Oshkosh Corporation (OSK)vsTFI International Inc (TFII)
OSK
Oshkosh Corporation
$142.82
-6.35%
INDUSTRIALS · Cap: $8.96B
TFII
TFI International Inc
$141.03
-4.55%
INDUSTRIALS · Cap: $12.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 28% more annual revenue ($10.43B vs $8.12B). OSK leads profitability with a 5.5% profit margin vs 4.1%. OSK trades at a lower P/E of 16.0x. TFII earns a higher WallStSmart Score of 54/100 (C-).
OSK
Hold47
out of 100
Grade: D+
TFII
Buy54
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 41.0% YoY
Areas to Watch
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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 Revenue Growth, Profit Margin, Operating Margin.
Bear Case : TFII
The primary concerns for TFII are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 40.7x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
TFII carries more volatility with a beta of 1.48 — expect wider price swings.
TFII is growing revenue faster at 12.4% — sustainability is the question.
TFII generates stronger free cash flow (94M), 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 47/100) 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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