WallStSmart

Oshkosh Corporation (OSK)vsVolato Group Inc. (SOAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 13167% more annual revenue ($10.42B vs $78.56M). SOAR leads profitability with a 6.6% profit margin vs 6.2%. SOAR trades at a lower P/E of 1.3x. SOAR earns a higher WallStSmart Score of 50/100 (D+).

OSK

Hold

48

out of 100

Grade: D+

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

SOAR

Hold

50

out of 100

Grade: D+

Growth: 5.3Profit: 5.5Value: 6.7Quality: 4.5
Piotroski: 4/9Altman Z: -1.66
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 SOAR.

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

SOAR2 strengths · Avg: 10.0/10
P/E RatioValuation
1.3x10/10

Attractively priced relative to earnings

Revenue GrowthGrowth
7445.0%10/10

Revenue surging 7445.0% year-over-year

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

SOAR4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$5.04M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
6.6%3/10

6.6% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SOAR

The strongest argument for SOAR centers on P/E Ratio, Revenue Growth. Revenue growth of 7445.0% demonstrates continued momentum.

Bear Case : OSK

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

Bear Case : SOAR

The primary concerns for SOAR are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

OSK profiles as a value stock while SOAR is a hypergrowth play — different risk/reward profiles.

OSK carries more volatility with a beta of 1.39 — expect wider price swings.

SOAR is growing revenue faster at 7445.0% — sustainability is the question.

OSK generates stronger free cash flow (526M), providing more financial flexibility.

Bottom Line

SOAR scores higher overall (50/100 vs 48/100) and 7445.0% revenue growth. OSK offers better value entry with a 32.8% 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.

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.

Volato Group Inc.

INDUSTRIALS · AIRPORTS & AIR SERVICES · USA

Volato Group Inc. (SOAR) is transforming the private aviation industry with its cutting-edge fractional ownership model, designed to meet the bespoke travel requirements of high-net-worth individuals and corporate clients. By integrating advanced technology with a strong customer focus, Volato offers exceptional access to a diverse range of aircraft, ensuring customized travel experiences while prioritizing operational efficiency and sustainability. As the demand for personalized air travel continues to rise, Volato is strategically poised to capitalize on growth opportunities in the burgeoning private aviation market, making it an appealing prospect for institutional investors interested in this dynamic sector.

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