WallStSmart

Oshkosh Corporation (OSK)vsRXO Inc. (RXO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 85% more annual revenue ($10.61B vs $5.73B). OSK leads profitability with a 5.2% profit margin vs -1.8%. OSK appears more attractively valued with a PEG of 6.51. OSK earns a higher WallStSmart Score of 52/100 (C-).

OSK

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

RXO

Avoid

32

out of 100

Grade: F

Growth: 3.3Profit: 2.0Value: 3.0Quality: 6.5
Piotroski: 5/9Altman Z: 2.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for OSK.

RXOSignificantly Overvalued (-41.1%)

Margin of Safety

-41.1%

Fair Value

$11.57

Current Price

$21.70

$10.13 premium

UndervaluedFair: $11.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

RXO1 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

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

5.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

RXO4 concerns · Avg: 2.0/10
PEG RatioValuation
172.132/10

Expensive relative to growth rate

Return on EquityProfitability
-7.0%2/10

ROE of -7.0% — below average capital efficiency

Revenue GrowthGrowth
-0.6%2/10

Revenue declined 0.6%

EPS GrowthGrowth
-93.2%2/10

Earnings declined 93.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : RXO

The strongest argument for RXO centers on Price/Book.

Bear Case : OSK

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

Bear Case : RXO

The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

OSK profiles as a value stock while RXO is a turnaround play — different risk/reward profiles.

RXO carries more volatility with a beta of 1.92 — expect wider price swings.

OSK is growing revenue faster at 6.7% — sustainability is the question.

RXO generates stronger free cash flow (-24M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (52/100 vs 32/100). Both earn "Buy" and "Avoid" 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.

RXO Inc.

INDUSTRIALS · TRUCKING · USA

RXO Inc. is a leading entity in the transportation and logistics sector, specializing in advanced freight solutions across North America. Leveraging innovative technology and data analytics, RXO significantly improves supply chain efficiency and cost-effectiveness for a diverse clientele. The company's unwavering focus on sustainability and continuous innovation enhances its operational prowess and competitive stature in a dynamic logistics landscape. With a robust network and strategic alliances, RXO is strategically positioned to meet the evolving needs of the industry, representing a promising opportunity for institutional investors looking for growth in logistics.

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