WallStSmart

Hillman Solutions Corp (HLMN)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 567% more annual revenue ($10.43B vs $1.56B). OSK leads profitability with a 5.5% profit margin vs 2.3%. OSK trades at a lower P/E of 15.0x. HLMN earns a higher WallStSmart Score of 50/100 (D+).

HLMN

Hold

50

out of 100

Grade: D+

Growth: 6.0Profit: 4.0Value: 4.7Quality: 6.5
Piotroski: 5/9Altman Z: 1.57

OSK

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLMN2 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

EPS GrowthGrowth
209.7%10/10

Earnings expanding 209.7% YoY

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

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

HLMN4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

Altman Z-ScoreHealth
1.574/10

Distress zone — elevated risk

Market CapQuality
$1.51B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.0%3/10

ROE of 3.0% — below average capital efficiency

OSK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : HLMN

The strongest argument for HLMN centers on Price/Book, EPS Growth.

Bull Case : OSK

The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.

Bear Case : HLMN

The primary concerns for HLMN are Revenue Growth, Altman Z-Score, Market Cap. A P/E of 42.9x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.

Key Dynamics to Monitor

HLMN carries more volatility with a beta of 1.41 — expect wider price swings.

HLMN is growing revenue faster at 3.0% — sustainability is the question.

HLMN generates stronger free cash flow (35M), providing more financial flexibility.

Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HLMN scores higher overall (50/100 vs 49/100). Both earn "Hold" 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.

Hillman Solutions Corp

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Hillman Solutions Corp (HLMN) is a leading provider of innovative hardware and home improvement solutions, specializing in fasteners, keys, plumbing products, and identification systems for both professional and retail markets. The company boasts a robust distribution network and emphasizes advanced technology to enhance operational efficiency and customer satisfaction. With a strategic focus on continuous product innovation and targeted acquisitions, Hillman is well-positioned for sustainable growth in a competitive landscape driven by increasing consumer demand for convenience. This adaptability, paired with a strong operational framework, positions Hillman to deliver significant shareholder value over the long term.

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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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