WallStSmart

Oshkosh Corporation (OSK)vsSumitomo Mitsui Financial Group Inc (SMFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sumitomo Mitsui Financial Group Inc generates 35472% more annual revenue ($3.71T vs $10.42B). SMFG leads profitability with a 20.7% profit margin vs 6.2%. SMFG appears more attractively valued with a PEG of 0.81. SMFG earns a higher WallStSmart Score of 76/100 (B+).

OSK

Buy

50

out of 100

Grade: C-

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

SMFG

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 8.0Value: 10.0Quality: 3.5
Piotroski: 6/9Altman Z: -0.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKSignificantly Overvalued (-156.4%)

Margin of Safety

-156.4%

Fair Value

$68.07

Current Price

$146.65

$78.58 premium

UndervaluedFair: $68.07Overvalued
SMFGUndervalued (+42.7%)

Margin of Safety

+42.7%

Fair Value

$41.40

Current Price

$19.58

$21.82 discount

UndervaluedFair: $41.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SMFG6 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

Market CapQuality
$124.28B9/10

Large-cap with strong market position

Profit MarginProfitability
20.7%9/10

Keeps 21 of every $100 in revenue as profit

PEG RatioValuation
0.818/10

Growing faster than its price suggests

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

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

SMFG3 concerns · Avg: 2.0/10
Return on EquityProfitability
4.9%3/10

ROE of 4.9% — below average capital efficiency

Altman Z-ScoreHealth
-0.382/10

Distress zone — elevated risk

Debt/EquityHealth
3.891/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SMFG

The strongest argument for SMFG centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 20.7% and operating margin at 39.3%. Revenue growth of 21.8% demonstrates continued momentum.

Bear Case : OSK

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

Bear Case : SMFG

The primary concerns for SMFG are Return on Equity, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.89 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

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

SMFG is growing revenue faster at 21.8% — sustainability is the question.

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

Bottom Line

SMFG scores higher overall (76/100 vs 50/100), backed by strong 20.7% margins and 21.8% revenue growth. Both earn "Strong Buy" and "Buy" 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.

Sumitomo Mitsui Financial Group Inc

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Sumitomo Mitsui Financial Group, Inc. provides commercial banking, finance leasing, securities, consumer finance, and other services primarily in Japan. The company is headquartered in Tokyo, Japan.

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