IES Holdings Inc (IESC)vsOshkosh Corporation (OSK)
IESC
IES Holdings Inc
$572.01
-4.82%
INDUSTRIALS · Cap: $11.40B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 198% more annual revenue ($10.42B vs $3.49B). IESC leads profitability with a 9.8% profit margin vs 6.2%. OSK trades at a lower P/E of 14.7x. IESC earns a higher WallStSmart Score of 58/100 (C).
IESC
Buy58
out of 100
Grade: C
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IESC.
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
Every $100 of equity generates 42 in profit
Earnings expanding 65.8% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
16.2% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.9x book value
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : IESC
The strongest argument for IESC centers on Return on Equity, EPS Growth, Altman Z-Score. Revenue growth of 16.2% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : IESC
The primary concerns for IESC are P/E Ratio, Price/Book.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
IESC profiles as a growth stock while OSK is a value play — different risk/reward profiles.
IESC carries more volatility with a beta of 1.67 — expect wider price swings.
IESC is growing revenue faster at 16.2% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
IESC scores higher overall (58/100 vs 48/100) and 16.2% 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.
IES Holdings Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
IES Holdings, Inc. designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States. The company is headquartered in Houston, Texas.
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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