36

OSK

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GXO1 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

GXO4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.5%3/10

ROE of 4.5% — below average capital efficiency

Profit MarginProfitability
1.0%3/10

1.0% margin — thin

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

P/E RatioValuation
44.8x2/10

Premium valuation, high expectations priced in

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : GXO

The strongest argument for GXO centers on Price/Book. Revenue growth of 10.8% demonstrates continued momentum. PEG of 1.36 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 : GXO

The primary concerns for GXO are Return on Equity, Profit Margin, Operating Margin. A P/E of 44.8x leaves little room for execution misses. Debt-to-equity of 2.01 is elevated, increasing financial risk.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

GXO carries more volatility with a beta of 1.61 — expect wider price swings.

GXO is growing revenue faster at 10.8% — sustainability is the question.

GXO generates stronger free cash flow (-34,000), providing more financial flexibility.

Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GXO scores higher overall (53/100 vs 52/100) and 10.8% 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.

GXO Logistics Inc

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

GXO Logistics Inc (GXO) is a leading provider of contract logistics services, specializing in supply chain management and tailored logistics solutions for the e-commerce, retail, and consumer goods sectors. The company capitalizes on its extensive global network and innovative technology to drive operational efficiency and responsiveness for its clients, while also committing to sustainable practices. With rising demand for sophisticated warehousing and fulfillment services, GXO is well-positioned to capitalize on evolving market dynamics, supported by a seasoned management team and strategic partnerships aimed at promoting sustainable growth and enhancing shareholder value.

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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