Lindsay Corporation (LNN) vs Oshkosh Corporation (OSK)

Lindsay Corporation and Oshkosh Corporation are both Farm & Heavy Construction Machinery companies. Oshkosh Corporation is the larger, with a market value of $8.0B against $1.1B — 7.1× the size. Oshkosh Corporation trades at the lower P/E: 15.1× against 21.8×. Oshkosh Corporation grew revenue faster over the last twelve months: 2.18% against −7.37%. Lindsay Corporation has the higher net margin (8.79% vs 5.24%) and the lower return on invested capital (8.50% vs 10.6%). Both pay a dividend; Oshkosh Corporation yields more (1.61% vs 1.09%). Across the 23 metrics below, Oshkosh Corporation leads on 14 and Lindsay Corporation on 9.

Valuation

Metric LNN OSK Farm & Heavy Construction Machinery median
P/E 21.80 15.10 23.38
P/S 1.87 0.78 0.81
P/B 2.36 1.83 1.43
Price to free cash flow 26.20 7.59 25.31
EV/EBITDA 13.42 8.20 12.13
EV/Sales 1.81 0.80 1.20
Earnings yield 4.59% 6.62% 2.73%
Free cash flow yield 3.82% 13.17% 3.02%

Profitability

Metric LNN OSK Farm & Heavy Construction Machinery median
Gross margin 29.46% 15.90% 24.21%
Operating margin 9.95% 7.52% 4.47%
Net margin 8.79% 5.24% 1.49%
Free cash flow margin 7.15% 10.29% 2.15%
Return on equity 10.74% 12.39% 4.16%
Return on assets 6.64% 5.54% 1.45%
Return on invested capital 8.50% 10.55% 3.36%

Growth

Metric LNN OSK Farm & Heavy Construction Machinery median
Revenue growth (TTM) (7.37%) 2.18% 2.18%
EPS growth (last fiscal year) 12.81% (3.19%) —
Revenue growth, 5-year CAGR 7.34% 6.14% 7.34%
Net income growth, 5-year CAGR 13.90% 4.92% 0.00%

Health

Metric LNN OSK Farm & Heavy Construction Machinery median
Debt to equity 0.23 0.13 0.67
Current ratio 2.93 1.72 1.98
Net debt to EBITDA (1.24) 0.53 1.12

Dividend

Metric LNN OSK Farm & Heavy Construction Machinery median
Dividend yield 1.09% 1.61% 1.45%
Payout ratio 0.21 0.25 0.08

Size

Metric LNN OSK Farm & Heavy Construction Machinery median
Market cap 1.14b 8.04b 772.81m

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