Acacia Research Corporation (ACTG)vsOshkosh Corporation (OSK)
ACTG
Acacia Research Corporation
$4.62
-1.70%
INDUSTRIALS · Cap: $447.21M
OSK
Oshkosh Corporation
$130.53
-1.95%
INDUSTRIALS · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 4749% more annual revenue ($10.43B vs $215.05M). OSK leads profitability with a 5.5% profit margin vs -8.5%. ACTG appears more attractively valued with a PEG of 2.37. OSK earns a higher WallStSmart Score of 49/100 (D+).
ACTG
Hold35
out of 100
Grade: F
OSK
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.0%
Fair Value
$27.01
Current Price
$4.62
$22.39 discount
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -3.5% — below average capital efficiency
Revenue declined 56.4%
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ACTG
The strongest argument for ACTG centers on Price/Book, Debt/Equity.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : ACTG
The primary concerns for ACTG are PEG Ratio, Market Cap, Return on Equity.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
ACTG profiles as a turnaround stock while OSK is a value 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.
ACTG generates stronger free cash flow (-6M), providing more financial flexibility.
Bottom Line
OSK scores higher overall (49/100 vs 35/100). ACTG offers better value entry with a 85.0% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acacia Research Corporation
INDUSTRIALS · BUSINESS EQUIPMENT & SUPPLIES · USA
Acacia Research Corporation intends to acquire undervalued businesses primarily in the technology, life sciences, industry and financial services segments in the United States. The company is headquartered in New York, New York.
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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