WallStSmart

Grupo Aeroportuario del Centro Norte SAB de CV (OMAB)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Grupo Aeroportuario del Centro Norte SAB de CV generates 56% more annual revenue ($16.21B vs $10.42B). OMAB leads profitability with a 32.6% profit margin vs 6.2%. OMAB appears more attractively valued with a PEG of 0.76. OMAB earns a higher WallStSmart Score of 66/100 (B-).

OMAB

Strong Buy

66

out of 100

Grade: B-

Growth: 5.3Profit: 10.0Value: 8.7Quality: 5.8
Piotroski: 4/9Altman Z: 2.61

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

OMABUndervalued (+61.5%)

Margin of Safety

+61.5%

Fair Value

$335.73

Current Price

$106.01

$229.72 discount

UndervaluedFair: $335.73Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OMAB6 strengths · Avg: 9.0/10
Return on EquityProfitability
43.4%10/10

Every $100 of equity generates 43 in profit

Profit MarginProfitability
32.6%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
54.5%10/10

Strong operational efficiency at 54.5%

PEG RatioValuation
0.768/10

Growing faster than its price suggests

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.78B8/10

Generating 1.8B in free cash flow

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

OMAB1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-4.1%2/10

Earnings declined 4.1%

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
6.512/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : OMAB

The strongest argument for OMAB centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 32.6% and operating margin at 54.5%. PEG of 0.76 suggests the stock is reasonably priced for its growth.

Bull Case : OSK

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

Bear Case : OMAB

The primary concerns for OMAB are EPS Growth.

Bear Case : OSK

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

Key Dynamics to Monitor

OMAB profiles as a mature 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.

OMAB is growing revenue faster at 6.9% — sustainability is the question.

OMAB generates stronger free cash flow (1.8B), providing more financial flexibility.

Bottom Line

OMAB scores higher overall (66/100 vs 48/100), backed by strong 32.6% margins. OSK offers better value entry with a 32.8% margin of safety. 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.

Grupo Aeroportuario del Centro Norte SAB de CV

INDUSTRIALS · AIRPORTS & AIR SERVICES · USA

Grupo Aeroportuario del Centro Norte, SAB de CV, holds concessions to develop, operate and maintain airports in Mexico. The company is headquartered in Mexico City, Mexico.

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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