WallStSmart

Oshkosh Corporation (OSK)vsQuad Graphics Inc (QUAD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 331% more annual revenue ($10.42B vs $2.42B). OSK leads profitability with a 6.2% profit margin vs 1.1%. QUAD appears more attractively valued with a PEG of 0.84. QUAD earns a higher WallStSmart Score of 60/100 (C+).

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82

QUAD

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 6.0Value: 7.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.60

Current Price

$147.37

$112.23 discount

UndervaluedFair: $259.60Overvalued

Intrinsic value data unavailable for QUAD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

QUAD5 strengths · Avg: 8.8/10
Return on EquityProfitability
30.2%10/10

Every $100 of equity generates 30 in profit

EPS GrowthGrowth
136.0%10/10

Earnings expanding 136.0% YoY

PEG RatioValuation
0.848/10

Growing faster than its price suggests

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

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

QUAD4 concerns · Avg: 2.8/10
Market CapQuality
$407.66M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
1.1%3/10

1.1% margin — thin

Operating MarginProfitability
3.7%3/10

Operating margin of 3.7%

Revenue GrowthGrowth
-11.0%2/10

Revenue declined 11.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : QUAD

The strongest argument for QUAD centers on Return on Equity, EPS Growth, PEG Ratio. PEG of 0.84 suggests the stock is reasonably priced for its growth.

Bear Case : OSK

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

Bear Case : QUAD

The primary concerns for QUAD are Market Cap, Profit Margin, Operating Margin. Thin 1.1% margins leave little buffer for downturns.

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 FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

QUAD scores higher overall (60/100 vs 48/100). OSK offers better value entry with a 32.8% margin of safety. 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.

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.

Quad Graphics Inc

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

Quad / Graphics, Inc. offers worldwide marketing solutions. The company is headquartered in Sussex, Wisconsin.

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