Critical Analysis: Oshkosh (OSK) and The Competition

Oshkosh (NYSE: OSK) is one of 15 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 businesses based on the strength of its analyst recommendations, institutional ownership, valuation, risk, profitability, dividends and earnings.

Risk and Volatility

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

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 4.06% 13.41% 3.96%

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 1.3% and pay out 35.9% of their earnings in the form of a dividend. Oshkosh has raised its dividend for 2 consecutive years.

Institutional and Insider Ownership

93.6% of Oshkosh shares are owned by institutional investors. Comparatively, 82.2% of shares of all “Heavy Machinery & Vehicles” companies are owned by institutional investors. 2.0% of Oshkosh shares are owned by insiders. Comparatively, 8.9% of shares of all “Heavy Machinery & Vehicles” companies are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent recommendations for Oshkosh and its peers, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oshkosh 0 3 10 0 2.77
Oshkosh Competitors 171 890 965 17 2.41

Oshkosh presently has a consensus target price of $92.75, indicating a potential upside of 4.85%. As a group, “Heavy Machinery & Vehicles” companies have a potential upside of 7.11%. Given Oshkosh’s peers higher possible upside, analysts clearly believe Oshkosh has less favorable growth aspects than its peers.

Valuation & Earnings

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

Gross Revenue Net Income Price/Earnings Ratio
Oshkosh $6.83 billion $285.60 million 23.53
Oshkosh Competitors $6.06 billion $48.37 million 122.96

Oshkosh has higher revenue and earnings than its peers. 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.

Summary

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

About Oshkosh

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.

Receive News & Ratings for Oshkosh Corp Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Oshkosh Corp and related companies with MarketBeat.com's FREE daily email newsletter.

Latest News

Leave a Reply