WallStSmart

Oshkosh Corporation (OSK)vsTrinity Industries Inc (TRN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 420% more annual revenue ($10.61B vs $2.04B). TRN leads profitability with a 16.6% profit margin vs 5.2%. TRN appears more attractively valued with a PEG of 0.69. TRN earns a higher WallStSmart Score of 72/100 (B).

OSK

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

TRN

Strong Buy

72

out of 100

Grade: B

Growth: 5.3Profit: 6.5Value: 6.7Quality: 5.0
Piotroski: 6/9Altman Z: 0.88
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for OSK.

TRNSignificantly Overvalued (-81.0%)

Margin of Safety

-81.0%

Fair Value

$17.50

Current Price

$31.24

$13.74 premium

UndervaluedFair: $17.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

TRN5 strengths · Avg: 9.0/10
P/E RatioValuation
7.4x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
620.0%10/10

Earnings expanding 620.0% YoY

Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

PEG RatioValuation
0.698/10

Growing faster than its price suggests

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

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

5.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

TRN4 concerns · Avg: 1.8/10
Revenue GrowthGrowth
-4.2%2/10

Revenue declined 4.2%

Free Cash FlowQuality
$-59.50M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.882/10

Distress zone — elevated risk

Debt/EquityHealth
4.991/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.

Bull Case : TRN

The strongest argument for TRN centers on P/E Ratio, EPS Growth, Return on Equity. Profitability is solid with margins at 16.6% and operating margin at 12.1%. PEG of 0.69 suggests the stock is reasonably priced for its growth.

Bear Case : OSK

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

Bear Case : TRN

The primary concerns for TRN are Revenue Growth, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.99 is elevated, increasing financial risk.

Key Dynamics to Monitor

OSK profiles as a value stock while TRN is a declining play — different risk/reward profiles.

TRN carries more volatility with a beta of 1.35 — expect wider price swings.

OSK is growing revenue faster at 6.7% — sustainability is the question.

TRN generates stronger free cash flow (-60M), providing more financial flexibility.

Bottom Line

TRN scores higher overall (72/100 vs 52/100), backed by strong 16.6% margins. Both earn "Strong Buy" and "Buy" 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.

Trinity Industries Inc

INDUSTRIALS · RAILROADS · USA

Trinity Industries, Inc. provides rail transportation products and services in North America. The company is headquartered in Dallas, Texas.

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