Oshkosh Corporation (OSK)vsWerner Enterprises Inc (WERN)
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
WERN
Werner Enterprises Inc
$36.87
+1.32%
INDUSTRIALS · Cap: $2.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 250% more annual revenue ($10.42B vs $2.97B). OSK leads profitability with a 6.2% profit margin vs -0.5%. WERN appears more attractively valued with a PEG of 3.83. WERN earns a higher WallStSmart Score of 48/100 (D+).
OSK
Hold48
out of 100
Grade: D+
WERN
Hold48
out of 100
Grade: D+
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
+29.2%
Fair Value
$48.65
Current Price
$36.87
$11.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 380.0% YoY
Reasonable price relative to book value
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Operating margin of 2.9%
Expensive relative to growth rate
ROE of -1.6% — below average capital efficiency
Revenue declined 2.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : WERN
The strongest argument for WERN centers on EPS Growth, Price/Book.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : WERN
The primary concerns for WERN are Operating Margin, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
OSK profiles as a value stock while WERN is a turnaround play — different risk/reward profiles.
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.
Bottom Line
OSK scores higher overall (48/100 vs 48/100). WERN offers better value entry with a 29.2% 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.
Werner Enterprises Inc
INDUSTRIALS · TRUCKING · USA
Werner Enterprises, Inc., a transportation and logistics company, is engaged in the transportation of general freight shipments in interstate and intrastate commerce in the United States, Mexico, and internationally. The company is headquartered in Omaha, Nebraska.
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