Oshkosh Corporation (OSK)vsAdvanced Drainage Systems Inc (WMS)
OSK
Oshkosh Corporation
$153.06
-2.33%
INDUSTRIALS · Cap: $9.59B
WMS
Advanced Drainage Systems Inc
$144.08
-3.12%
INDUSTRIALS · Cap: $11.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 249% more annual revenue ($10.42B vs $2.99B). WMS leads profitability with a 15.8% profit margin vs 6.2%. WMS appears more attractively valued with a PEG of 1.21. WMS earns a higher WallStSmart Score of 66/100 (B-).
OSK
Hold48
out of 100
Grade: D+
WMS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.0%
Fair Value
$260.30
Current Price
$153.06
$107.24 discount
Margin of Safety
-67.6%
Fair Value
$103.37
Current Price
$144.08
$40.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 28 in profit
Strong operational efficiency at 21.0%
Areas to Watch
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.4% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bull Case : WMS
The strongest argument for WMS centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.8% and operating margin at 21.0%. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : WMS
The primary concerns for WMS are Revenue Growth.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.33 — 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.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WMS scores higher overall (66/100 vs 48/100), backed by strong 15.8% margins. OSK offers better value entry with a 33.0% margin of safety. Both earn "Strong 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.
Advanced Drainage Systems Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.
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