WallStSmart

Madison Air Solutions Corporation (MAIR)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 192% more annual revenue ($10.43B vs $3.57B). OSK leads profitability with a 5.5% profit margin vs 2.6%. OSK trades at a lower P/E of 15.0x. OSK earns a higher WallStSmart Score of 49/100 (D+).

MAIR

Hold

44

out of 100

Grade: D

Growth: 7.3Profit: 7.0Value: 4.0Quality: 5.0
Piotroski: 3/9

OSK

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MAIR2 strengths · Avg: 10.0/10
Return on EquityProfitability
277.5%10/10

Every $100 of equity generates 277 in profit

Revenue GrowthGrowth
33.8%10/10

Revenue surging 33.8% year-over-year

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

MAIR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
111.5x2/10

Premium valuation, high expectations priced in

OSK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MAIR

The strongest argument for MAIR centers on Return on Equity, Revenue Growth. Revenue growth of 33.8% demonstrates continued momentum.

Bull Case : OSK

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

Bear Case : MAIR

The primary concerns for MAIR are EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 111.5x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.

Key Dynamics to Monitor

MAIR profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.

MAIR is growing revenue faster at 33.8% — sustainability is the question.

MAIR generates stronger free cash flow (50M), providing more financial flexibility.

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

Bottom Line

OSK scores higher overall (49/100 vs 44/100). 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.

Madison Air Solutions Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Madison Air Solutions Corporation (MAIR) is a leading provider of innovative air handling and ventilation systems tailored for both residential and commercial applications. The company focuses on delivering high-efficiency air quality solutions that are designed to reduce energy consumption while enhancing indoor environmental quality. With a commitment to sustainability and cutting-edge technology, Madison Air continues to expand its market presence, driven by a strong pipeline of innovative products and strategic partnerships. As the demand for energy-efficient and environmentally-friendly solutions grows, MAIR is well-positioned to capitalize on emerging market opportunities in the HVAC industry.

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.

Want to dig deeper into these stocks?