WallStSmart

Costamare Inc (CMRE)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 1104% more annual revenue ($10.43B vs $866.09M). CMRE leads profitability with a 39.8% profit margin vs 5.5%. CMRE appears more attractively valued with a PEG of 2.40. CMRE earns a higher WallStSmart Score of 59/100 (C).

CMRE

Buy

59

out of 100

Grade: C

Growth: 2.0Profit: 8.5Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.78

OSK

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMREFair Value (-4.6%)

Margin of Safety

-4.6%

Fair Value

$15.99

Current Price

$15.99

$0.00 premium

UndervaluedFair: $15.99Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMRE4 strengths · Avg: 10.0/10
P/E RatioValuation
5.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
39.8%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
46.3%10/10

Strong operational efficiency at 46.3%

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

CMRE4 concerns · Avg: 3.3/10
PEG RatioValuation
2.404/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.784/10

Distress zone — elevated risk

Market CapQuality
$1.89B3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-5.3%2/10

Revenue declined 5.3%

OSK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CMRE

The strongest argument for CMRE centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 39.8% and operating margin at 46.3%.

Bull Case : OSK

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

Bear Case : CMRE

The primary concerns for CMRE are PEG Ratio, Altman Z-Score, Market Cap.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.

Key Dynamics to Monitor

CMRE profiles as a declining 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.

CMRE generates stronger free cash flow (25M), providing more financial flexibility.

Bottom Line

CMRE scores higher overall (59/100 vs 49/100), backed by strong 39.8% margins. 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.

Costamare Inc

INDUSTRIALS · MARINE SHIPPING · USA

Costamare Inc. owns and leases container ships to shipping companies around the world. The company is headquartered in Monaco.

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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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