Oshkosh Corporation (OSK)vsUL Solutions Inc. (ULS)
OSK
Oshkosh Corporation
$137.93
+2.79%
INDUSTRIALS · Cap: $7.84B
ULS
UL Solutions Inc.
$72.40
+0.28%
INDUSTRIALS · Cap: $14.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 237% more annual revenue ($10.61B vs $3.15B). ULS leads profitability with a 16.1% profit margin vs 5.2%. ULS appears more attractively valued with a PEG of 2.90. ULS earns a higher WallStSmart Score of 64/100 (C+).
OSK
Buy52
out of 100
Grade: C-
ULS
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSK.
Margin of Safety
+8.9%
Fair Value
$79.68
Current Price
$72.40
$7.28 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
Every $100 of equity generates 32 in profit
Earnings expanding 168.9% YoY
Areas to Watch
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
Moderate valuation
Trading at 9.2x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bull Case : ULS
The strongest argument for ULS centers on Return on Equity, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 18.4%.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Bear Case : ULS
The primary concerns for ULS are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
OSK profiles as a value stock while ULS is a mature play — different risk/reward profiles.
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.
Bottom Line
ULS scores higher overall (64/100 vs 52/100), backed by strong 16.1% margins. Both earn "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.
UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
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