Critical Analysis: Oshkosh Corporation (OSK) versus Its Competitors

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

Profitability



This table compares Oshkosh Corporation and its competitors’ 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 4.06% 13.41% 3.96%

Dividends

Oshkosh Corporation pays an annual dividend of $0.96 per share and has a dividend yield of 1.1%. Oshkosh Corporation 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 1.3% and pay out 35.9% of their earnings in the form of a dividend. Oshkosh Corporation has increased its dividend for 2 consecutive years.

Analyst Recommendations

This is a breakdown of recent ratings and target prices for Oshkosh Corporation and its competitors, 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 171 876 950 17 2.40

Oshkosh Corporation currently has a consensus price target of $92.75, indicating a potential upside of 8.77%. As a group, “Heavy Machinery & Vehicles” companies have a potential upside of 8.45%. Given Oshkosh Corporation’s stronger consensus rating and higher possible upside, research analysts plainly believe Oshkosh Corporation is more favorable than its competitors.

Earnings & Valuation

This table compares Oshkosh Corporation and its competitors gross revenue, earnings per share and valuation.

Gross Revenue NetIncome Price/Earnings Ratio
Oshkosh Corporation $6.83 billion $285.60 million 22.68
Oshkosh Corporation Competitors $6.06 billion $48.37 million 167.40

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

Insider and Institutional Ownership

94.4% of Oshkosh Corporation shares are owned by institutional investors. Comparatively, 81.2% of shares of all “Heavy Machinery & Vehicles” companies are owned by institutional investors. 2.0% of Oshkosh Corporation shares are owned by company insiders. Comparatively, 8.3% of shares of all “Heavy Machinery & Vehicles” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Volatility and Risk

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

Summary

Oshkosh Corporation beats its competitors on 11 of the 15 factors compared.

About Oshkosh Corporation

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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