WallStSmart

ADT Inc (ADT)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 103% more annual revenue ($10.42B vs $5.13B). ADT leads profitability with a 11.6% profit margin vs 6.2%. ADT trades at a lower P/E of 10.5x. ADT earns a higher WallStSmart Score of 56/100 (C).

ADT

Buy

56

out of 100

Grade: C

Growth: 2.7Profit: 7.5Value: 7.7Quality: 4.3
Piotroski: 7/9Altman Z: 0.46

OSK

Hold

48

out of 100

Grade: D+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADTUndervalued (+23.9%)

Margin of Safety

+23.9%

Fair Value

$10.27

Current Price

$7.55

$2.71 discount

UndervaluedFair: $10.27Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$155.35

$104.25 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADT3 strengths · Avg: 8.7/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.1%8/10

Strong operational efficiency at 26.1%

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

Areas to Watch

ADT3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

EPS GrowthGrowth
-17.0%2/10

Earnings declined 17.0%

Altman Z-ScoreHealth
0.462/10

Distress zone — elevated risk

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

Comparative Analysis Report

WallStSmart Research

Bull Case : ADT

The strongest argument for ADT centers on P/E Ratio, Price/Book, Operating Margin.

Bull Case : OSK

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

Bear Case : ADT

The primary concerns for ADT are Revenue Growth, EPS Growth, Altman Z-Score.

Bear Case : OSK

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

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.39 — 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.

Monitor SECURITY & PROTECTION SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ADT scores higher overall (56/100 vs 48/100). OSK offers better value entry with a 32.8% margin of safety. Both earn "Buy" 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.

ADT Inc

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

ADT Inc. provides security, automation and smart home solutions to consumers and business customers in the United States. The company is headquartered in Boca Raton, Florida.

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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