Navios Maritime Partners LP Unit (NMM)vsOshkosh Corporation (OSK)
NMM
Navios Maritime Partners LP Unit
$71.68
+0.39%
INDUSTRIALS · Cap: $2.14B
OSK
Oshkosh Corporation
$130.53
-1.95%
INDUSTRIALS · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 646% more annual revenue ($10.43B vs $1.40B). NMM leads profitability with a 25.1% profit margin vs 5.5%. NMM appears more attractively valued with a PEG of 2.19. NMM earns a higher WallStSmart Score of 77/100 (B+).
NMM
Strong Buy77
out of 100
Grade: B+
OSK
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.9%
Fair Value
$87.72
Current Price
$71.68
$16.04 discount
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 34.3%
Earnings expanding 163.2% YoY
Keeps 25 of every $100 in revenue as profit
17.4% revenue growth
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NMM
The strongest argument for NMM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 25.1% and operating margin at 34.3%. Revenue growth of 17.4% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : NMM
The primary concerns for NMM are PEG Ratio, Piotroski F-Score.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
NMM profiles as a growth stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
NMM is growing revenue faster at 17.4% — sustainability is the question.
NMM generates stronger free cash flow (54M), providing more financial flexibility.
Bottom Line
NMM scores higher overall (77/100 vs 49/100), backed by strong 25.1% margins and 17.4% revenue growth. Both earn "Strong 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.
Navios Maritime Partners LP Unit
INDUSTRIALS · MARINE SHIPPING · USA
Navios Maritime Partners LP owns and operates dry cargo ships in Asia, Europe, North America and Australia. The company is headquartered in Monaco.
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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