WallStSmart

GrafTech International Ltd (EAF)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 1969% more annual revenue ($10.61B vs $512.92M). OSK leads profitability with a 5.2% profit margin vs -34.6%. OSK earns a higher WallStSmart Score of 50/100 (D+).

EAF

Avoid

22

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 4.0Quality: 6.5
Piotroski: 3/9Altman Z: -0.69

OSK

Hold

50

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EAFSignificantly Overvalued (-52.5%)

Margin of Safety

-52.5%

Fair Value

$4.97

Current Price

$7.13

$2.16 premium

UndervaluedFair: $4.97Overvalued

Intrinsic value data unavailable for OSK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EAF1 strengths · Avg: 10.0/10
Debt/EquityHealth
-3.4710/10

Conservative balance sheet, low leverage

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

EAF4 concerns · Avg: 2.5/10
Market CapQuality
$171.69M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-213.7%2/10

ROE of -213.7% — below average capital efficiency

Revenue GrowthGrowth
-3.4%2/10

Revenue declined 3.4%

OSK4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-7.6%2/10

Earnings declined 7.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : EAF

The strongest argument for EAF centers on Debt/Equity.

Bull Case : OSK

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

Bear Case : EAF

The primary concerns for EAF are Market Cap, Piotroski F-Score, Return on Equity.

Bear Case : OSK

The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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

EAF carries more volatility with a beta of 1.85 — expect wider price swings.

OSK is growing revenue faster at 6.7% — sustainability is the question.

OSK generates stronger free cash flow (349M), providing more financial flexibility.

Bottom Line

OSK scores higher overall (50/100 vs 22/100). 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.

GrafTech International Ltd

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

GrafTech International Ltd. researches, develops, manufactures and sells graphite and carbon based products worldwide. The company is headquartered in Brooklyn Heights, Ohio.

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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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