Mayville Engineering Co Inc (MEC)vsOshkosh Corporation (OSK)
MEC
Mayville Engineering Co Inc
$22.81
+4.49%
INDUSTRIALS · Cap: $443.14M
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 1807% more annual revenue ($10.42B vs $546.49M). OSK leads profitability with a 6.2% profit margin vs -1.5%. OSK earns a higher WallStSmart Score of 48/100 (D+).
MEC
Hold40
out of 100
Grade: F
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.8%
Fair Value
$30.84
Current Price
$22.81
$8.03 discount
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
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -3.3% — below average capital efficiency
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : MEC
The strongest argument for MEC centers on Price/Book. Revenue growth of 10.7% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : MEC
The primary concerns for MEC are Market Cap, Debt/Equity, Piotroski F-Score.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
MEC profiles as a turnaround stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
MEC is growing revenue faster at 10.7% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
OSK scores higher overall (48/100 vs 40/100). MEC offers better value entry with a 29.8% margin of safety. 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.
Mayville Engineering Co Inc
INDUSTRIALS · METAL FABRICATION · USA
Mayville Engineering Company, Inc., is a contract manufacturer serving medium-duty and heavy commercial vehicles, construction and access equipment, motorsports, agriculture, military, and other end markets in the United States. The company is headquartered in Mayville, Wisconsin.
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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