FDX vs. OZK
FDX (FedEx Corporation) and OZK (Bank OZK) are both stocks. FDX operates in Integrated Freight & Logistics (Industrials), while OZK operates in Banks - Regional (Financial Services). Over the past 10 years, FDX returned 13.98%/yr vs 6.04%/yr for OZK. At a 0.40 correlation, their price movements are largely independent.
Performance
FDX vs. OZK - Performance Comparison
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Returns By Period
In the year-to-date period, FDX achieves a 76.89% return, which is significantly higher than OZK's 10.59% return. Over the past 10 years, FDX has outperformed OZK with an annualized return of 13.98%, while OZK has yielded a comparatively lower 6.04% annualized return.
FDX
- 1D
- -0.24%
- 1M
- 34.43%
- YTD
- 76.89%
- 6M
- 85.65%
- 1Y
- 136.88%
- 3Y*
- 34.05%
- 5Y*
- 13.87%
- 10Y*
- 13.98%
OZK
- 1D
- 0.62%
- 1M
- 2.91%
- YTD
- 10.59%
- 6M
- 8.86%
- 1Y
- 12.89%
- 3Y*
- 12.06%
- 5Y*
- 6.31%
- 10Y*
- 6.04%
FDX vs. OZK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDX FedEx Corporation | 76.89% | 5.11% | 13.49% | 49.13% | -31.64% | 0.72% | 74.27% | -4.78% | -34.67% | 35.21% |
OZK Bank OZK | 10.59% | 7.45% | -7.36% | 29.12% | -11.24% | 53.15% | 7.57% | 38.23% | -52.03% | -6.51% |
Correlation
The correlation between FDX and OZK is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001 | 0.40 |
Fundamentals
FDX:
$27.68
OZK:
$6.28
FDX:
11.93
OZK:
7.95
FDX:
0.58
OZK:
2.01
FDX:
$91.93B
OZK:
$2.80B
FDX:
$22.44B
OZK:
$1.56B
FDX:
$10.48B
OZK:
$992.96M
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Return for Risk
FDX vs. OZK — Risk / Return Rank
FDX
OZK
FDX vs. OZK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FedEx Corporation (FDX) and Bank OZK (OZK). 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.
| FDX | OZK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.04 | ||
| Sortino ratioReturn per unit of downside risk | +4.29 | ||
| Omega ratioGain probability vs. loss probability | 1.71 | 1.11 | +0.61 |
| Calmar ratioReturn relative to maximum drawdown | 11.80 | 0.68 | +11.12 |
| Martin ratioReturn relative to average drawdown | 31.75 | 1.45 | +30.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDX | OZK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.57 | 0.52 | +3.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.18 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.16 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.57 | -0.15 |
Drawdowns
FDX vs. OZK - Drawdown Comparison
The maximum FDX drawdown since its inception was -71.32%, roughly equal to the maximum OZK drawdown of -70.41%. Use the drawdown chart below to compare losses from any high point for FDX and OZK.
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Drawdown Indicators
| FDX | OZK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.32% | -70.41% | -0.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -19.03% | +7.36% |
Max Drawdown (3Y)Largest decline over 3 years | -35.85% | -29.23% | -6.62% |
Max Drawdown (5Y)Largest decline over 5 years | -51.89% | -35.26% | -16.63% |
Max Drawdown (10Y)Largest decline over 10 years | -65.97% | -70.41% | +4.44% |
Current DrawdownCurrent decline from peak | -2.44% | -3.36% | +0.92% |
Average DrawdownAverage peak-to-trough decline | -20.31% | -15.63% | -4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 8.89% | -4.56% |
Volatility
FDX vs. OZK - Volatility Comparison
FedEx Corporation (FDX) has a higher volatility of 24.42% compared to Bank OZK (OZK) at 6.20%. This indicates that FDX's price experiences larger fluctuations and is considered to be riskier than OZK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDX | OZK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.42% | 6.20% | +18.22% |
Volatility (6M)Calculated over the trailing 6-month period | 31.32% | 16.46% | +14.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.68% | 24.75% | +13.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.79% | 34.70% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.92% | 38.99% | -5.07% |
Dividends
FDX vs. OZK - Dividend Comparison
FDX's dividend yield for the trailing twelve months is around 25.70%, more than OZK's 3.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDX FedEx Corporation | 25.70% | 1.98% | 1.92% | 1.95% | 2.42% | 1.12% | 1.00% | 1.72% | 1.52% | 0.76% | 0.78% | 0.64% |
OZK Bank OZK | 3.65% | 3.78% | 3.55% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% |
Financials
FDX vs. OZK - Financials Comparison
This section allows you to compare key financial metrics between FedEx Corporation and Bank OZK. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FDX vs. OZK - Profitability Comparison
FDX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, FedEx Corporation reported a gross profit of 6.24B and revenue of 24.00B. Therefore, the gross margin over that period was 26.0%.
OZK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a gross profit of 376.15M and revenue of 661.55M. Therefore, the gross margin over that period was 56.9%.
FDX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, FedEx Corporation reported an operating income of 1.35B and revenue of 24.00B, resulting in an operating margin of 5.6%.
OZK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported an operating income of 211.61M and revenue of 661.55M, resulting in an operating margin of 32.0%.
FDX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, FedEx Corporation reported a net income of 1.06B and revenue of 24.00B, resulting in a net margin of 4.4%.
OZK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a net income of 163.36M and revenue of 661.55M, resulting in a net margin of 24.7%.
Frequently Asked Questions
FDX and OZK have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDX has higher volatility (24.42%) compared to OZK (6.20%). In terms of maximum drawdown, FDX dropped -71.32% vs OZK's -70.41%.
FDX currently has the higher Sharpe Ratio (3.57 vs 0.52), 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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