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 13.15%/yr vs 6.62%/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 64.65% return, which is significantly higher than OZK's 15.04% return. Over the past 10 years, FDX has outperformed OZK with an annualized return of 13.15%, while OZK has yielded a comparatively lower 6.62% annualized return.
FDX
- 1D
- -2.16%
- 1M
- -5.77%
- 6M
- 54.33%
- YTD
- 64.65%
- 1Y
- 112.30%
- 3Y*
- 24.55%
- 5Y*
- 11.79%
- 10Y*
- 13.15%
- ALL TIME*
- 14.27%
OZK
- 1D
- -1.12%
- 1M
- 5.40%
- 6M
- 8.12%
- YTD
- 15.04%
- 1Y
- 2.81%
- 3Y*
- 11.38%
- 5Y*
- 8.75%
- 10Y*
- 6.62%
- ALL TIME*
- 20.50%
FDX vs. OZK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDX FedEx Corporation | 64.65% | 5.11% | 13.49% | 49.13% | -31.64% | 0.72% | 74.27% | -4.78% | -34.67% | 35.21% |
OZK Bank OZK | 15.04% | 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 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.40 |
Fundamentals
FDX:
$73.07B
OZK:
$5.61B
FDX:
$18.28
OZK:
$6.30
FDX:
16.75
OZK:
8.16
FDX:
2.59
OZK:
0.90
FDX:
0.78
OZK:
2.06
FDX:
0.70
OZK:
0.98
FDX:
$94.72B
OZK:
$2.80B
FDX:
$24.99B
OZK:
$1.56B
FDX:
$10.16B
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FDX | OZK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.75 | ||
| Sortino ratioReturn per unit of downside risk | +4.00 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.04 | +0.56 |
| Calmar ratioReturn relative to maximum drawdown | 9.68 | 0.15 | +9.53 |
| Martin ratioReturn relative to average drawdown | 24.25 | 0.32 | +23.93 |
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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 | -51.01% | -35.26% | -15.75% |
Max Drawdown (10Y)Largest decline over 10 years | -65.97% | -70.41% | +4.44% |
Current DrawdownCurrent decline from peak | -9.26% | -3.13% | -6.13% |
Average DrawdownAverage peak-to-trough decline | -20.27% | -15.57% | -4.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 8.94% | -4.29% |
Volatility
FDX vs. OZK - Volatility Comparison
FedEx Corporation (FDX) and Bank OZK (OZK) have volatilities of 8.75% and 8.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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 | 8.75% | 8.50% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 33.02% | 17.49% | +15.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.50% | 24.89% | +14.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.00% | 34.39% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.01% | 38.78% | -4.77% |
Dividends
FDX vs. OZK - Dividend Comparison
FDX's dividend yield for the trailing twelve months is around 27.73%, more than OZK's 3.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDX FedEx Corporation | 27.73% | 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 | 3.62% | 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 Jul 2026, FedEx Corporation reported a gross profit of 7.86B and revenue of 25.01B. Therefore, the gross margin over that period was 31.4%.
OZK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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 Jul 2026, FedEx Corporation reported an operating income of 1.44B and revenue of 25.01B, resulting in an operating margin of 5.8%.
OZK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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 Jul 2026, FedEx Corporation reported a net income of 1.60B and revenue of 25.01B, resulting in a net margin of 6.4%.
OZK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDX has higher volatility (8.75%) compared to OZK (8.50%). In terms of maximum drawdown, FDX dropped -71.32% vs OZK's -70.41%.
FDX currently has the higher Sharpe Ratio (2.87 vs 0.11), 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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