Oshkosh Corporation (OSK)vsThermon Group Holdings Inc (THR)
OSK
Oshkosh Corporation
$139.50
-1.95%
INDUSTRIALS · Cap: $8.42B
THR
Thermon Group Holdings Inc
$61.14
0.00%
INDUSTRIALS · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 1844% more annual revenue ($10.43B vs $536.26M). THR leads profitability with a 8.3% profit margin vs 5.5%. THR appears more attractively valued with a PEG of 0.98. THR earns a higher WallStSmart Score of 50/100 (C-).
OSK
Hold49
out of 100
Grade: D+
THR
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSK.
Margin of Safety
-66.4%
Fair Value
$31.64
Current Price
$61.14
$29.50 premium
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 83.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bull Case : THR
The strongest argument for THR centers on Altman Z-Score, Debt/Equity, PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Bear Case : THR
The primary concerns for THR are P/E Ratio, EPS Growth. A P/E of 45.0x leaves little room for execution misses.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
THR is growing revenue faster at 10.6% — sustainability is the question.
THR generates stronger free cash flow (7M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
THR scores higher overall (50/100 vs 49/100) and 10.6% 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.
Thermon Group Holdings Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Thermon Group Holdings, Inc. provides industrial process heating solutions designed for process industries globally. The company is headquartered in Austin, Texas.
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