Helios Technologies Inc (HLIO)vsOshkosh Corporation (OSK)
HLIO
Helios Technologies Inc
$81.27
-5.43%
INDUSTRIALS · Cap: $2.75B
OSK
Oshkosh Corporation
$130.53
-1.95%
INDUSTRIALS · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 1096% more annual revenue ($10.43B vs $871.90M). HLIO leads profitability with a 7.0% profit margin vs 5.5%. HLIO appears more attractively valued with a PEG of 1.03. HLIO earns a higher WallStSmart Score of 63/100 (C+).
HLIO
Buy63
out of 100
Grade: C+
OSK
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.4%
Fair Value
$118.05
Current Price
$81.27
$36.78 discount
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 169.1% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
16.8% revenue growth
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 6.5% — below average capital efficiency
7.0% margin — thin
Premium valuation, high expectations priced in
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HLIO
The strongest argument for HLIO centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 16.8% demonstrates continued momentum. 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, P/E Ratio, Price/Book.
Bear Case : HLIO
The primary concerns for HLIO are Return on Equity, Profit Margin, P/E Ratio. A P/E of 45.6x leaves little room for execution misses.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
HLIO profiles as a growth 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.
HLIO is growing revenue faster at 16.8% — sustainability is the question.
HLIO generates stronger free cash flow (17M), providing more financial flexibility.
Bottom Line
HLIO scores higher overall (63/100 vs 49/100) and 16.8% 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.
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.
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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