WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 19184% more annual revenue ($10.43B vs $54.07M). OSK leads profitability with a 5.5% profit margin vs 3.9%. OSK earns a higher WallStSmart Score of 49/100 (D+).

OSK

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.82

SOAR

Avoid

34

out of 100

Grade: F

Growth: 2.7Profit: 3.0Value: 5.0Quality: 5.0
Piotroski: 5/9Altman Z: -3.99

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OSK3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

SOAR1 strengths · Avg: 10.0/10
Debt/EquityHealth
-0.8210/10

Conservative balance sheet, low leverage

Areas to Watch

OSK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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

0.0% earnings growth

Market CapQuality
$6.37M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SOAR

The strongest argument for SOAR centers on Debt/Equity.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.

Bear Case : SOAR

The primary concerns for SOAR are EPS Growth, Market Cap, Return on Equity. Thin 3.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

OSK carries more volatility with a beta of 1.26 — expect wider price swings.

OSK is growing revenue faster at 0.2% — sustainability is the question.

SOAR generates stronger free cash flow (-3M), providing more financial flexibility.

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

Bottom Line

OSK scores higher overall (49/100 vs 34/100). 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.

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 revolutionizing the private aviation landscape through its innovative fractional ownership model tailored for high-net-worth individuals and corporate clients. Leveraging cutting-edge technology and a strong emphasis on customer service, Volato provides unparalleled access to a diverse fleet of aircraft, enabling bespoke travel solutions that prioritize efficiency and sustainability. Positioned to capitalize on the increasing demand for personalized air travel, Volato remains a compelling investment opportunity for institutional investors looking to engage with the expanding private aviation market.

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