WallStSmart

ICF International Inc (ICFI)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 456% more annual revenue ($10.42B vs $1.87B). OSK leads profitability with a 6.2% profit margin vs 4.9%. ICFI appears more attractively valued with a PEG of 1.88. OSK earns a higher WallStSmart Score of 48/100 (D+).

ICFI

Hold

47

out of 100

Grade: D+

Growth: 2.7Profit: 5.5Value: 7.3Quality: 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

ICFIUndervalued (+31.4%)

Margin of Safety

+31.4%

Fair Value

$114.34

Current Price

$68.57

$45.77 discount

UndervaluedFair: $114.34Overvalued
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

ICFI2 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

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

ICFI4 concerns · Avg: 3.0/10
PEG RatioValuation
1.884/10

Expensive relative to growth rate

Market CapQuality
$1.24B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

Revenue GrowthGrowth
-10.6%2/10

Revenue declined 10.6%

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 : ICFI

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

Bull Case : OSK

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

Bear Case : ICFI

The primary concerns for ICFI are PEG Ratio, Market Cap, Profit Margin. Thin 4.9% margins leave little buffer for downturns.

Bear Case : OSK

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

Key Dynamics to Monitor

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.

Monitor CONSULTING SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OSK scores higher overall (48/100 vs 47/100). ICFI offers better value entry with a 31.4% 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.

ICF International Inc

INDUSTRIALS · CONSULTING SERVICES · USA

ICF International, Inc. provides management, marketing, technology and policy consulting and implementation services to government and commercial clients in the United States and internationally. The company is headquartered in Fairfax, Virginia.

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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