Oshkosh Corporation (OSK)vsZTO Express (Cayman) Inc (ZTO)
OSK
Oshkosh Corporation
$137.93
+2.79%
INDUSTRIALS · Cap: $7.84B
ZTO
ZTO Express (Cayman) Inc
$19.75
-1.50%
INDUSTRIALS · Cap: $14.84B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 411% more annual revenue ($54.21B vs $10.61B). ZTO leads profitability with a 19.0% profit margin vs 5.2%. ZTO appears more attractively valued with a PEG of 1.96. ZTO earns a higher WallStSmart Score of 78/100 (B+).
OSK
Buy52
out of 100
Grade: C-
ZTO
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OSK.
Margin of Safety
+65.7%
Fair Value
$72.49
Current Price
$19.75
$52.74 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
Attractively priced relative to earnings
Earnings expanding 58.1% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 22.2%
Revenue surging 23.0% year-over-year
Areas to Watch
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
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 : ZTO
The strongest argument for ZTO centers on P/E Ratio, EPS Growth, Altman Z-Score. Profitability is solid with margins at 19.0% and operating margin at 22.2%. Revenue growth of 23.0% demonstrates continued momentum.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Bear Case : ZTO
The primary concerns for ZTO are PEG Ratio.
Key Dynamics to Monitor
OSK profiles as a value stock while ZTO is a growth play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.26 — expect wider price swings.
ZTO is growing revenue faster at 23.0% — sustainability is the question.
ZTO generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (78/100 vs 52/100), backed by strong 19.0% margins and 23.0% 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.
ZTO Express (Cayman) Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · China
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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