WallStSmart

Oshkosh Corporation (OSK)vsRockwell Automation Inc (ROK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 22% more annual revenue ($10.42B vs $8.57B). ROK leads profitability with a 11.6% profit margin vs 6.2%. ROK appears more attractively valued with a PEG of 2.20. ROK earns a higher WallStSmart Score of 63/100 (C+).

OSK

Hold

48

out of 100

Grade: D+

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

ROK

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 4.3Quality: 5.8
Piotroski: 5/9Altman Z: 2.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Intrinsic value data unavailable for ROK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

ROK2 strengths · Avg: 9.5/10
EPS GrowthGrowth
67.1%10/10

Earnings expanding 67.1% YoY

Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

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
6.512/10

Expensive relative to growth rate

ROK3 concerns · Avg: 3.3/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

Price/BookValuation
12.0x4/10

Trading at 12.0x book value

P/E RatioValuation
45.7x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : ROK

The strongest argument for ROK centers on EPS Growth, Return on Equity. Revenue growth of 11.9% demonstrates continued momentum.

Bear Case : OSK

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

Bear Case : ROK

The primary concerns for ROK are PEG Ratio, Price/Book, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.

Key Dynamics to Monitor

ROK carries more volatility with a beta of 1.54 — expect wider price swings.

ROK is growing revenue faster at 11.9% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

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

Bottom Line

ROK scores higher overall (63/100 vs 48/100) and 11.9% revenue growth. 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.

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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