Is Oshkosh Stock a Good Investment?
Oshkosh Investment Advice | OSK |
- Examine Oshkosh's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Oshkosh's leadership team and their track record. Good management can help Oshkosh navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Construction Machinery & Heavy Transportation Equipment space and any emerging trends that could impact Oshkosh's business and its evolving consumer preferences.
- Compare Oshkosh's performance and market position to its competitors. Analyze how Oshkosh is positioned in terms of product offerings, innovation, and market share.
- Check if Oshkosh pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Oshkosh's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Oshkosh stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Oshkosh is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Oshkosh Stock
Researching Oshkosh's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 94.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.79. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Oshkosh recorded earning per share (EPS) of 10.3. The entity last dividend was issued on the 15th of November 2024. The firm had 2:1 split on the 29th of August 2005.
To determine if Oshkosh is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Oshkosh's research are outlined below:
| Over 94.0% of the company shares are owned by institutional investors | |
| On 29th of November 2024 Oshkosh paid $ 0.46 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Is It Time To Consider Buying Oshkosh Corporation |
Oshkosh Quarterly Good Will |
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Oshkosh uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Oshkosh. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Oshkosh's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 30th of January 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 30th of January 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Oshkosh's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Oshkosh's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2000-01-21 | 1999-12-31 | 0.1 | 0.11 | 0.01 | 10 | ||
1999-01-25 | 1998-12-31 | 0.07 | 0.08 | 0.01 | 14 | ||
2000-10-26 | 2000-09-30 | 0.2 | 0.22 | 0.02 | 10 | ||
1999-07-26 | 1999-06-30 | 0.18 | 0.2 | 0.02 | 11 | ||
1994-07-25 | 1994-06-30 | 0.05 | 0.07 | 0.02 | 40 | ||
1994-04-25 | 1994-03-31 | 0.03 | 0.05 | 0.02 | 66 | ||
1999-04-26 | 1999-03-31 | 0.1 | 0.13 | 0.03 | 30 | ||
1993-08-05 | 1993-06-30 | 0.05 | 0.02 | -0.03 | 60 |
Know Oshkosh's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Oshkosh is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oshkosh backward and forwards among themselves. Oshkosh's institutional investor refers to the entity that pools money to purchase Oshkosh's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2024-09-30 | 1.1 M | Bank Of America Corp | 2024-06-30 | 935.6 K | Alliancebernstein L.p. | 2024-06-30 | 924.7 K | Great West Life Assurance Co | 2024-09-30 | 923.7 K | Norges Bank | 2024-06-30 | 774.8 K | Charles Schwab Investment Management Inc | 2024-09-30 | 684.2 K | Bank Of New York Mellon Corp | 2024-06-30 | 631.4 K | Aqr Capital Management Llc | 2024-06-30 | 623.5 K | Equity Investment Corp | 2024-09-30 | 588.9 K | Blackrock Inc | 2024-06-30 | 9 M | Vanguard Group Inc | 2024-09-30 | 8 M |
Oshkosh's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 7.39 B.Market Cap |
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Oshkosh's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.09 | 0.06 | |
| Return On Capital Employed | 0.14 | 0.17 | |
| Return On Assets | 0.07 | 0.06 | |
| Return On Equity | 0.16 | 0.10 |
Determining Oshkosh's profitability involves analyzing its financial statements and using various financial metrics to determine if Oshkosh is a good buy. For example, gross profit margin measures Oshkosh's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Oshkosh's profitability and make more informed investment decisions.
Oshkosh's Earnings Breakdown by Geography
Evaluate Oshkosh's management efficiency
Oshkosh has Return on Asset of 0.0707 % which means that on every $100 spent on assets, it made $0.0707 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1776 %, implying that it generated $0.1776 on every 100 dollars invested. Oshkosh's management efficiency ratios could be used to measure how well Oshkosh manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is expected to rise to 0.17 this year, although the value of Return On Tangible Assets will most likely fall to 0.06. At this time, Oshkosh's Total Current Liabilities is quite stable compared to the past year. Liabilities And Stockholders Equity is expected to rise to about 9.6 B this year, although the value of Non Current Liabilities Other will most likely fall to about 442.4 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 56.67 | 59.50 | |
| Tangible Book Value Per Share | 22.31 | 23.43 | |
| Enterprise Value Over EBITDA | 8.13 | 11.87 | |
| Price Book Value Ratio | 1.91 | 1.53 | |
| Enterprise Value Multiple | 8.13 | 11.87 | |
| Price Fair Value | 1.91 | 1.53 | |
| Enterprise Value | 8 B | 8.4 B |
Leadership at Oshkosh emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.
Dividend Yield 0.0163 | Forward Dividend Yield 0.0163 | Forward Dividend Rate 1.84 | Beta 1.173 |
Basic technical analysis of Oshkosh Stock
As of the 30th of November, Oshkosh holds the Risk Adjusted Performance of 0.0537, coefficient of variation of 1617.53, and Semi Deviation of 1.86. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oshkosh, as well as the relationship between them.Oshkosh's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Oshkosh insiders, such as employees or executives, is commonly permitted as long as it does not rely on Oshkosh's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Oshkosh insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Oshkosh's Outstanding Corporate Bonds
Oshkosh issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Oshkosh uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Oshkosh bonds can be classified according to their maturity, which is the date when Oshkosh has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US688239AF99 Corp BondUS688239AF99 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| US688225AH44 Corp BondUS688225AH44 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Understand Oshkosh's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Oshkosh's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0537 | |||
| Market Risk Adjusted Performance | 0.0714 | |||
| Mean Deviation | 1.52 | |||
| Semi Deviation | 1.86 | |||
| Downside Deviation | 2.0 | |||
| Coefficient Of Variation | 1617.53 | |||
| Standard Deviation | 2.14 | |||
| Variance | 4.58 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.23) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.0614 | |||
| Maximum Drawdown | 12.69 | |||
| Value At Risk | (2.83) | |||
| Potential Upside | 2.78 | |||
| Downside Variance | 3.99 | |||
| Semi Variance | 3.47 | |||
| Expected Short fall | (1.52) | |||
| Skewness | 1.21 | |||
| Kurtosis | 5.68 |
| Risk Adjusted Performance | 0.0537 | |||
| Market Risk Adjusted Performance | 0.0714 | |||
| Mean Deviation | 1.52 | |||
| Semi Deviation | 1.86 | |||
| Downside Deviation | 2.0 | |||
| Coefficient Of Variation | 1617.53 | |||
| Standard Deviation | 2.14 | |||
| Variance | 4.58 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.23) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.0614 | |||
| Maximum Drawdown | 12.69 | |||
| Value At Risk | (2.83) | |||
| Potential Upside | 2.78 | |||
| Downside Variance | 3.99 | |||
| Semi Variance | 3.47 | |||
| Expected Short fall | (1.52) | |||
| Skewness | 1.21 | |||
| Kurtosis | 5.68 |
Consider Oshkosh's intraday indicators
Oshkosh intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Oshkosh stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 3256.98 | |||
| Daily Balance Of Power | 0.4019 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 113.95 | |||
| Day Typical Price | 113.83 | |||
| Price Action Indicator | 0.085 | |||
| Period Momentum Indicator | 0.84 | |||
| Relative Strength Index | 61.15 |
Oshkosh Corporate Filings
F4 | 19th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
ASR | 18th of November 2024 Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC) | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Oshkosh Stock media impact
Far too much social signal, news, headlines, and media speculation about Oshkosh that are available to investors today. That information is available publicly through Oshkosh media outlets and privately through word of mouth or via Oshkosh internal channels. However, regardless of the origin, that massive amount of Oshkosh data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Oshkosh news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Oshkosh relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Oshkosh's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Oshkosh alpha.
Oshkosh Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Oshkosh can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Oshkosh Historical Investor Sentiment
Investor biases related to Oshkosh's public news can be used to forecast risks associated with an investment in Oshkosh. The trend in average sentiment can be used to explain how an investor holding Oshkosh can time the market purely based on public headlines and social activities around Oshkosh. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Oshkosh's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Oshkosh and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Oshkosh news discussions. The higher the estimate score, the more favorable the investor's outlook on Oshkosh.
Oshkosh Corporate Directors
| Duncan Palmer | Independent Director | Profile | |
| Raymond Odierno | Independent Director | Profile | |
| John Shiely | Independent Director | Profile | |
| Craig Omtvedt | Independent Director | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oshkosh. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state. For more information on how to buy Oshkosh Stock please use our How to buy in Oshkosh Stock guide.You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
Is Construction Machinery & Heavy Transportation Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oshkosh. If investors know Oshkosh will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Oshkosh listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.01) | Dividend Share 1.79 | Earnings Share 10.3 | Revenue Per Share 161.798 | Quarterly Revenue Growth 0.092 |
The market value of Oshkosh is measured differently than its book value, which is the value of Oshkosh that is recorded on the company's balance sheet. Investors also form their own opinion of Oshkosh's value that differs from its market value or its book value, called intrinsic value, which is Oshkosh's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oshkosh's market value can be influenced by many factors that don't directly affect Oshkosh's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Oshkosh's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Oshkosh is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oshkosh's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.