WallStSmart

Oshkosh Corporation (OSK)vsSEACOR Marine Holdings Inc (SMHI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 4714% more annual revenue ($10.43B vs $216.62M). OSK leads profitability with a 5.5% profit margin vs -13.0%. OSK earns a higher WallStSmart Score of 49/100 (D+).

OSK

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

SMHI

Avoid

34

out of 100

Grade: F

Growth: 3.3Profit: 2.0Value: 5.3Quality: 5.5
Piotroski: 6/9Altman Z: 0.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for OSK.

SMHIUndervalued (+6.5%)

Margin of Safety

+6.5%

Fair Value

$7.51

Current Price

$7.51

$0.00 discount

UndervaluedFair: $7.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

SMHI1 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Areas to Watch

OSK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SMHI4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$206.49M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.333/10

Elevated debt levels

Return on EquityProfitability
-11.4%2/10

ROE of -11.4% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SMHI

The strongest argument for SMHI centers on Price/Book.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.

Bear Case : SMHI

The primary concerns for SMHI are EPS Growth, Market Cap, Debt/Equity.

Key Dynamics to Monitor

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

OSK carries more volatility with a beta of 1.26 — expect wider price swings.

OSK is growing revenue faster at 0.2% — sustainability is the question.

SMHI generates stronger free cash flow (-21M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (49/100 vs 34/100). Both earn "Hold" 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.

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.

SEACOR Marine Holdings Inc

INDUSTRIALS · MARINE SHIPPING · USA

SEACOR Marine Holdings Inc. provides marine transportation and support services to offshore oil, natural gas and wind farm facilities around the world. The company is headquartered in Houston, Texas.

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