WallStSmart

Helios Technologies Inc (HLIO)vsOshkosh Corporation (OSK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 1095% more annual revenue ($10.76B vs $900.80M). HLIO leads profitability with a 8.7% profit margin vs 4.6%. OSK appears more attractively valued with a PEG of 0.82. HLIO earns a higher WallStSmart Score of 62/100 (C+).

HLIO

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 7.3Quality: 8.5
Piotroski: 7/9Altman Z: 2.41

OSK

Buy

58

out of 100

Grade: C

Growth: 4.0Profit: 5.5Value: 7.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLIOUndervalued (+38.7%)

Margin of Safety

+38.7%

Fair Value

$120.46

Current Price

$47.69

$72.77 discount

UndervaluedFair: $120.46Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLIO3 strengths · Avg: 9.3/10
EPS GrowthGrowth
71.0%10/10

Earnings expanding 71.0% YoY

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

OSK4 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.828/10

Growing faster than its price suggests

P/E RatioValuation
17.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

HLIO3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.3%4/10

4.3% revenue growth

Market CapQuality
$1.57B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

OSK3 concerns · Avg: 2.7/10
Profit MarginProfitability
4.6%3/10

4.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-27.0%2/10

Earnings declined 27.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : HLIO

The strongest argument for HLIO centers on EPS Growth, Debt/Equity, Price/Book. PEG of 1.03 suggests the stock is reasonably priced for its growth.

Bull Case : OSK

The strongest argument for OSK centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.82 suggests the stock is reasonably priced for its growth.

Bear Case : HLIO

The primary concerns for HLIO are Revenue Growth, Market Cap, Return on Equity.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, EPS Growth. Thin 4.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

HLIO carries more volatility with a beta of 1.31 — expect wider price swings.

OSK is growing revenue faster at 5.7% — sustainability is the question.

OSK generates stronger free cash flow (275M), providing more financial flexibility.

Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HLIO scores higher overall (62/100 vs 58/100). 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.

Helios Technologies Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Helios Technologies, Inc. develops, manufactures and sells solutions for the electronics and hydraulics markets in the Americas, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Sarasota, Florida.

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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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