MSC Industrial Direct Company Inc (MSM)vsOshkosh Corporation (OSK)
MSM
MSC Industrial Direct Company Inc
$115.51
-1.26%
INDUSTRIALS · Cap: $6.52B
OSK
Oshkosh Corporation
$130.53
-1.95%
INDUSTRIALS · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 172% more annual revenue ($10.43B vs $3.83B). OSK leads profitability with a 5.5% profit margin vs 5.4%. MSM appears more attractively valued with a PEG of 2.38. MSM earns a higher WallStSmart Score of 51/100 (C-).
MSM
Buy51
out of 100
Grade: C-
OSK
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.8%
Fair Value
$94.27
Current Price
$115.51
$21.24 premium
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
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
2.9% revenue growth
5.4% margin — thin
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MSM
The strongest argument for MSM centers on Altman Z-Score.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : MSM
The primary concerns for MSM are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
MSM is growing revenue faster at 2.9% — sustainability is the question.
MSM generates stronger free cash flow (73M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSM scores higher overall (51/100 vs 49/100). 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.
MSC Industrial Direct Company Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
MSC Industrial Direct Co., Inc., distributes metalworking and maintenance, repair and operations (MRO) products in the United States, Canada, Mexico, and the United Kingdom. The company is headquartered in Melville, New York.
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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