WallStSmart

Louisiana-Pacific Corporation (LPX)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 307% more annual revenue ($10.42B vs $2.56B). OSK leads profitability with a 6.2% profit margin vs 3.2%. LPX appears more attractively valued with a PEG of 3.68. OSK earns a higher WallStSmart Score of 48/100 (D+).

LPX

Avoid

35

out of 100

Grade: F

Growth: 2.0Profit: 5.0Value: 2.7Quality: 8.5
Piotroski: 4/9Altman Z: 3.56

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

LPXOvervalued (-8.2%)

Margin of Safety

-8.2%

Fair Value

$89.70

Current Price

$75.49

$14.21 premium

UndervaluedFair: $89.70Overvalued
OSKUndervalued (+33.0%)

Margin of Safety

+33.0%

Fair Value

$260.30

Current Price

$153.06

$107.24 discount

UndervaluedFair: $260.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LPX2 strengths · Avg: 9.5/10
Altman Z-ScoreHealth
3.5610/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

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

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

LPX4 concerns · Avg: 2.5/10
Return on EquityProfitability
4.8%3/10

ROE of 4.8% — below average capital efficiency

Profit MarginProfitability
3.2%3/10

3.2% margin — thin

PEG RatioValuation
3.682/10

Expensive relative to growth rate

P/E RatioValuation
64.5x2/10

Premium valuation, high expectations priced in

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 : LPX

The strongest argument for LPX centers on Altman Z-Score, Debt/Equity.

Bull Case : OSK

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

Bear Case : LPX

The primary concerns for LPX are Return on Equity, Profit Margin, PEG Ratio. A P/E of 64.5x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

LPX carries more volatility with a beta of 1.59 — expect wider price swings.

OSK is growing revenue faster at 3.5% — sustainability is the question.

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

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OSK scores higher overall (48/100 vs 35/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Louisiana-Pacific Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Louisiana-Pacific Corporation, manufactures and markets construction products primarily for use in the construction, repair and remodeling of new homes and outdoor structures markets. The company is headquartered in Nashville, Tennessee.

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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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