Oshkosh Corporation (OSK)vsTransdigm Group Incorporated (TDG)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
TDG
Transdigm Group Incorporated
$1,142.74
-0.98%
INDUSTRIALS · Cap: $64.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 14% more annual revenue ($10.42B vs $9.11B). TDG leads profitability with a 22.2% profit margin vs 6.2%. TDG appears more attractively valued with a PEG of 2.84. TDG earns a higher WallStSmart Score of 53/100 (C-).
OSK
Hold48
out of 100
Grade: D+
TDG
Buy53
out of 100
Grade: C-
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
-60.5%
Fair Value
$826.09
Current Price
$1142.74
$316.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 45.6%
Conservative balance sheet, low leverage
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 12.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : TDG
The strongest argument for TDG centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 22.2% and operating margin at 45.6%. Revenue growth of 13.9% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : TDG
The primary concerns for TDG are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
OSK profiles as a value stock while TDG is a mature play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
TDG is growing revenue faster at 13.9% — sustainability is the question.
TDG generates stronger free cash flow (772M), providing more financial flexibility.
Bottom Line
TDG scores higher overall (53/100 vs 48/100), backed by strong 22.2% margins and 13.9% revenue growth. OSK offers better value entry with a 32.8% 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.
Transdigm Group Incorporated
INDUSTRIALS · AEROSPACE & DEFENSE · USA
TransDigm Group is a publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components.
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