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ALG vs. TEX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ALG vs. TEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alamo Group Inc. (ALG) and Terex Corporation (TEX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ALG achieves a -8.66% return, which is significantly lower than TEX's 15.17% return. Over the past 10 years, ALG has underperformed TEX with an annualized return of 10.01%, while TEX has yielded a comparatively higher 12.74% annualized return.


ALG

1D
1.94%
1M
-10.85%
YTD
-8.66%
6M
-5.30%
1Y
-22.49%
3Y*
-4.50%
5Y*
0.72%
10Y*
10.01%

TEX

1D
5.32%
1M
-0.89%
YTD
15.17%
6M
32.21%
1Y
41.07%
3Y*
7.09%
5Y*
4.38%
10Y*
12.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALG vs. TEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALG
Alamo Group Inc.
-8.66%-9.12%-11.07%49.19%-3.27%7.09%10.41%63.18%-31.19%49.01%
TEX
Terex Corporation
15.17%17.25%-18.59%36.10%-1.44%27.22%17.82%9.67%-42.22%54.26%

Correlation

The correlation between ALG and TEX is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.61

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Mar 22, 1993

0.32

Over the past year, ALG and TEX have become more correlated (0.56) than their long-term average of 0.32, meaning their price movements have been converging.

Fundamentals

EPS

ALG:

$8.37

TEX:

$2.24

PE Ratio

ALG:

18.25

TEX:

27.36

PEG Ratio

ALG:

2.17

TEX:

2.29

PS Ratio

ALG:

1.13

TEX:

0.51

Total Revenue (TTM)

ALG:

$1.63B

TEX:

$5.93B

Gross Profit (TTM)

ALG:

$399.78M

TEX:

$1.03B

EBITDA (TTM)

ALG:

$232.00M

TEX:

$449.00M

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Return for Risk

ALG vs. TEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALG
ALG Risk / Return Rank: 1414
Overall Rank
ALG Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
ALG Sortino Ratio Rank: 1313
Sortino Ratio Rank
ALG Omega Ratio Rank: 1313
Omega Ratio Rank
ALG Calmar Ratio Rank: 1818
Calmar Ratio Rank
ALG Martin Ratio Rank: 1717
Martin Ratio Rank

TEX
TEX Risk / Return Rank: 6666
Overall Rank
TEX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
TEX Sortino Ratio Rank: 6464
Sortino Ratio Rank
TEX Omega Ratio Rank: 6363
Omega Ratio Rank
TEX Calmar Ratio Rank: 6666
Calmar Ratio Rank
TEX Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALG vs. TEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alamo Group Inc. (ALG) and Terex Corporation (TEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ALGTEXDifference

Sharpe ratio

Return per unit of total volatility

-0.72

0.88

-1.60

Sortino ratio

Return per unit of downside risk

-0.86

1.48

-2.34

Omega ratio

Gain probability vs. loss probability

0.89

1.19

-0.30

Calmar ratio

Return relative to maximum drawdown

-0.62

1.35

-1.96

Martin ratio

Return relative to average drawdown

-1.08

3.72

-4.80

ALG vs. TEX - Sharpe Ratio Comparison

The current ALG Sharpe Ratio is -0.72, which is lower than the TEX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of ALG and TEX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ALGTEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.72

0.88

-1.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

0.10

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.28

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.10

+0.16

Drawdowns

ALG vs. TEX - Drawdown Comparison

The maximum ALG drawdown since its inception was -69.23%, smaller than the maximum TEX drawdown of -91.96%. Use the drawdown chart below to compare losses from any high point for ALG and TEX.


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Drawdown Indicators


ALGTEXDifference

Max Drawdown

Largest peak-to-trough decline

-69.23%

-91.96%

+22.73%

Max Drawdown (1Y)

Largest decline over 1 year

-36.30%

-28.29%

-8.01%

Max Drawdown (3Y)

Largest decline over 3 years

-36.30%

-51.25%

+14.95%

Max Drawdown (5Y)

Largest decline over 5 years

-36.30%

-51.25%

+14.95%

Max Drawdown (10Y)

Largest decline over 10 years

-42.47%

-74.15%

+31.68%

Current Drawdown

Current decline from peak

-33.92%

-25.44%

-8.48%

Average Drawdown

Average peak-to-trough decline

-19.63%

-51.43%

+31.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.64%

10.25%

+10.39%

Volatility

ALG vs. TEX - Volatility Comparison

The current volatility for Alamo Group Inc. (ALG) is 9.29%, while Terex Corporation (TEX) has a volatility of 14.48%. This indicates that ALG experiences smaller price fluctuations and is considered to be less risky than TEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALGTEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.29%

14.48%

-5.19%

Volatility (6M)

Calculated over the trailing 6-month period

27.45%

34.66%

-7.21%

Volatility (1Y)

Calculated over the trailing 1-year period

31.36%

47.19%

-15.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.50%

44.13%

-14.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.19%

45.16%

-13.97%

Dividends

ALG vs. TEX - Dividend Comparison

ALG's dividend yield for the trailing twelve months is around 0.84%, less than TEX's 1.11% yield.


PositionTTM20252024202320222021202020192018201720162015
ALG
Alamo Group Inc.
0.84%0.71%0.56%0.42%0.51%0.38%0.38%0.38%0.57%0.35%0.47%0.61%
TEX
Terex Corporation
1.11%1.27%1.47%1.11%1.22%1.09%0.34%1.48%1.45%0.66%0.89%1.30%

Financials

ALG vs. TEX - Financials Comparison

This section allows you to compare key financial metrics between Alamo Group Inc. and Terex Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


500.00M1.00B1.50B20222023202420252026
417.15M
1.73B
(ALG) Total Revenue
(TEX) Total Revenue
Values in USD except per share items

ALG vs. TEX - Profitability Comparison

The chart below illustrates the profitability comparison between Alamo Group Inc. and Terex Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%15.0%20.0%25.0%20222023202420252026
25.1%
11.9%
Portfolio components
ALG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alamo Group Inc. reported a gross profit of 104.81M and revenue of 417.15M. Therefore, the gross margin over that period was 25.1%.

TEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Terex Corporation reported a gross profit of 206.00M and revenue of 1.73B. Therefore, the gross margin over that period was 11.9%.

ALG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alamo Group Inc. reported an operating income of 42.16M and revenue of 417.15M, resulting in an operating margin of 10.1%.

TEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Terex Corporation reported an operating income of -82.00M and revenue of 1.73B, resulting in an operating margin of -4.7%.

ALG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alamo Group Inc. reported a net income of 29.18M and revenue of 417.15M, resulting in a net margin of 7.0%.

TEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Terex Corporation reported a net income of -89.00M and revenue of 1.73B, resulting in a net margin of -5.1%.


Frequently Asked Questions


ALG and TEX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TEX has higher volatility (14.48%) compared to ALG (9.29%). In terms of maximum drawdown, ALG dropped -69.23% vs TEX's -91.96%.

TEX currently has the higher Sharpe Ratio (0.88 vs -0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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