IR vs OSK
Ingersoll Rand vs Oshkosh — AI-powered side-by-side comparison
| Metric | IR | OSK |
|---|
| AI Score |
69
|
67
|
| Price |
$85.02
|
$155.75
|
| P/E Ratio |
34.70×
|
17.72×
|
| ROE |
5.8%
|
14.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
37.9%
|
15.9%
|
| Debt / Equity |
0.47×
|
0.24×
|
| Dividend Yield |
0.1%
|
1.4%
|
| RSI (14) |
54.1
|
63.4
|
| Beta |
1.168
|
1.243
|
| Expected Upside |
+2.9%
|
+2.5%
|
AI Committee View
Current Innellis committee reasoning for IR versus OSK.
IR leads by 2 points.
IR scores 69/100 (Buy) versus OSK at 67/100 (Buy).
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value
OSK Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.26) -- balance sheet can absorb a shock. The main limiting factor is eps declining -12.3% yoy despite any revenue growth. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- EPS declining -12.3% YoY despite any revenue growth — Growth