CNH Industrial N.V. (CNH) vs Oshkosh Corporation (OSK)

CNH Industrial N.V. and Oshkosh Corporation are both Farm & Heavy Construction Machinery companies. CNH Industrial N.V. is the larger, with a market value of $14.8B against $8.0B — 1.9× the size. Oshkosh Corporation trades at the lower P/E: 14.5× against 46.6×. Oshkosh Corporation grew revenue faster over the last twelve months: 2.18% against 0.64%. Oshkosh Corporation has the higher net margin (5.24% vs 1.71%) and the higher return on invested capital (10.6% vs 4.91%). Both pay a dividend; Oshkosh Corporation yields more (1.75% vs 0.86%). Across the 23 metrics below, Oshkosh Corporation leads on 20 and CNH Industrial N.V. on 3.

Valuation

Metric CNH OSK Farm & Heavy Construction Machinery median
P/E 46.56 14.45 23.28
P/S 0.79 0.75 0.75
P/B 1.85 1.75 1.43
Price to free cash flow 23.58 7.26 22.25
EV/EBITDA 12.18 7.85 11.41
EV/Sales 2.08 0.77 1.14
Earnings yield 2.15% 6.92% 2.83%
Free cash flow yield 4.24% 13.77% 2.91%

Profitability

Metric CNH OSK Farm & Heavy Construction Machinery median
Gross margin 30.55% 15.90% 24.21%
Operating margin 13.52% 7.52% 4.47%
Net margin 1.71% 5.24% 1.49%
Free cash flow margin 3.36% 10.29% 2.15%
Return on equity 3.99% 12.39% 3.99%
Return on assets 0.72% 5.54% 1.31%
Return on invested capital 4.91% 10.55% 3.36%

Growth

Metric CNH OSK Farm & Heavy Construction Machinery median
Revenue growth (TTM) 0.64% 2.18% 2.18%
EPS growth (last fiscal year) (58.59%) (3.19%) (27.79%)
Revenue growth, 5-year CAGR (7.02%) 6.14% 7.34%
Net income growth, 5-year CAGR 0.00% 4.92% 0.00%

Health

Metric CNH OSK Farm & Heavy Construction Machinery median
Debt to equity 3.33 0.13 0.67
Current ratio 12.23 1.72 1.98
Net debt to EBITDA 6.90 0.53 1.12

Dividend

Metric CNH OSK Farm & Heavy Construction Machinery median
Dividend yield 0.86% 1.75% 1.34%
Payout ratio 0.40 0.25 0.30

Size

Metric CNH OSK Farm & Heavy Construction Machinery median
Market cap 14.79b 7.95b 808.87m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack