Oshkosh Stock Buy Hold or Sell Recommendation
| OSK Stock | USD 121.91 0.28 0.23% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Oshkosh is 'Strong Hold'. Macroaxis provides Oshkosh buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Oshkosh positions. The advice algorithm takes into account all of Oshkosh's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Oshkosh's buy or sell advice are summarized below:
Real Value 109.71 | Target Price 109.71 | Hype Value 121.05 | Market Value 121.91 | Naive Value 127.69 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Oshkosh given historical horizon and risk tolerance towards Oshkosh. When Macroaxis issues a 'buy' or 'sell' recommendation for Oshkosh, the advice is generated through an automated system that utilizes algorithms and statistical models.
Oshkosh |
Execute Oshkosh Buy or Sell Advice
The Oshkosh recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oshkosh. Macroaxis does not own or have any residual interests in Oshkosh or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oshkosh's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Oshkosh Trading Alerts and Improvement Suggestions
| Over 94.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Mobileye Stock Declines 10 percent Since Q1 Earnings Miss |
Oshkosh Returns Distribution Density
The distribution of Oshkosh's historical returns is an attempt to chart the uncertainty of Oshkosh's future price movements. The chart of the probability distribution of Oshkosh daily returns describes the distribution of returns around its average expected value. We use Oshkosh price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oshkosh returns is essential to provide solid investment advice for Oshkosh.
| Mean Return | 0.14 | Value At Risk | -2.7 | Potential Upside | 2.62 | Standard Deviation | 1.59 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oshkosh historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Oshkosh Stock 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 originates 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 | 2023-12-31 | 1 M | Fmr Inc | 2023-12-31 | 1 M | Bank Of America Corp | 2023-12-31 | 946.6 K | Great West Life Assurance Co | 2023-12-31 | 863.7 K | Norges Bank | 2023-12-31 | 770.5 K | Millennium Management Llc | 2023-12-31 | 769.7 K | Charles Schwab Investment Management Inc | 2023-12-31 | 668.1 K | Bank Of New York Mellon Corp | 2023-12-31 | 665.7 K | Equity Investment Corp | 2024-03-31 | 584.4 K | Blackrock Inc | 2023-12-31 | 8.5 M | Vanguard Group Inc | 2023-12-31 | 7.1 M |
Oshkosh Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (246.7M) | 246.7M | (330.8M) | (116.1M) | (104.5M) | (99.3M) | |
| Change In Cash | 134.5M | 792.9M | (189.8M) | (680.5M) | (782.6M) | (743.4M) | |
| Free Cash Flow | 197.1M | 1.1B | 321.6M | 283M | 325.5M | 207.1M | |
| Depreciation | 104.2M | 104M | 107.6M | 118.6M | 136.4M | 79.0M | |
| Dividends Paid | 81.8M | 90.4M | 97.3M | 107.2M | 123.3M | 129.4M | |
| Capital Expenditures | 130.2M | 114.8M | 279.7M | 325.3M | 374.1M | 392.8M | |
| Net Income | 324.5M | 472.7M | 173.9M | 598M | 687.7M | 722.1M | |
| End Period Cash Flow | 582.9M | 1.4B | 805.9M | 125.4M | 144.2M | 251.9M | |
| Net Borrowings | 3.9M | (5.7M) | (5.2M) | (214.6M) | (246.8M) | (259.1M) | |
| Investments | (77.6M) | (245.6M) | (300.4M) | (456.6M) | (410.9M) | (390.4M) |
Oshkosh Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Oshkosh or Machinery sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Oshkosh's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Oshkosh stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.01 | |
β | Beta against NYSE Composite | 1.79 | |
σ | Overall volatility | 1.46 | |
Ir | Information ratio | 0.04 |
Oshkosh Volatility Alert
Oshkosh has relatively low volatility with skewness of -0.8 and kurtosis of 1.42. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oshkosh's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oshkosh's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Oshkosh Fundamentals Vs Peers
Comparing Oshkosh's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Oshkosh's direct or indirect competition across all of the common fundamentals between Oshkosh and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oshkosh or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Oshkosh's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oshkosh by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Oshkosh to competition |
| Fundamentals | Oshkosh | Peer Average |
| Return On Equity | 0.19 | -0.31 |
| Return On Asset | 0.0707 | -0.14 |
| Profit Margin | 0.07 % | (1.27) % |
| Operating Margin | 0.10 % | (5.51) % |
| Current Valuation | 9.12 B | 16.62 B |
| Shares Outstanding | 65.4 M | 571.82 M |
| Shares Owned By Insiders | 0.74 % | 10.09 % |
| Shares Owned By Institutions | 94.42 % | 39.21 % |
| Number Of Shares Shorted | 937.09 K | 4.71 M |
| Price To Earning | 17.86 X | 28.72 X |
| Price To Book | 2.16 X | 9.51 X |
| Price To Sales | 0.83 X | 11.42 X |
| Revenue | 9.66 B | 9.43 B |
| Gross Profit | 1.05 B | 27.38 B |
| EBITDA | 1.16 B | 3.9 B |
| Net Income | 598 M | 570.98 M |
| Cash And Equivalents | 805.9 M | 2.7 B |
| Cash Per Share | 7.26 X | 5.01 X |
| Total Debt | 175 M | 5.32 B |
| Debt To Equity | 0.21 % | 48.70 % |
| Current Ratio | 1.73 X | 2.16 X |
| Book Value Per Share | 58.43 X | 1.93 K |
| Cash Flow From Operations | 599.6 M | 971.22 M |
| Short Ratio | 1.97 X | 4.00 X |
| Earnings Per Share | 10.45 X | 3.12 X |
| Price To Earnings To Growth | 5.66 X | 4.89 X |
| Target Price | 130.42 | |
| Number Of Employees | 17.3 K | 18.84 K |
| Beta | 1.3 | -0.15 |
| Market Capitalization | 7.95 B | 19.03 B |
| Total Asset | 9.13 B | 29.47 B |
| Retained Earnings | 3.81 B | 9.33 B |
| Working Capital | 1.39 B | 1.48 B |
Note: Acquisition by Michael Pack of 1933 shares of Oshkosh subject to Rule 16b-3 [view details]
Oshkosh Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oshkosh . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 3756.95 | |||
| Daily Balance Of Power | 0.2569 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 122.05 | |||
| Day Typical Price | 122.0 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.28 |
About Oshkosh Buy or Sell Advice
When is the right time to buy or sell Oshkosh? Buying financial instruments such as Oshkosh Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 604.7M | 695.4M | 724.8M | Total Assets | 7.7B | 10.5B | 11.0B |
Use Investing Ideas to Build Portfolios
In addition to having Oshkosh in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run SRI Sustainable Growth Thematic Idea Now
SRI Sustainable Growth
Socially responsible investments that include companies making a positive, sustainable or social impact and exclude those making a negative impact. The SRI Sustainable Growth theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize SRI Sustainable Growth Theme or any other thematic opportunities.
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Check out Oshkosh Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Oshkosh Stock please use our How to buy in Oshkosh Stock guide.You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
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When running Oshkosh's price analysis, check to measure Oshkosh's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oshkosh is operating at the current time. Most of Oshkosh's value examination focuses on studying past and present price action to predict the probability of Oshkosh's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oshkosh's price. Additionally, you may evaluate how the addition of Oshkosh to your portfolios can decrease your overall portfolio volatility.
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Is Oshkosh's industry 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 1.022 | Dividend Share 1.69 | Earnings Share 10.45 | Revenue Per Share 151.763 | Quarterly Revenue Growth 0.122 |
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.
Please note, there is a significant difference between Oshkosh's value and its price as these two are different measures arrived at by different 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.