WallStSmart

Oshkosh Corporation (OSK)vsWheels Up Experience Inc (UP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 1315% more annual revenue ($10.42B vs $736.50M). OSK leads profitability with a 6.2% profit margin vs -40.0%. 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

UP

Avoid

27

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Intrinsic value data unavailable for UP.

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
2.0x8/10

Reasonable price relative to book value

UP0 strengths · Avg: 0/10

No standout strengths identified

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

UP4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$223.30M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2417.0%2/10

ROE of -2417.0% — below average capital efficiency

Revenue GrowthGrowth
-10.2%2/10

Revenue declined 10.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : UP

UP has a balanced fundamental profile.

Bear Case : OSK

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

Bear Case : UP

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

Key Dynamics to Monitor

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

UP carries more volatility with a beta of 2.36 — 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.

Bottom Line

OSK scores higher overall (48/100 vs 27/100). 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.

Wheels Up Experience Inc

INDUSTRIALS · AIRPORTS & AIR SERVICES · USA

Wheels Up Experience Inc. (ticker: UP) is a leading entity in the private aviation space, providing on-demand flight services and tailored membership plans that cater to both individual and corporate clientele. The company boasts a diverse fleet that includes a range of aircraft, from turboprops to large cabin jets, underscoring its commitment to delivering exceptional luxury travel experiences. With the private aviation market experiencing significant growth, Wheels Up's innovative membership model enhances accessibility while nurturing customer loyalty. Furthermore, the company's focus on expanding service offerings and integrating advanced technology positions it as a strong investment prospect for institutional investors looking to capitalize on the evolving landscape of the aviation sector.

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