Herc Holdings Inc (HRI)vsOshkosh Corporation (OSK)
HRI
Herc Holdings Inc
$136.68
-2.69%
INDUSTRIALS · Cap: $4.83B
OSK
Oshkosh Corporation
$130.53
-1.95%
INDUSTRIALS · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 124% more annual revenue ($10.43B vs $4.65B). OSK leads profitability with a 5.5% profit margin vs -0.1%. HRI appears more attractively valued with a PEG of 0.06. HRI earns a higher WallStSmart Score of 52/100 (C-).
HRI
Buy52
out of 100
Grade: C-
OSK
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.8%
Fair Value
$105.26
Current Price
$136.68
$31.42 premium
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 32.3% year-over-year
Reasonable price relative to book value
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
ROE of -0.3% — below average capital efficiency
Earnings declined 79.0%
Distress zone — elevated risk
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HRI
The strongest argument for HRI centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 32.3% demonstrates continued momentum. PEG of 0.06 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 : HRI
The primary concerns for HRI are Piotroski F-Score, Return on Equity, EPS Growth. Debt-to-equity of 5.08 is elevated, increasing financial risk.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
HRI profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.
HRI carries more volatility with a beta of 1.90 — expect wider price swings.
HRI is growing revenue faster at 32.3% — sustainability is the question.
HRI generates stronger free cash flow (236M), providing more financial flexibility.
Bottom Line
HRI scores higher overall (52/100 vs 49/100) and 32.3% 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.
Herc Holdings Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Herc Holdings Inc. is an equipment rental provider primarily in the United States and internationally. The company is headquartered in Bonita Springs, Florida.
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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