Oshkosh Corp logo OSK - Oshkosh Corp

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 22
HOLD 14
SELL 1
STRONG
SELL
0
| PRICE TARGET: $171.90 DETAILS
HIGH: $197.00
LOW: $138.00
MEDIAN: $173.50
CONSENSUS: $171.90
UPSIDE: 17.47%
AlphaVal

AlphaVal

Deterministic, archetype-aware fair value

Platform & Compounding FCF 70% confidence

Primary model: Two-stage FCF DCF

Valuation Signal Fair Value Mild
Trading 13.7% below fair value
Current Price $146.34
Bear Case $127.02 13.2% downside ($127.02 - $146.34) / $146.34 = -13.2% 5% stage 1 growth, 11% discount
Fair Value $169.48 15.8% upside ($169.48 - $146.34) / $146.34 = 15.8% 9% stage 1 growth, 11% discount
Bull Case $209.83 43.4% upside ($209.83 - $146.34) / $146.34 = 43.4% 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 17.3x
Market is pricing in (growth) 7.0% vs our 8.7% base

Plain-Language Summary

Our base-case estimate uses a two-stage discounted cash flow model based on free cash flow. We then blend that result with the average analyst price target of $171.90 from 37 analysts, using a 30% weight on analyst consensus. That produces an estimated intrinsic value of $169.48 per share.

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