Acacia Research Corporation (ACTG)vsOshkosh Corporation (OSK)
ACTG
Acacia Research Corporation
$4.96
+0.20%
INDUSTRIALS · Cap: $478.52M
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 3554% more annual revenue ($10.42B vs $285.23M). ACTG leads profitability with a 7.6% profit margin vs 6.2%. ACTG appears more attractively valued with a PEG of 2.37. OSK earns a higher WallStSmart Score of 48/100 (D+).
ACTG
Hold45
out of 100
Grade: D
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.2%
Fair Value
$37.64
Current Price
$4.96
$32.68 discount
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
2.6% revenue growth
Smaller company, higher risk/reward
ROE of 4.3% — below average capital efficiency
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ACTG
The strongest argument for ACTG centers on Price/Book.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : ACTG
The primary concerns for ACTG are PEG Ratio, Revenue Growth, Market Cap.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
OSK is growing revenue faster at 3.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Monitor BUSINESS EQUIPMENT & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OSK scores higher overall (48/100 vs 45/100). ACTG offers better value entry with a 89.2% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acacia Research Corporation
INDUSTRIALS · BUSINESS EQUIPMENT & SUPPLIES · USA
Acacia Research Corporation intends to acquire undervalued businesses primarily in the technology, life sciences, industry and financial services segments in the United States. The company is headquartered in New York, New York.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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