WallStSmart

Oshkosh Corporation (OSK)vsTarget Hospitality Corp (TH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 3151% more annual revenue ($10.42B vs $320.63M). OSK leads profitability with a 6.2% profit margin vs -11.6%. TH appears more attractively valued with a PEG of 1.34. OSK earns a higher WallStSmart Score of 48/100 (D+).

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82

TH

Avoid

33

out of 100

Grade: F

Growth: 3.3Profit: 2.0Value: 5.7Quality: 5.5
Piotroski: 2/9Altman Z: 1.79
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.81

Current Price

$155.35

$104.46 discount

UndervaluedFair: $259.81Overvalued
THUndervalued (+10.3%)

Margin of Safety

+10.3%

Fair Value

$7.89

Current Price

$14.54

$6.65 discount

UndervaluedFair: $7.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

TH1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Areas to Watch

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

TH4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.794/10

Distress zone — elevated risk

Market CapQuality
$1.43B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-9.2%2/10

ROE of -9.2% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : TH

The strongest argument for TH centers on Debt/Equity. PEG of 1.34 suggests the stock is reasonably priced for its growth.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Bear Case : TH

The primary concerns for TH are Altman Z-Score, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

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

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

TH is growing revenue faster at 7.3% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (48/100 vs 33/100). 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.

Target Hospitality Corp

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

Target Hospitality Corp. The company is headquartered in The Woodlands, Texas.

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