Critical Analysis: Oshkosh (OSK) and Its Competitors

Oshkosh (NYSE: OSK) is one of 13 publicly-traded companies in the “Heavy Machinery & Vehicles” industry, but how does it weigh in compared to its peers? We will compare Oshkosh to related companies based on the strength of its valuation, risk, analyst recommendations, earnings, institutional ownership, profitability and dividends.

Dividends

Oshkosh pays an annual dividend of $0.96 per share and has a dividend yield of 1.1%. Oshkosh pays out 25.5% of its earnings in the form of a dividend. As a group, “Heavy Machinery & Vehicles” companies pay a dividend yield of 1.2% and pay out 33.5% of their earnings in the form of a dividend. Oshkosh has raised its dividend for 2 consecutive years.

Risk and Volatility

Oshkosh has a beta of 1.84, suggesting that its share price is 84% more volatile than the S&P 500. Comparatively, Oshkosh’s peers have a beta of 1.44, suggesting that their average share price is 44% more volatile than the S&P 500.

Valuation and Earnings

This table compares Oshkosh and its peers top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Oshkosh $6.83 billion $285.60 million 24.17
Oshkosh Competitors $7.13 billion $64.84 million 164.62

Oshkosh’s peers have higher revenue, but lower earnings than Oshkosh. Oshkosh 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

93.3% of Oshkosh shares are held by institutional investors. Comparatively, 81.8% of shares of all “Heavy Machinery & Vehicles” companies are held by institutional investors. 2.0% of Oshkosh shares are held by company insiders. Comparatively, 9.5% of shares of all “Heavy Machinery & Vehicles” companies are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Profitability

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

Net Margins Return on Equity Return on Assets
Oshkosh 4.18% 15.14% 6.54%
Oshkosh Competitors 3.97% 13.55% 3.92%

Analyst Ratings

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

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oshkosh 0 3 10 0 2.77
Oshkosh Competitors 170 875 944 17 2.40

Oshkosh presently has a consensus price target of $92.75, indicating a potential upside of 2.05%. As a group, “Heavy Machinery & Vehicles” companies have a potential upside of 6.32%. Given Oshkosh’s peers higher probable upside, analysts plainly believe Oshkosh has less favorable growth aspects than its peers.

Summary

Oshkosh beats its peers on 9 of the 15 factors compared.

Oshkosh 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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