WallStSmart

DLH Holdings Corp (DLHC)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 3131% more annual revenue ($10.42B vs $322.61M). OSK leads profitability with a 6.2% profit margin vs -0.3%. DLHC appears more attractively valued with a PEG of 1.13. OSK earns a higher WallStSmart Score of 48/100 (D+).

DLHC

Hold

42

out of 100

Grade: D

Growth: 2.0Profit: 3.0Value: 7.0Quality: 4.0
Piotroski: 3/9Altman Z: 1.79

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

DLHCUndervalued (+67.3%)

Margin of Safety

+67.3%

Fair Value

$17.00

Current Price

$5.76

$11.24 discount

UndervaluedFair: $17.00Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.81

Current Price

$155.35

$104.46 discount

UndervaluedFair: $259.81Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DLHC1 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

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

DLHC4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.794/10

Distress zone — elevated risk

Market CapQuality
$84.35M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
2.1%3/10

Operating margin of 2.1%

Debt/EquityHealth
1.343/10

Elevated debt levels

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 : DLHC

The strongest argument for DLHC centers on Price/Book. PEG of 1.13 suggests the stock is reasonably priced for its growth.

Bull Case : OSK

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

Bear Case : DLHC

The primary concerns for DLHC are Altman Z-Score, Market Cap, Operating Margin.

Bear Case : OSK

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

Key Dynamics to Monitor

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

DLHC carries more volatility with a beta of 1.58 — 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 42/100). DLHC offers better value entry with a 67.3% 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.

DLH Holdings Corp

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

DLH Holdings Corp. The company is headquartered in Atlanta, Georgia.

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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