WallStSmart

Compass Diversified Holdings (CODI)vsOshkosh Corporation (OSK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 475% more annual revenue ($10.61B vs $1.85B). OSK leads profitability with a 5.2% profit margin vs -12.3%. CODI appears more attractively valued with a PEG of 2.65. OSK earns a higher WallStSmart Score of 52/100 (C-).

CODI

Avoid

31

out of 100

Grade: F

Growth: 2.7Profit: 3.0Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.22

OSK

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CODIUndervalued (+75.2%)

Margin of Safety

+75.2%

Fair Value

$26.87

Current Price

$11.00

$15.87 discount

UndervaluedFair: $26.87Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CODI0 strengths · Avg: 0/10

No standout strengths identified

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

CODI4 concerns · Avg: 2.5/10
Market CapQuality
$810.29M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

PEG RatioValuation
2.652/10

Expensive relative to growth rate

Return on EquityProfitability
-51.0%2/10

ROE of -51.0% — below average capital efficiency

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : CODI

CODI has a balanced fundamental profile.

Bull Case : OSK

The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.

Bear Case : CODI

The primary concerns for CODI are Market Cap, Operating Margin, PEG Ratio. Debt-to-equity of 4.64 is elevated, increasing financial risk.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

CODI profiles as a turnaround stock while OSK is a value play — different risk/reward profiles.

CODI carries more volatility with a beta of 1.25 — expect wider price swings.

OSK is growing revenue faster at 6.7% — sustainability is the question.

CODI generates stronger free cash flow (19M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (52/100 vs 31/100). CODI offers better value entry with a 75.2% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Compass Diversified Holdings

INDUSTRIALS · CONGLOMERATES · USA

Compass Diversified Holdings (CODI) is a leading private equity firm that specializes in the acquisition and management of a diverse portfolio of middle-market companies across sectors such as consumer products, industrials, and outdoor goods. The firm is committed to operational excellence and value creation, employing strategic enhancements to drive sustainable growth and performance improvements across its investments. With a strong focus on long-term value and attractive risk-adjusted returns, CODI leverages its extensive industry expertise and disciplined investment approach to deliver compelling opportunities for institutional investors in the alternative investment landscape.

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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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