WallStSmart

Oshkosh Corporation (OSK)vsSymbotic Inc (SYM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 336% more annual revenue ($10.42B vs $2.39B). OSK leads profitability with a 6.2% profit margin vs -0.5%. SYM appears more attractively valued with a PEG of 5.67. OSK earns a higher WallStSmart Score of 48/100 (D+).

OSK

Hold

48

out of 100

Grade: D+

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

SYM

Avoid

32

out of 100

Grade: F

Growth: 7.3Profit: 2.5Value: 4.3Quality: 5.0
Piotroski: 3/9Altman Z: 0.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued
SYMUndervalued (+3.7%)

Margin of Safety

+3.7%

Fair Value

$60.62

Current Price

$59.10

$1.52 discount

UndervaluedFair: $60.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SYM2 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
29.4%8/10

Revenue surging 29.4% year-over-year

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

SYM4 concerns · Avg: 3.5/10
Price/BookValuation
11.0x4/10

Trading at 11.0x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SYM

The strongest argument for SYM centers on Debt/Equity, Revenue Growth. Revenue growth of 29.4% demonstrates continued momentum.

Bear Case : OSK

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

Bear Case : SYM

The primary concerns for SYM are Price/Book, EPS Growth, Operating Margin.

Key Dynamics to Monitor

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

SYM carries more volatility with a beta of 2.11 — expect wider price swings.

SYM is growing revenue faster at 29.4% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (48/100 vs 32/100). 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.

Symbotic Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Symbotic Inc (SYM) is a pioneering force in robotic automation and artificial intelligence, specializing in the transformation of supply chain logistics through cutting-edge technology. By significantly enhancing warehouse efficiency and minimizing operational costs, the company serves a diverse range of large retailers and wholesalers, positioning itself as an essential partner amid the booming e-commerce sector. Symbotic's innovative solutions are set to redefine conventional logistics practices, making it a compelling investment opportunity for institutional investors looking to capitalize on the future of supply chain modernization. With its emphasis on scalability and flexibility, Symbotic is well-equipped to lead the charge in industry advancement.

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