WallStSmart

Oshkosh Corporation (OSK)vsRockwell Automation Inc (ROK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 18% more annual revenue ($10.61B vs $8.97B). ROK leads profitability with a 13.4% profit margin vs 5.2%. ROK appears more attractively valued with a PEG of 1.91. ROK earns a higher WallStSmart Score of 66/100 (B-).

OSK

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82

ROK

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 4.3Quality: 5.5
Piotroski: 5/9Altman Z: 2.08

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

ROK3 strengths · Avg: 8.7/10
Return on EquityProfitability
34.4%10/10

Every $100 of equity generates 34 in profit

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

EPS GrowthGrowth
40.4%8/10

Earnings expanding 40.4% YoY

Areas to Watch

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

ROK4 concerns · Avg: 3.3/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

Price/BookValuation
13.6x4/10

Trading at 13.6x book value

Debt/EquityHealth
1.033/10

Elevated debt levels

P/E RatioValuation
40.2x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : ROK

The strongest argument for ROK centers on Return on Equity, Operating Margin, EPS Growth.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Bear Case : ROK

The primary concerns for ROK are PEG Ratio, Price/Book, Debt/Equity. A P/E of 40.2x leaves little room for execution misses.

Key Dynamics to Monitor

ROK carries more volatility with a beta of 1.51 — expect wider price swings.

ROK is growing revenue faster at 7.9% — sustainability is the question.

ROK generates stronger free cash flow (654M), providing more financial flexibility.

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

Bottom Line

ROK scores higher overall (66/100 vs 50/100). 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.

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.

Rockwell Automation Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Rockwell Automation, Inc. is an American provider of industrial automation and information technology. Its brands include Allen-Bradley and Factory Talk software.

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