WallStSmart

Oshkosh Corporation (OSK)vsSystem1 Inc (SST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 3816% more annual revenue ($10.42B vs $266.13M). OSK leads profitability with a 6.2% profit margin vs -24.5%. OSK earns a higher WallStSmart Score of 48/100 (D+).

OSK

Hold

48

out of 100

Grade: D+

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

SST

Avoid

26

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 6.7Quality: 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

$155.35

$104.25 discount

UndervaluedFair: $259.60Overvalued
SSTUndervalued (+89.2%)

Margin of Safety

+89.2%

Fair Value

$32.06

Current Price

$3.67

$28.39 discount

UndervaluedFair: $32.06Overvalued

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
2.1x8/10

Reasonable price relative to book value

SST1 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

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

SST4 concerns · Avg: 2.3/10
Market CapQuality
$36.69M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-158.6%2/10

ROE of -158.6% — below average capital efficiency

Revenue GrowthGrowth
-31.3%2/10

Revenue declined 31.3%

EPS GrowthGrowth
-95.0%2/10

Earnings declined 95.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : OSK

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

Bull Case : SST

The strongest argument for SST centers on Price/Book.

Bear Case : OSK

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

Bear Case : SST

The primary concerns for SST are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

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

SST carries more volatility with a beta of 1.56 — 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.

Bottom Line

OSK scores higher overall (48/100 vs 26/100). SST offers better value entry with a 89.2% margin of safety. 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.

System1 Inc

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

System1, Inc. develops technology and data science to operate a responsive acquisition marketing platform. The company is headquartered in Los Angeles, California.

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