Limbach Holdings Inc (LMB)vsOshkosh Corporation (OSK)
LMB
Limbach Holdings Inc
$99.17
-0.60%
INDUSTRIALS · Cap: $1.18B
OSK
Oshkosh Corporation
$155.29
-0.65%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 1511% more annual revenue ($10.42B vs $646.80M). OSK leads profitability with a 6.2% profit margin vs 6.0%. LMB appears more attractively valued with a PEG of 2.29. LMB earns a higher WallStSmart Score of 61/100 (C+).
LMB
Buy61
out of 100
Grade: C+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.0%
Fair Value
$68.57
Current Price
$99.17
$30.60 premium
Margin of Safety
+32.8%
Fair Value
$259.81
Current Price
$155.29
$104.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Every $100 of equity generates 22 in profit
Earnings expanding 23.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
6.0% margin — thin
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LMB
The strongest argument for LMB centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : LMB
The primary concerns for LMB are PEG Ratio, P/E Ratio, Market Cap.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
LMB profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.
LMB carries more volatility with a beta of 1.43 — expect wider price swings.
LMB is growing revenue faster at 30.1% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
LMB scores higher overall (61/100 vs 48/100) and 30.1% 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.
Limbach Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Limbach Holdings, Inc. is an integrated building systems solutions company in the United States. The company is headquartered in Pittsburgh, Pennsylvania.
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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