WallStSmart

Oshkosh Corporation (OSK)vsTFI International Inc (TFII)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 31% more annual revenue ($10.61B vs $8.12B). OSK leads profitability with a 5.2% profit margin vs 4.1%. OSK trades at a lower P/E of 17.6x. TFII earns a higher WallStSmart Score of 54/100 (C-).

OSK

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82

TFII

Buy

54

out of 100

Grade: C-

Growth: 7.3Profit: 5.5Value: 4.7Quality: 5.0
Piotroski: 3/9Altman Z: 2.49

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

TFII1 strengths · Avg: 8.0/10
EPS GrowthGrowth
41.0%8/10

Earnings expanding 41.0% YoY

Areas to Watch

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

TFII4 concerns · Avg: 3.3/10
P/E RatioValuation
33.7x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

Debt/EquityHealth
1.113/10

Elevated debt levels

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 Debt/Equity, P/E Ratio, Price/Book.

Bull Case : TFII

The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Bear Case : TFII

The primary concerns for TFII are P/E Ratio, Profit Margin, Debt/Equity. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

TFII carries more volatility with a beta of 1.47 — expect wider price swings.

TFII is growing revenue faster at 12.4% — sustainability is the question.

OSK generates stronger free cash flow (349M), providing more financial flexibility.

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

Bottom Line

TFII scores higher overall (54/100 vs 50/100) and 12.4% revenue growth. 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.

TFI International Inc

INDUSTRIALS · TRUCKING · USA

TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.

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