Critical Contrast: Oshkosh Corporation (OSK) & The Competition

Oshkosh Corporation (NYSE: OSK) is one of 15 publicly-traded companies in the “Heavy Machinery & Vehicles” industry, but how does it contrast to its peers? We will compare Oshkosh Corporation to related businesses based on the strength of its earnings, analyst recommendations, valuation, risk, profitability, institutional ownership and dividends.

Valuation and Earnings

This table compares Oshkosh Corporation and its peers gross revenue, earnings per share (EPS) and valuation.

Gross Revenue NetIncome Price/Earnings Ratio
Oshkosh Corporation $6.83 billion $285.60 million 22.74
Oshkosh Corporation Competitors $4.89 billion $80.18 million 167.02

Oshkosh Corporation has higher revenue and earnings than its peers. Oshkosh Corporation is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Insider and Institutional Ownership

94.4% of Oshkosh Corporation shares are held by institutional investors. Comparatively, 81.2% of shares of all “Heavy Machinery & Vehicles” companies are held by institutional investors. 2.0% of Oshkosh Corporation shares are held by insiders. Comparatively, 8.3% of shares of all “Heavy Machinery & Vehicles” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of current ratings for Oshkosh Corporation and its peers, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oshkosh Corporation 0 4 10 0 2.71
Oshkosh Corporation Competitors 170 875 949 17 2.40

Oshkosh Corporation currently has a consensus price target of $92.75, indicating a potential upside of 8.47%. As a group, “Heavy Machinery & Vehicles” companies have a potential upside of 7.49%. Given Oshkosh Corporation’s stronger consensus rating and higher probable upside, analysts clearly believe Oshkosh Corporation is more favorable than its peers.

Risk & Volatility

Oshkosh Corporation has a beta of 1.87, suggesting that its share price is 87% more volatile than the S&P 500. Comparatively, Oshkosh Corporation’s peers have a beta of 1.44, suggesting that their average share price is 44% more volatile than the S&P 500.

Profitability

This table compares Oshkosh Corporation and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Oshkosh Corporation 4.18% 15.14% 6.54%
Oshkosh Corporation Competitors 4.32% 13.60% 4.34%

Dividends

Oshkosh Corporation pays an annual dividend of $0.84 per share and has a dividend yield of 1.0%. Oshkosh Corporation pays out 22.3% of its earnings in the form of a dividend. As a group, “Heavy Machinery & Vehicles” companies pay a dividend yield of 1.3% and pay out 33.1% of their earnings in the form of a dividend. Oshkosh Corporation has increased its dividend for 2 consecutive years.

Summary

Oshkosh Corporation beats its peers on 10 of the 15 factors compared.

Oshkosh Corporation Company Profile

Oshkosh Corporation is a manufacturer and marketer of access equipment, specialty vehicles and truck bodies for the primary markets of defense, concrete placement, refuse hauling, access equipment, and fire and emergency. The company’s brands include Oshkosh, JLG, Pierce, McNeilus, IMT, Frontline, Jerr-Dan, CON-E-CO and London. The Company operates through four segments: Access equipment, Defense, Fire & emergency and Commercial. The Access equipment segment provides aerial work platforms and telehandlers to position workers and materials at elevated heights. The Defense segment provides supply parts and services and wheeled vehicles. The Fire & Emergency segment manufactures and markets commercial and custom fire vehicles, simulators and emergency vehicles. The Commercial segment manufactures, markets and distributes concrete mixers, portable concrete batch plants, and vehicle and vehicle body components.

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