WallStSmart

Compass Diversified Holdings (CODI)vsOshkosh Corporation (OSK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 465% more annual revenue ($10.43B vs $1.85B). OSK leads profitability with a 5.5% profit margin vs -12.3%. CODI appears more attractively valued with a PEG of 2.65. OSK earns a higher WallStSmart Score of 49/100 (D+).

CODI

Avoid

31

out of 100

Grade: F

Growth: 2.7Profit: 3.0Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.22

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

CODIUndervalued (+75.4%)

Margin of Safety

+75.4%

Fair Value

$27.07

Current Price

$9.85

$17.22 discount

UndervaluedFair: $27.07Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CODI0 strengths · Avg: 0/10

No standout strengths identified

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
2.0x8/10

Reasonable price relative to book value

Areas to Watch

CODI4 concerns · Avg: 2.5/10
Market CapQuality
$762.89M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

PEG RatioValuation
2.652/10

Expensive relative to growth rate

Return on EquityProfitability
-51.0%2/10

ROE of -51.0% — below average capital efficiency

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 : CODI

CODI has a balanced fundamental profile.

Bull Case : OSK

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

Bear Case : CODI

The primary concerns for CODI are Market Cap, Operating Margin, PEG Ratio. Debt-to-equity of 4.64 is elevated, increasing financial risk.

Bear Case : OSK

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

Key Dynamics to Monitor

CODI 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.

CODI generates stronger free cash flow (19M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (49/100 vs 31/100). CODI offers better value entry with a 75.4% margin of safety. 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.

Compass Diversified Holdings

INDUSTRIALS · CONGLOMERATES · USA

Compass Diversified Holdings (CODI) is a prominent private equity firm that focuses on acquiring and managing a diverse portfolio of middle-market companies spanning various sectors, including consumer products, industrials, and outdoor goods. With a commitment to operational excellence and strategic enhancements, CODI actively drives sustainable growth and performance improvement across its investments. Leveraging extensive industry expertise and a disciplined investment framework, the firm is well-positioned within the alternative investment landscape, dedicated to creating long-term value and attractive risk-adjusted returns for institutional investors.

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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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