WallStSmart

Oshkosh Corporation (OSK)vsVertiv Holdings Co (VRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vertiv Holdings Co generates 8% more annual revenue ($11.48B vs $10.61B). VRT leads profitability with a 15.1% profit margin vs 5.2%. VRT appears more attractively valued with a PEG of 1.14. VRT earns a higher WallStSmart Score of 71/100 (B).

OSK

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82

VRT

Strong Buy

71

out of 100

Grade: B

Growth: 9.3Profit: 8.5Value: 4.3Quality: 5.0
Piotroski: 3/9Altman Z: 1.97

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

VRT5 strengths · Avg: 9.0/10
Return on EquityProfitability
36.4%10/10

Every $100 of equity generates 36 in profit

EPS GrowthGrowth
53.0%10/10

Earnings expanding 53.0% YoY

Market CapQuality
$103.92B9/10

Large-cap with strong market position

Operating MarginProfitability
20.4%8/10

Strong operational efficiency at 20.4%

Revenue GrowthGrowth
24.1%8/10

Revenue surging 24.1% year-over-year

Areas to Watch

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

VRT4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
59.6x2/10

Premium valuation, high expectations priced in

Price/BookValuation
26.6x2/10

Trading at 26.6x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.

Bull Case : VRT

The strongest argument for VRT centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 15.1% and operating margin at 20.4%. Revenue growth of 24.1% demonstrates continued momentum.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Bear Case : VRT

The primary concerns for VRT are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 59.6x leaves little room for execution misses.

Key Dynamics to Monitor

OSK profiles as a value stock while VRT is a growth play — different risk/reward profiles.

VRT carries more volatility with a beta of 2.08 — expect wider price swings.

VRT is growing revenue faster at 24.1% — sustainability is the question.

VRT generates stronger free cash flow (925M), providing more financial flexibility.

Bottom Line

VRT scores higher overall (71/100 vs 52/100), backed by strong 15.1% margins and 24.1% revenue growth. Both earn "Strong 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.

Vertiv Holdings Co

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.

Want to dig deeper into these stocks?