Oshkosh Corporation (OSK)vsThermo Fisher Scientific Inc (TMO)
OSK
Oshkosh Corporation
$137.97
-9.86%
INDUSTRIALS · Cap: $9.59B
TMO
Thermo Fisher Scientific Inc
$465.00
-1.99%
HEALTHCARE · Cap: $176.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Thermo Fisher Scientific Inc generates 334% more annual revenue ($45.20B vs $10.42B). TMO leads profitability with a 15.1% profit margin vs 6.2%. TMO appears more attractively valued with a PEG of 1.56. TMO earns a higher WallStSmart Score of 62/100 (C+).
OSK
Hold48
out of 100
Grade: D+
TMO
Buy62
out of 100
Grade: C+
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
-16.1%
Fair Value
$408.60
Current Price
$465.00
$56.40 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : TMO
The strongest argument for TMO centers on Market Cap. Profitability is solid with margins at 15.1% and operating margin at 17.9%.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
OSK profiles as a value stock while TMO is a mature play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.33 — expect wider price swings.
TMO is growing revenue faster at 6.2% — sustainability is the question.
TMO generates stronger free cash flow (816M), providing more financial flexibility.
Bottom Line
TMO scores higher overall (62/100 vs 48/100), backed by strong 15.1% margins. OSK offers better value entry with a 33.0% 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.
Thermo Fisher Scientific Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Thermo Fisher Scientific is an American provisioner of scientific instrumentation, reagents and consumables, and software and services to healthcare, life science, and other laboratories in academia, government, and industry (including in the biotechnology and pharmaceutical sectors). Based in Waltham, Massachusetts, Thermo Fisher was created in 2006 by the merger of Thermo Electron and Fisher Scientific, to form a company with US$ 9 billion in combined revenues.
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