WallStSmart

Oshkosh Corporation (OSK)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 235% more annual revenue ($34.88B vs $10.42B). SLF leads profitability with a 10.2% profit margin vs 6.2%. SLF appears more attractively valued with a PEG of 0.88. SLF earns a higher WallStSmart Score of 72/100 (B).

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 4.7Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

SLF

Strong Buy

72

out of 100

Grade: B

Growth: 6.0Profit: 6.0Value: 10.0Quality: 5.3
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKSignificantly Overvalued (-156.1%)

Margin of Safety

-156.1%

Fair Value

$68.14

Current Price

$147.89

$79.75 premium

UndervaluedFair: $68.14Overvalued
SLFUndervalued (+69.0%)

Margin of Safety

+69.0%

Fair Value

$209.66

Current Price

$62.77

$146.89 discount

UndervaluedFair: $209.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SLF4 strengths · Avg: 8.0/10
PEG RatioValuation
0.888/10

Growing faster than its price suggests

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.28B8/10

Generating 5.3B in free cash flow

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

SLF2 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SLF

The strongest argument for SLF centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.88 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 : SLF

The primary concerns for SLF are Revenue Growth, EPS Growth.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.35 — expect wider price swings.

SLF is growing revenue faster at 4.7% — sustainability is the question.

SLF generates stronger free cash flow (5.3B), providing more financial flexibility.

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

Bottom Line

SLF scores higher overall (72/100 vs 48/100). 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.

Sun Life Financial Inc.

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

Sun Life Financial Inc., a financial services company, provides insurance, wealth and asset management solutions to individuals and corporate clients around the world. The company is headquartered in Toronto, Canada.

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