Oshkosh Corporation (OSK)vsUnited Rentals Inc (URI)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
URI
United Rentals Inc
$952.13
-1.10%
INDUSTRIALS · Cap: $60.13B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 57% more annual revenue ($16.36B vs $10.42B). URI leads profitability with a 15.3% profit margin vs 6.2%. URI appears more attractively valued with a PEG of 1.58. URI earns a higher WallStSmart Score of 64/100 (C+).
OSK
Hold48
out of 100
Grade: D+
URI
Buy64
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
Intrinsic value data unavailable for URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
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 : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 23.1%.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : URI
The primary concerns for URI are PEG Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
OSK profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.68 — expect wider price swings.
URI is growing revenue faster at 7.2% — sustainability is the question.
URI generates stronger free cash flow (681M), providing more financial flexibility.
Bottom Line
URI scores higher overall (64/100 vs 48/100), backed by strong 15.3% margins. 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.
United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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