Today’s Stock: Oshkosh Corporation (OSK)Today’s Stock: Oshkosh Corporation (OSK)

Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Vocational, and Transport segment. The Access segment designs and manufactures aerial work platform and telehandlers for use in construction, industrial, and maintenance applications; and towing and recovery equipment, which includes carriers, wreckers, and rotators, as well as provides financing and leasing solutions, including rental fleet loans, leases, and floor plan and retail financing.

This segment also offers equipment installation and sale of chassis and service parts, as well as offers parts and accessories. The Transport segment engages in the manufacture and sale of heavy, medium, and light tactical wheeled vehicles and related services for defense; and hauling combat vehicles, missile systems, ammunition, fuel, and troops and cargos. The Vocational segment offers custom and commercial firefighting equipment, fire apparatus, and emergency vehicles, including pumpers, aerial platform, ladder and tiller trucks, and tankers; light, medium, and heavy-duty rescue vehicles; and wildland rough terrain response other emergency response vehicles.

My Thoughts 💭My Thoughts 💭

Re-industrialization will need major capital goods like purpose-built vehicles. Ansel once again is adding a company to this portfolio that is directly linked to the real economy. I never of heard of this company, but let’s dive into the fundamentals to understand if this company is a good investment.

At 226.6k sats per share ($68,299), and a 3.3k sat per share yearly dividend. It would take 68 years to break even.

The company trades at a PE 15 which means investors are paying $15 access $1 of earnings. A cheap stock by historical standards.

Let’s review some key fundamentals to determine if this stock is worth spending sats on.

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The fundamentals of this company are very strong. The balance sheet is average, the growth prospects are decent (projected grow slower than bitcoin), very attractive valuation, good free cash flow, a CEO who isn’t overpaid, and pays a good dividend.

The only negative is the heavy concentration of the free float is with institutions. Once they turn on this stock the price could plummet or pump in a heartbeat if they forecast more growth and improve on their operating business.

From a Bitcoiner perspective. Paying 226k sats for one share is a bit steep. But it appears you are paying a decent price for a well run company. They pay a dividend and the debt they have isn’t outrageous and they make enough to pay the debt and dividends. Instead of buying one share I would maybe spend 50k sats a week to DCA into this company (if I were to buy shares)

Here is the performance according to Simply Wall Street

This is a well run company that pays a nice dividend in an industry they probably have a good moat on. As America looks to reshore everything this company is set up to really take off and as that projected growth creeps up so will the bid and valuation of this stock. Using sats for this company would be a decent decision.