Oshkosh Corporation (OSK)vsSEACOR Marine Holdings Inc (SMHI)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
SMHI
SEACOR Marine Holdings Inc
$7.60
+1.88%
INDUSTRIALS · Cap: $204.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 4475% more annual revenue ($10.42B vs $227.83M). OSK leads profitability with a 6.2% profit margin vs -12.2%. OSK earns a higher WallStSmart Score of 48/100 (D+).
OSK
Hold48
out of 100
Grade: D+
SMHI
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Margin of Safety
+50.5%
Fair Value
$14.18
Current Price
$7.60
$6.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : SMHI
The strongest argument for SMHI centers on Price/Book.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : SMHI
The primary concerns for SMHI are EPS Growth, Market Cap, Debt/Equity.
Key Dynamics to Monitor
OSK profiles as a value stock while SMHI is a turnaround play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
OSK is growing revenue faster at 3.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
OSK scores higher overall (48/100 vs 34/100). SMHI offers better value entry with a 50.5% margin of safety. Both earn "Hold" and "Avoid" 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.
SEACOR Marine Holdings Inc
INDUSTRIALS · MARINE SHIPPING · USA
SEACOR Marine Holdings Inc. provides marine transportation and support services to offshore oil, natural gas and wind farm facilities around the world. The company is headquartered in Houston, Texas.
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