WallStSmart

Oshkosh Corporation (OSK)vsCharles Schwab Corp (SCHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Charles Schwab Corp generates 138% more annual revenue ($24.80B vs $10.42B). SCHW leads profitability with a 38.0% profit margin vs 6.2%. SCHW appears more attractively valued with a PEG of 1.18. SCHW earns a higher WallStSmart Score of 75/100 (B+).

OSK

Hold

48

out of 100

Grade: D+

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

SCHW

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 8.0Value: 6.3Quality: 8.3
Piotroski: 6/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKUndervalued (+33.0%)

Margin of Safety

+33.0%

Fair Value

$260.30

Current Price

$137.97

$122.33 discount

UndervaluedFair: $260.30Overvalued

Intrinsic value data unavailable for SCHW.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

SCHW6 strengths · Avg: 9.2/10
Profit MarginProfitability
38.0%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
49.2%10/10

Strong operational efficiency at 49.2%

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Market CapQuality
$156.82B9/10

Large-cap with strong market position

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

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
6.302/10

Expensive relative to growth rate

SCHW0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SCHW

The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.0% and operating margin at 49.2%. Revenue growth of 15.8% demonstrates continued momentum.

Bear Case : OSK

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

Bear Case : SCHW

No major red flags identified for SCHW, but monitor valuation.

Key Dynamics to Monitor

OSK profiles as a value stock while SCHW is a growth play — different risk/reward profiles.

OSK carries more volatility with a beta of 1.33 — expect wider price swings.

SCHW is growing revenue faster at 15.8% — sustainability is the question.

SCHW generates stronger free cash flow (7.2B), providing more financial flexibility.

Bottom Line

SCHW scores higher overall (75/100 vs 48/100), backed by strong 38.0% margins and 15.8% revenue growth. OSK offers better value entry with a 33.0% margin of safety. 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.

Charles Schwab Corp

FINANCIAL SERVICES · CAPITAL MARKETS · USA

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.

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