WallStSmart

Oshkosh Corporation (OSK)vsSkyWest Inc (SKYW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 153% more annual revenue ($10.42B vs $4.12B). SKYW leads profitability with a 10.4% profit margin vs 6.2%. SKYW appears more attractively valued with a PEG of 1.66. SKYW earns a higher WallStSmart Score of 64/100 (C+).

OSK

Hold

48

out of 100

Grade: D+

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

SKYW

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 6.5Value: 5.3Quality: 4.8
Piotroski: 5/9
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
SKYWSignificantly Overvalued (-41.6%)

Margin of Safety

-41.6%

Fair Value

$73.82

Current Price

$88.23

$14.41 premium

UndervaluedFair: $73.82Overvalued

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

SKYW2 strengths · Avg: 10.0/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

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

SKYW2 concerns · Avg: 4.0/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

EPS GrowthGrowth
3.3%4/10

3.3% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SKYW

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

Bear Case : OSK

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

Bear Case : SKYW

The primary concerns for SKYW are PEG Ratio, EPS Growth.

Key Dynamics to Monitor

SKYW carries more volatility with a beta of 1.48 — expect wider price swings.

SKYW is growing revenue faster at 6.8% — sustainability is the question.

SKYW generates stronger free cash flow (36M), providing more financial flexibility.

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

Bottom Line

SKYW scores higher overall (64/100 vs 48/100). OSK offers better value entry with a 33.0% 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.

SkyWest Inc

INDUSTRIALS · AIRLINES · USA

SkyWest, Inc., operates a regional airline in the United States. The company is headquartered in St. George, Utah.

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