Helios Technologies Inc (HLIO)vsOshkosh Corporation (OSK)
HLIO
Helios Technologies Inc
$66.84
-1.63%
INDUSTRIALS · Cap: $2.21B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 1142% more annual revenue ($10.42B vs $839.00M). OSK leads profitability with a 6.2% profit margin vs 5.8%. 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
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.5%
Fair Value
$124.11
Current Price
$66.84
$57.27 discount
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
Earnings expanding 307.8% YoY
Reasonable price relative to book value
17.4% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 5.4% — below average capital efficiency
5.8% margin — thin
Premium valuation, high expectations priced in
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HLIO
The strongest argument for HLIO centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 17.4% 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 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 46.1x leaves little room for execution misses.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
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 1.39 — expect wider price swings.
HLIO is growing revenue faster at 17.4% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
HLIO scores higher overall (63/100 vs 48/100) and 17.4% revenue growth. OSK offers better value entry with a 32.8% margin of safety. 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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