Oshkosh Corporation (OSK)vsTrade Desk Inc (TTD)
OSK
Oshkosh Corporation
$137.97
-9.86%
INDUSTRIALS · Cap: $9.59B
TTD
Trade Desk Inc
$23.08
-1.75%
COMMUNICATION SERVICES · Cap: $11.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 260% more annual revenue ($10.42B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 6.2%. TTD appears more attractively valued with a PEG of 0.92. TTD earns a higher WallStSmart Score of 72/100 (B).
OSK
Hold48
out of 100
Grade: D+
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.0%
Fair Value
$260.30
Current Price
$137.97
$122.33 discount
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
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 : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
OSK profiles as a value stock while TTD is a mature play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.33 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 48/100), backed by strong 15.3% margins and 14.3% revenue growth. OSK offers better value entry with a 33.0% margin of safety. Both earn "Strong 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.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?