Oshkosh Corporation (OSK)vsTwin Disc Incorporated (TWIN)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
TWIN
Twin Disc Incorporated
$16.52
+1.35%
INDUSTRIALS · Cap: $260.45M
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 2894% more annual revenue ($10.42B vs $348.10M). TWIN leads profitability with a 6.3% profit margin vs 6.2%. TWIN appears more attractively valued with a PEG of 3.16. TWIN earns a higher WallStSmart Score of 55/100 (C-).
OSK
Hold48
out of 100
Grade: D+
TWIN
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Margin of Safety
+48.4%
Fair Value
$33.40
Current Price
$16.52
$16.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 2239.0% YoY
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.3% revenue growth
Smaller company, higher risk/reward
6.3% margin — thin
Operating margin of 1.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : TWIN
The strongest argument for TWIN centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : TWIN
The primary concerns for TWIN are Revenue Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
OSK is growing revenue faster at 3.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TWIN scores higher overall (55/100 vs 48/100). OSK offers better value entry with a 32.8% 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.
Twin Disc Incorporated
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Twin Disc, Incorporated designs, manufactures and sells power transmission equipment for off-highway and marine use worldwide. The company is headquartered in Racine, Wisconsin.
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