WallStSmart

Oshkosh Corporation (OSK)vsVolato Group Inc. (SOAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 35047% more annual revenue ($10.61B vs $30.19M). OSK leads profitability with a 5.2% profit margin vs -11.8%. OSK earns a higher WallStSmart Score of 50/100 (D+).

OSK

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82

SOAR

Avoid

24

out of 100

Grade: F

Growth: 2.7Profit: 2.5Value: 5.0Quality: 5.5
Piotroski: 5/9Altman Z: -3.99

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SOAR1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Areas to Watch

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

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

SOAR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$12.89M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Revenue GrowthGrowth
-96.1%2/10

Revenue declined 96.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SOAR

The strongest argument for SOAR centers on Debt/Equity.

Bear Case : OSK

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

Bear Case : SOAR

The primary concerns for SOAR are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

OSK profiles as a value stock while SOAR 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 6.7% — sustainability is the question.

OSK generates stronger free cash flow (349M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (50/100 vs 24/100). 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.

Volato Group Inc.

INDUSTRIALS · AIRPORTS & AIR SERVICES · USA

Volato Group Inc. (SOAR) is revolutionizing the private aviation landscape through its innovative fractional ownership model tailored for high-net-worth individuals and corporate clients. Leveraging cutting-edge technology and a strong emphasis on customer service, Volato provides unparalleled access to a diverse fleet of aircraft, enabling bespoke travel solutions that prioritize efficiency and sustainability. Positioned to capitalize on the increasing demand for personalized air travel, Volato remains a compelling investment opportunity for institutional investors looking to engage with the expanding private aviation market.

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