WallStSmart

Oshkosh Corporation (OSK)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 167% more annual revenue ($27.78B vs $10.42B). PCAR leads profitability with a 8.9% profit margin vs 6.2%. PCAR appears more attractively valued with a PEG of 1.19. PCAR earns a higher WallStSmart Score of 54/100 (C-).

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82

PCAR

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.81

Current Price

$153.31

$106.50 discount

UndervaluedFair: $259.81Overvalued
PCARSignificantly Overvalued (-24.6%)

Margin of Safety

-24.6%

Fair Value

$103.92

Current Price

$114.37

$10.45 premium

UndervaluedFair: $103.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$61.07B9/10

Large-cap with strong market position

Areas to Watch

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
6.302/10

Expensive relative to growth rate

PCAR2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-8.9%2/10

Revenue declined 8.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.19 suggests the stock is reasonably priced for its growth.

Bear Case : OSK

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

Bear Case : PCAR

The primary concerns for PCAR are Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

OSK is growing revenue faster at 3.5% — sustainability is the question.

PCAR generates stronger free cash flow (825M), providing more financial flexibility.

Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PCAR scores higher overall (54/100 vs 48/100). OSK offers better value entry with a 32.8% margin of safety. 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.

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.

PACCAR Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.

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