Oshkosh Corp logo OSK - Oshkosh Corp

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 23
HOLD 14
SELL 1
STRONG
SELL
0
| PRICE TARGET: $173.70 DETAILS
HIGH: $197.00
LOW: $138.00
MEDIAN: $178.00
CONSENSUS: $173.70
UPSIDE: 11.90%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Platform & Compounding FCF 70% confidence

Primary model: Two-stage FCF DCF

Valuation Signal Fair Value Moderate
Trading 22.0% below fair value
Current Price $155.23
Bear Case $149.77 3.5% downside ($149.77 - $155.23) / $155.23 = -3.5% 5% stage 1 growth, 11% discount
Fair Value $198.96 28.2% upside ($198.96 - $155.23) / $155.23 = 28.2% 9% stage 1 growth, 11% discount
Bull Case $245.69 58.3% upside ($245.69 - $155.23) / $155.23 = 58.3% 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 15.7x
Market is pricing in (growth) 5.7% 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) $173.70
Analyst Range $138.00 – $197.00
Divergence from AlphaVal 15%

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