WallStSmart

Oshkosh Corporation (OSK)vsStandardAero, Inc. (SARO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 72% more annual revenue ($10.42B vs $6.06B). OSK leads profitability with a 6.2% profit margin vs 4.6%. SARO appears more attractively valued with a PEG of 0.70. SARO 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

SARO

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 5.5Value: 8.0Quality: 6.8
Piotroski: 6/9Altman Z: 1.52
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.81

Current Price

$155.29

$104.52 discount

UndervaluedFair: $259.81Overvalued
SAROUndervalued (+33.1%)

Margin of Safety

+33.1%

Fair Value

$44.65

Current Price

$24.53

$20.12 discount

UndervaluedFair: $44.65Overvalued

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
2.1x8/10

Reasonable price relative to book value

SARO2 strengths · Avg: 9.0/10
EPS GrowthGrowth
234.8%10/10

Earnings expanding 234.8% YoY

PEG RatioValuation
0.708/10

Growing faster than its price suggests

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

SARO3 concerns · Avg: 3.7/10
P/E RatioValuation
29.4x4/10

Moderate valuation

Altman Z-ScoreHealth
1.524/10

Distress zone — elevated risk

Profit MarginProfitability
4.6%3/10

4.6% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SARO

The strongest argument for SARO centers on EPS Growth, PEG Ratio. Revenue growth of 13.5% demonstrates continued momentum. PEG of 0.70 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 : SARO

The primary concerns for SARO are P/E Ratio, Altman Z-Score, Profit Margin. Thin 4.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

SARO is growing revenue faster at 13.5% — 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

SARO scores higher overall (63/100 vs 48/100) and 13.5% 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.

StandardAero, Inc.

INDUSTRIALS · AEROSPACE & DEFENSE · USA

StandardAero, Inc. provides aerospace engine aftermarket services for fixed and rotary wing aircraft in the United States, Canada, the United Kingdom, Rest of Europe, Asia, and internationally. The company is headquartered in Scottsdale, Arizona.

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