Analyzing Oshkosh (NYSE:OSK) and XPEL (NASDAQ:XPEL)

Oshkosh (NYSE:OSK) and XPEL (NASDAQ:XPEL) are both auto/tires/trucks companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, earnings, analyst recommendations, risk, dividends, institutional ownership and profitability.

Analyst Ratings

This is a summary of current ratings and price targets for Oshkosh and XPEL, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Oshkosh	1	3	9	1	2.71
XPEL	1	0	0	0	1.00

Oshkosh currently has a consensus price target of $138.08, suggesting a potential upside of 4.03%. Given Oshkosh’s stronger consensus rating and higher probable upside, analysts plainly believe Oshkosh is more favorable than XPEL.

Earnings and Valuation

This table compares Oshkosh and XPEL”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Oshkosh	$10.76 billion	0.79	$681.40 million	$9.96	13.33
XPEL	$420.40 million	2.18	$45.49 million	$1.76	18.82

Oshkosh has higher revenue and earnings than XPEL. Oshkosh is trading at a lower price-to-earnings ratio than XPEL, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

Oshkosh has a beta of 1.49, indicating that its stock price is 49% more volatile than the S&P 500. Comparatively, XPEL has a beta of 1.67, indicating that its stock price is 67% more volatile than the S&P 500.

Institutional and Insider Ownership

92.4% of Oshkosh shares are held by institutional investors. Comparatively, 75.1% of XPEL shares are held by institutional investors. 0.6% of Oshkosh shares are held by company insiders. Comparatively, 9.5% of XPEL shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Profitability

This table compares Oshkosh and XPEL’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Oshkosh	6.25%	16.70%	7.24%
XPEL	10.84%	21.17%	16.90%

Summary

Oshkosh beats XPEL on 8 of the 15 factors compared between the two stocks.

About Oshkosh

Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Defense, and Vocational segment. Its Access Equipment segment design and manufacture aerial work platform and telehandlers for use in construction, industrial, and maintenance applications; offers financing and leasing solutions including rental fleet loans, leases, and floor plan and retail financing; and towing and recovery equipment, which includes carriers, wreckers, and rotators, as well as provides equipment installation and sale of chassis and service parts. The Defense segment engages in the manufacture and sale of heavy, medium, and light tactical wheeled vehicles and related services for department of defense. Its Vocational segment offers custom and commercial firefighting equipment, fire apparatus, and emergency vehicles, including pumpers, aerial platform, ladder and tiller trucks, and tankers; light, medium, and heavy-duty rescue vehicles; and wildland rough terrain response, bomb squad, hazardous materials control vehicles, mobile command and control centers, and other emergency response vehicles. Additionally, this segment produces and sells custom and commercial firefighting vehicles, as well as command vehicles, ARFF vehicles; design and manufacture refuse collection vehicles for waste services industry; front discharge concrete mixers for the concrete ready-mix industry; and field service vehicles and truck-mounted cranes for construction, equipment dealer, building supply, utility, tire service, railroad, and mining industries. Further, the company provides its products through direct sales representatives, dealers, and distributors. Oshkosh Corporation was formerly known as Oshkosh Truck Corporation. The company was founded in 1917 and is headquartered in Oshkosh, Wisconsin.

About XPEL

XPEL, Inc. sells, distributes, and installs protective films and coatings worldwide. The company offers automotive surface and paint protection film, headlight protection, and automotive and architectural window films, as well as proprietary DAP software. It also provides pre-cut film products, merchandise and apparel, ceramic coatings, and tools and accessories. In addition, the company offers paint protection kits, car wash products, after-care products, and installation tools through its website. The company sells and distributes its products through independent installers, new car dealerships, third-party distributors, automobile original equipment manufacturers, and company-owned installation centers, as well as through franchisees and online channels. The company serves in the United States, China, Canada, Continental Europe, the United Kingdom, Asia Pacific, Latin America, the Middle East/Africa, and internationally. XPEL, Inc. was founded in 1997 and is headquartered in San Antonio, Texas.