WallStSmart

CompoSecure, Inc. (CMPO)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 6386% more annual revenue ($10.42B vs $160.68M). OSK leads profitability with a 6.2% profit margin vs -1.3%. OSK earns a higher WallStSmart Score of 48/100 (D+).

CMPO

Avoid

18

out of 100

Grade: F

Growth: 4.0Profit: 3.5Value: 5.0Quality: 5.0

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

Intrinsic value data unavailable for CMPO.

OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMPO0 strengths · Avg: 0/10

No standout strengths identified

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

Areas to Watch

CMPO4 concerns · Avg: 3.0/10
Price/BookValuation
11.8x4/10

Trading at 11.8x book value

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Operating MarginProfitability
0.1%3/10

Operating margin of 0.1%

Revenue GrowthGrowth
-0.4%2/10

Revenue declined 0.4%

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 : CMPO

CMPO has a balanced fundamental profile.

Bull Case : OSK

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

Bear Case : CMPO

The primary concerns for CMPO are Price/Book, Return on Equity, Operating Margin.

Bear Case : OSK

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

Key Dynamics to Monitor

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

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.

Bottom Line

OSK scores higher overall (48/100 vs 18/100). 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.

CompoSecure, Inc.

INDUSTRIALS · METAL FABRICATION · USA

CompoSecure, Inc. is a leading provider of premium cryptocurrency and digital asset storage solutions, specializing in the design and manufacture of advanced security products like hardware wallets. The company's proprietary technology enhances the protection of digital assets, catering to a growing consumer base as the adoption of cryptocurrencies escalates globally. With a strong emphasis on innovation and user experience, CompoSecure stands out in the fintech sector, leveraging partnerships and strategic initiatives to drive growth and differentiate itself in a competitive marketplace. As digital currencies continue to gain traction, CompoSecure is positioned to capitalize on the burgeoning demand for secure asset management solutions.

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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