Oshkosh Corp logo OSK - Oshkosh Corp

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 23
HOLD 14
SELL 1
STRONG
SELL
0
| PRICE TARGET: $171.83 DETAILS
HIGH: $181.00
LOW: $150.00
MEDIAN: $175.00
CONSENSUS: $171.83
UPSIDE: 37.21%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Platform & Compounding FCF 70% confidence

Primary model: Two-stage FCF DCF

Valuation Signal Undervalued Moderate
Trading 37.1% below fair value
Current Price $125.23
Bear Case $149.77 19.6% upside ($149.77 - $125.23) / $125.23 = 19.6% 5% stage 1 growth, 11% discount
Fair Value $198.96 58.9% upside ($198.96 - $125.23) / $125.23 = 58.9% 9% stage 1 growth, 11% discount
Bull Case $245.69 96.2% upside ($245.69 - $125.23) / $125.23 = 96.2% 11% stage 1 growth, 11% discount

Adjust Assumptions

8.7%
11.0%
3.0%

Key Value Driver

FCF growth rate (9% base case)

Terminal Value % of EV 38%
Implied Market Multiple 12.9x
Market is pricing in (growth) 3.1% vs our 8.7% base

Plain-Language Summary

Using a two-stage FCF DCF with 9% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $198.96 per share.

Analyst Consensus (External Reference)

Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.

Average Target (38 analysts) $171.83
Analyst Range $150.00 – $181.00
Divergence from AlphaVal 16%

Key Risks

  • P/E alone misleads — earnings depressed by growth investment
  • Cyclical or commodity businesses may be misclassified as platforms
  • Terminal value dominance suggests sensitivity to long-run assumptions