Oshkosh Corporation (OSK)vsRegal Beloit Corporation (RRX)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
RRX
Regal Beloit Corporation
$203.82
-2.74%
INDUSTRIALS · Cap: $13.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 76% more annual revenue ($10.42B vs $5.93B). OSK leads profitability with a 6.2% profit margin vs 4.7%. RRX appears more attractively valued with a PEG of 1.92. RRX earns a higher WallStSmart Score of 57/100 (C).
OSK
Hold48
out of 100
Grade: D+
RRX
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Margin of Safety
-40.1%
Fair Value
$159.90
Current Price
$203.82
$43.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 54.7% YoY
Reasonable price relative to book value
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
4.3% revenue growth
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : RRX
The strongest argument for RRX centers on EPS Growth, Price/Book.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : RRX
The primary concerns for RRX are PEG Ratio, Revenue Growth, Altman Z-Score. A P/E of 48.5x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
RRX is growing revenue faster at 4.3% — 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
RRX scores higher overall (57/100 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.
Regal Beloit Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.
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