WallStSmart

Loar Holdings Inc. (LOAR)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 1838% more annual revenue ($10.42B vs $537.71M). LOAR leads profitability with a 12.6% profit margin vs 6.2%. OSK trades at a lower P/E of 15.3x. OSK earns a higher WallStSmart Score of 48/100 (D+).

LOAR

Hold

47

out of 100

Grade: D+

Growth: 7.3Profit: 6.0Value: 4.0Quality: 8.5
Piotroski: 5/9Altman Z: 2.52

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LOAR.

OSKUndervalued (+33.0%)

Margin of Safety

+33.0%

Fair Value

$260.30

Current Price

$137.97

$122.33 discount

UndervaluedFair: $260.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LOAR3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
36.1%10/10

Revenue surging 36.1% year-over-year

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Operating MarginProfitability
22.3%8/10

Strong operational efficiency at 22.3%

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

LOAR3 concerns · Avg: 2.3/10
Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

P/E RatioValuation
84.7x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-25.6%2/10

Earnings declined 25.6%

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.302/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : LOAR

The strongest argument for LOAR centers on Revenue Growth, Debt/Equity, Operating Margin. Revenue growth of 36.1% demonstrates continued momentum.

Bull Case : OSK

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

Bear Case : LOAR

The primary concerns for LOAR are Return on Equity, P/E Ratio, EPS Growth. A P/E of 84.7x 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

LOAR profiles as a growth stock while OSK is a value play — different risk/reward profiles.

OSK carries more volatility with a beta of 1.33 — expect wider price swings.

LOAR is growing revenue faster at 36.1% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (48/100 vs 47/100). 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.

Loar Holdings Inc.

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Loar Holdings Inc. is a diversified investment and holding company primarily focused on acquiring and managing assets in the technology and real estate sectors. With a commitment to sustainable growth and value creation, Loar employs innovative strategies to enhance operational efficiencies and maximize shareholder returns. By targeting emerging market opportunities, the company positions itself as a compelling investment prospect for institutional investors aiming to diversify their portfolios while pursuing long-term financial objectives.

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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