Oshkosh Corporation (OSK)vsTE Connectivity Ltd (TEL)
OSK
Oshkosh Corporation
$137.97
-9.86%
INDUSTRIALS · Cap: $9.59B
TEL
TE Connectivity Ltd
$206.20
-1.84%
TECHNOLOGY · Cap: $60.19B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 79% more annual revenue ($18.70B vs $10.42B). TEL leads profitability with a 15.5% profit margin vs 6.2%. TEL appears more attractively valued with a PEG of 1.12. TEL earns a higher WallStSmart Score of 76/100 (B+).
OSK
Hold48
out of 100
Grade: D+
TEL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.0%
Fair Value
$260.30
Current Price
$137.97
$122.33 discount
Margin of Safety
-60.0%
Fair Value
$142.79
Current Price
$206.20
$63.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 7150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 20.3%
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : TEL
The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : TEL
No major red flags identified for TEL, but monitor valuation.
Key Dynamics to Monitor
OSK profiles as a value stock while TEL is a mature play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.33 — expect wider price swings.
TEL is growing revenue faster at 14.5% — sustainability is the question.
TEL generates stronger free cash flow (677M), providing more financial flexibility.
Bottom Line
TEL scores higher overall (76/100 vs 48/100), backed by strong 15.5% margins and 14.5% revenue growth. OSK offers better value entry with a 33.0% margin of safety. 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.
TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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