Oshkosh Corporation (OSK)vsU-Haul Holding Company (UHAL)
OSK
Oshkosh Corporation
$145.85
-1.30%
INDUSTRIALS · Cap: $9.49B
UHAL
U-Haul Holding Company
$64.05
+1.12%
INDUSTRIALS · Cap: $13.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 74% more annual revenue ($10.61B vs $6.09B). OSK leads profitability with a 5.2% profit margin vs 1.1%. UHAL appears more attractively valued with a PEG of 2.35. OSK earns a higher WallStSmart Score of 50/100 (D+).
OSK
Hold50
out of 100
Grade: D+
UHAL
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSK.
Margin of Safety
+87.0%
Fair Value
$376.68
Current Price
$64.05
$312.63 discount
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
Reasonable price relative to book value
Areas to Watch
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
Expensive relative to growth rate
3.2% revenue growth
ROE of 0.6% — below average capital efficiency
1.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 479.9x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
OSK is growing revenue faster at 6.7% — sustainability is the question.
OSK generates stronger free cash flow (349M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OSK scores higher overall (50/100 vs 44/100). UHAL offers better value entry with a 87.0% margin of safety. Both earn "Hold" 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.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.
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